Get Free Access

Say goodbye to manual notes and messy data with AI Sales Assistant

Focus on selling while AI does the busy work. Your AI Sales Assistant automatically updates your CRM after every activity, and gives you instant answers using your CRM data. Stop digging through customer profiles, or jotting down customer requests, just ask AI via chat.
Get a demo
Get started

Try Rocket local AI for free. No credit card required.

Average G2 Rating

Vendasta G2 rating2 160x0 1
medal
medal 1
medal 2
users love us
AI Sales Assistant hero img
Automate CRM updates so you focus on selling icon 75x0 1

Automate CRM updates so you focus on selling

Find customer details and opportunities via AI Chat icon 75x0 1

Find customer details and opportunities via AI Chat

Enrich CRM contacts and companies with AI search icon 75x0 1

Enrich CRM contacts and companies with AI search

Automate CRM updates so you focus on selling

Most sales reps spend hours every week on admin. The AI Sales Assistant changes that by automatically extracting data from meeting outcomes and sales activities to update contact and company records in real-time. It ensures your data is always up-to-date, allowing your team to move faster and close more deals.
Automate CRM updates so you focus on selling img
Find customer details and opportunities via AI Chat img

Find customer details and opportunities via AI Chat

Use the AI Sales Assistant to find gaps in your pipeline that would otherwise go unnoticed. Use your CRM data to answer questions like, “Show me all opportunities closing this month that are over $5,000?” or “Which leads haven’t I followed up with in more than three days?”. The AI Sales Assistant helps you identify the next best steps to unlock revenue, ensuring you’re always focused on the opportunities with the highest potential.

Enrich lead and account details with AI search

Stop digging for information across tabs. Whether you need to know more about a contact or want to research a prospect’s latest company news, just ask: “Can you look up the job title of Joe from TechSolutions?” or “Is there any recent news or press releases regarding Acme?”. The AI Sales Assistant uses your CRM data and researches the web simultaneously to provide you with the full context you need to have a winning sales conversation.
Enrich lead and account details with AI search img

Ready to build your own 24/7 success story?

You’ve seen the metrics and read the results. Now, see exactly how an AI workforce will capture leads, eliminate manual work, and drive measurable ROI for your business.
Get a demo

FAQs

What does the AI Sales Assistant do?
It acts as a digital employee within your CRM. It handles the manual work of updating records, provides instant answers on your CRM data via a chat interface, and can even research the web to find information on your prospects.
The AI Sales Assistant automatically populates contact and company records by extracting key outcomes directly from your sales activities. For example, after a call or meeting is captured via Conversation Intelligence, the AI identifies participants and updates relevant details, ensuring your records stay accurate without manual admin work from your reps.

The AI Sales Assistant is the “brain” of the Rocketlocal  CRM AI ecosystem. While CRM AI provides the infrastructure (like contact profiles, opportunity pipelines, and meeting recording), the AI Sales Assistant uses that data to update records and answer your questions.

Yes, the “Chat with your CRM data” feature allows you to query your sales records using simple chat prompts. For example, you can ask your AI Sales Assistant, “What opportunities have we opened with Acme Corp?” or “What was the outcome of my last meeting with Joe?” to get instant, contextual answers without running manual reports.
Yes! If you need to know more about a company or a trend before a call, you can ask the assistant in the chat interface, and it will search the web to provide a summary of the most relevant information.
The AI Sales Assistant uses the data captured from meeting recordings (provided by the Conversation Intelligence feature in CRM AI) to update your records, but its primary role is managing the CRM data and surfacing business insights via chat.
Absolutely. The AI Sales Assistant understands the Custom Objects you create, so it can provide insights specific to your trade, whether you’re tracking HVAC units, properties, or vehicles.
Yes, the AI Sales Assistant can be triggered with any Automation Workflows you build on the Rocketlocal Ai platform. It can help you set reminders, create tasks, so you can automate your sales processes.