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Increase sales by 20%
and save up to 10 hours
a week with an AI assistant in Salesforce!
and save up to 10 hours
a week with an AI assistant in Salesforce!
Tooli AI automatically answers questions, creates tasks in your CRM, suggests actions, and helps your team focus on selling — not on operations routine work.
Who is it for?
- Founders
and small business ownersTo identify bottlenecks and growth opportunities in the team’s work — and scale without unnecessary spending on staff or IT.1 - Heads of Sales
and Account ManagersTo spend less time on CRM routine and more on closing deals — delivering real business value and growing faster.2 - Those tired of routine and losing focusTo quickly see what’s working and what’s not, make faster decisions, and sell more — without wasting hours on manual analysis or searching for information.3
When you need to…
- …understand what’s happening in sales in 2 minutes, not 2 hours
- …eliminate repetitive tasks for account managers
- …quickly spot clients who are about to churn
- …and know exactly where to focus to grow
Tooli AI does it for you. No manual analysis. No chaos. No distractions from real work.
Free your team from routine — automate your CRM with Tooli AI.
What Tooli AI can do
Tooli AI connects to your Salesforce and becomes part of your team
- Recommends ways to increase revenue
- Generates one-click forecasts for conversions and pipeline
- Suggests the best next steps to close deals
- Automatically summarizes client interactions
- Answers questions about clients, deals, and tasks
- Updates CRM fields and creates tasks for the team
- Automatically logs statuses, notes, and updates
- Suggests the Next Best Action (NBA)
- Helps you focus on high-priority leads
Why teams choose Tooli AI
-
Fast setup in 3 minutes — works out of the box - Trained on sales best practices — just ask
- Enterprise-grade data security
- ROI within the first week
- User-friendly ChatGPT interface
300+ applications
FAQ
Click the “Connect Account” button and follow the instructions — it takes less than a minute. Everything is secure and goes directly through the API.
Absolutely! You can upload a .csv file, and I’ll help analyze the data anyway. You can also connect other sources — finance, marketing, support, and more.
All data is transmitted through secure channels. We don’t store anything without your permission, and you always have full control. We comply with security standards like GDPR, SOC 2, etc.
The more I know about your goals and role, the better my recommendations will be. Think of it like having a personal analyst who speaks your language.
I’m not just a chat. I analyze real data from your CRM and other sources, identify trends, deliver insights, create tasks — all in seconds.
I can analyze leads, deals, team activity, create tasks, find bottlenecks, measure performance, and much more.
Ready to turn Salesforce into a growth engine?
Start using Tooli AI today — for free.
Let AI do the work while you focus on growing your business.
Let AI do the work while you focus on growing your business.
