AI for Sales Teams
Know which deals close, coach reps from real calls.
Halo Ask AI ingests every call transcript, email, CRM record, and customer interaction in your B2B SaaS. Sales leaders get pipeline truth. Reps get AI call reviews and pre-call briefs. New reps ramp in days, not months.
Which open deals are most likely to close this month?
Top likely closes
Acme Corp
$84k ARRChampion confirmed budget on the call last Friday.
Beta Industries
$56k ARRProcurement signed off, contract sent via PandaDoc.
Gamma SaaS
$42k ARRTrial usage 3x median, exec sponsor identified.
Use cases
The unfair advantage
for B2B SaaS sales teams
Predict who is going to close
Halo reads every call transcript, email, and CRM update across your pipeline. Ask which deals are most likely to close this quarter and get a ranked list with the why.
Also try asking
- What are the common objections from deals we lost last quarter?
- Which open deals haven't had meaningful contact in 14 days?
Northwind Traders · $84k ARR
Champion confirmed budget on Friday's call
Datawise · $56k ARR
Procurement signed off, contract out in PandaDoc
Brightline · $42k ARR
Trial usage 3x median, exec sponsor identified
12 deals
31 calls
4 proposalsAI call reviews on demand
Reps can ask Halo to review their last call and get specific, transcript-grounded coaching. No more waiting for a manager to listen back to a Zoom recording.
Also try asking
- Where did I lose control of the demo on the Stripe call?
- What is my discovery question hit rate vs. the team average?
Acme Corp demo · YesterdayTalk ratio
You 64% · Prospect 36%
Discovery questions
4 of 9 from the playbook
Next step
Security review booked for Oct 16
Onboard reps in days, not months
New reps don't need to memorize a deck or shadow ten calls. They ask Halo, and Halo answers from your real call transcripts, your real ICP, and your real product.
Also try asking
- What does our ideal customer profile actually look like?
- Walk me through the demo flow our top rep uses.
Ask AI
Datawise callClosed-won notes3 more callsPre-call briefs in seconds
Before every call, ask Halo for a brief on the prospect, their company, every prior interaction, recent product usage, and the open questions from the last conversation.
Also try asking
- Summarize every interaction we've had with this account.
- What are the open questions from the last call with this prospect?
Series B · 240 employees
Evaluating for 3 support teams
Lena Park, VP Support · Tom Reyes, IT
Lena attended both prior calls
Open from last call
Pricing for 40 seats, Salesforce sync timeline
Trial usage
1,284 conversations · 71% resolved
Connected data
Every call, every email,
every CRM record
Halo connects to the tools your sales team already uses, so the AI has full context across the whole motion. The more you connect, the sharper the answers.
Zoom
Call recordings and transcripts
Fathom
Meeting notes and action items
HubSpot
Deals, contacts, activities
Stripe
Subscriptions and revenue context
Slack
Internal account chatter
Linear
Feature requests from prospects
PandaDoc
Proposals and contracts
Calendly
Meetings booked from the chat
Orbit Forms
Form answers and bookings from the chat
Built for the whole team
Leaders, reps,
and enablement
Brightline · $42k
No meaningful contact in 16 days
Acme Robotics · $96k
Champion left, new VP Support joined
Orbit Labs · $38k
Pricing objection on last two calls
Datawise · $56k
Budget confirmed, legal reviewing
For VPs of Sales
A weekly pulse on pipeline health, deal risk, and rep performance. Stop waiting for forecast spreadsheets, ask Halo and get a ranked list of risky deals with the supporting evidence.
- Forecast confidence backed by real call data
- Rep coaching insights from every recorded call
- Pipeline risk surfaced before it's too late
Call review ready
Northwind demo · 42 min
Brief ready
Acme Robotics · 10:00
Follow-up drafted
Brightline · re-engage champion
For Sales Reps
Halo is your unfair advantage. Pre-call briefs, AI call reviews, and instant answers to product questions, all grounded in your real customer conversations and your real product.
- AI call review after every demo
- Pre-call briefs in seconds, not hours
- Product answers with full transcript context
Discovery opener
Used in 14 closed-won deals
Zendesk objection
Used in 9 closed-won deals
Security review handoff
Used in 7 closed-won deals
For Sales Enablement
Stop building decks no one reads. Halo turns every winning call into a teaching moment, and every rep into someone who can ask the right question and get the right answer fast.
- New reps productive in days
- Best practices captured automatically from real calls
- One source of truth across every rep
How it works
From sign-up to
pipeline truth in days
Zoom
1,203 call recordings
Fathom
Notes and action items
HubSpot
Deals, contacts, activities
Stripe
Plans and revenue
Connect call tools and CRM Plug in Zoom, Fathom, HubSpot, Stripe, and your help desk. Halo ingests every call transcript, deal, contact, and customer interaction.
Exec sponsor on second call
vs. 31% of closed-lost
Security review started
vs. 22% of closed-lost
Trial over 500 conversations
vs. 18% of closed-lost
Pricing sent within 48 hours
vs. 26% of closed-lost
Halo learns your sales motion Halo studies how your top reps win, what objections you actually hear, and which signals correlate with closed-won. Your sales motion becomes queryable.
Ask AI
app.haloagents.ai
Inbox
Briefs on every thread
Slack
#sales-deals
MCP server
Claude, Cursor, and more
Reps and leaders ask anything From deal scoring to call reviews to onboarding, your team gets answers grounded in your real data. Halo is in chat, in the inbox, and via the MCP in tools your team already uses.
Grounded answers
Every insight cites the call transcripts, emails, and records it came from.
Pipeline pulse
Forecast confidence, deal risk, and rep performance, all in plain English.
Latest models
Halo runs the newest frontier AI models so accuracy stays state of the art.
Give your sales team the unfair advantage
Start free, or request a demo and we'll show Halo on a sample of your real calls and pipeline. The first answers usually surprise people.