B2B Sales Intelligence
Most CRMs record the past. Ours recommends the next move.
Less administration. More time with customers.
This is not an AI add-on to your CRM. It uses the same core as our forecasting and replenishment systems, works in the tools reps already use, holds drafts for approval, and we run and tune it after launch.
- connected email & calendar
- drafted documents
- deal-risk flags
- next-action recommendations
GreenLeaf Trade
demo account · retail
- Contact
- Sarah B. — procurement lead
- Stage
- Proposal sent
- Next step
- Renewal note — drafted for review
Draft ready — nothing sends without you.
Decision core: the pattern every CoreTech system shares — models propose, your rules set the limits, a person approves. Nothing is sent without approval.
The system, state by state
- SignalEmail and calendar activity across the pipeline.
- ContextDeal records, stages, and your sales process.
- RecommendationDrafted documents, deal-risk flags, and next actions.
- ActionRecords stay current; drafts wait for approval.
- ReviewNothing is sent without your team's approval.
From business case to production.
We assess the decision, design the system, build it into production, and operate it — scope and price agreed before each stage.
Assess → Architect → Build → Operate and transfer
People define the objective, policies, thresholds, and exceptions. CoreTech systems forecast, recommend, or automate within those boundaries. Low-confidence and high-impact cases return to people, and actions remain traceable.
On your infrastructure or in a secure cloud approved for the engagement, depending on architecture and governance requirements.
Tell us what you want to improve.