A role-based AI copilot that drafts follow-ups, logs calls, builds chase lists and suggests next steps from your own sales pipeline. ₹29/employee/mo.
Avani's AI Sales Assistant is a role-based copilot inside your CRM that answers questions and takes actions on your own sales data.
Reps can say "draft a follow-up", "log this call", or "what should I chase today" and the assistant does it against real lead history.
It surfaces the day's priorities — hot leads, overdue follow-ups, and deals going cold — so reps spend time selling, not searching.
India-built and included at ₹29/employee/month, with no separate AI seat cost.
Start the day by asking "what should I focus on today" and the assistant lists your hottest leads, overdue follow-ups, and deals at risk — pulled from your own pipeline. No guessing which account to call first.
Say "draft a follow-up for the Mehta enquiry" and the assistant writes a tailored email from that lead's stage and last conversation. You edit if needed and send — it never contacts a customer without your go-ahead.
After a call, tell the assistant "log a call with Priya, sending pricing Monday" and it records the call, saves the note, and can schedule the follow-up task — so activity data is captured without breaking your flow.
Ask "who haven't I contacted in 10 days" and the assistant builds your chase list from real last-contact dates. It reasons over activity, not just a static filter, so nothing slips through the cracks.
Ask "what's the next step on the Kumar deal" and the assistant reviews the history and suggests a concrete action — a call, a quote, or a nudge — so newer reps get senior-level guidance on every opportunity.
Each rep's assistant only sees and acts on that rep's own leads and deals. The AI inherits CRM permissions exactly, so a salesperson's copilot can never surface another rep's accounts or the wider team's data.
It acts as a copilot for each salesperson. You can ask it questions like "what should I chase today" or "which leads went cold", and give it commands like "draft a follow-up", "log this call", or "set a task for Friday". It reads your real CRM data to answer and can take those actions after you approve them, so reps spend more time selling and less time on admin.
It works entirely on your real leads and deals inside Avani CRM. The assistant is grounded in your own pipeline — last-contact dates, stages, notes, and history — so its chase lists, follow-up drafts, and next-step suggestions are specific to your accounts, not generic advice pulled from the internet.
No. The assistant is strictly role-based. Each rep's copilot can only see and act on the leads and deals that rep already owns in the CRM. It inherits the exact same permissions as the CRM, so a salesperson can never use the AI to view a teammate's accounts or wider team data.
Only with your approval. The assistant drafts follow-up emails using the lead's history and stage, but it always shows you the draft first. Nothing is sent, and no customer is contacted, until you review and confirm it. The same applies to logging calls, creating tasks, and updating records.
New reps get built-in coaching. When you ask "what's the next step on this deal", the assistant reviews the deal history and suggests a concrete action — a call, a quote, or a follow-up. This gives junior salespeople senior-level guidance on every opportunity without waiting for a manager, which shortens ramp-up time.
No syntax to learn. You just type or speak the way you normally would, in English or Hinglish. Ask "kaunse deals stuck hain" or "draft a reminder for the Sharma lead" and the assistant understands your intent and responds. There are no rigid command formats to memorise.
No. It is included in Avani Business OS at ₹29 per employee per month. There is no add-on AI licence, no per-message billing, and no premium sales tier needed to unlock it. Every salesperson on your plan gets their own role-scoped assistant at the same flat price.
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