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.

Halo
Ask AIConnected to 8 systems

Which open deals are most likely to close this month?

Top likely closes

Acme Corp

$84k ARR

Champion confirmed budget on the call last Friday.

Beta Industries

$56k ARR

Procurement signed off, contract sent via PandaDoc.

Gamma SaaS

$42k ARR

Trial usage 3x median, exec sponsor identified.

HubSpotZoomFathomStripe

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.

Try asking

Which deals are most likely to close in the next 30 days?

What are the common objections from deals we lost last quarter?

Which open deals haven't had meaningful contact in 14 days?

AI 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.

Try asking

Review my call with Acme yesterday and tell me how to get better.

Where did I lose control of the demo on the Stripe call?

What is my discovery question hit rate vs. the team average?

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.

Try asking

How do we typically handle the "we're evaluating Zendesk" objection?

What does our ideal customer profile actually look like?

Walk me through the demo flow our top rep uses.

Pre-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.

Try asking

Give me a brief on tomorrow's call with Acme Corp.

Summarize every interaction we've had with this account.

What are the open questions from the last call with this prospect?

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
Zoom

Call recordings and transcripts

Fathom
Fathom

Meeting notes and action items

HubSpot
HubSpot

Deals, contacts, activities

Stripe
Stripe

Subscriptions and revenue context

Slack
Slack

Internal account chatter

Intercom
Intercom

Pre-sale conversations

Linear
Linear

Feature requests from prospects

PandaDoc
PandaDoc

Proposals and contracts

Built for the whole team

Leaders, reps, and enablement

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

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

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

01

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.

02

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.

03

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

Request a demo and we'll show Halo on a sample of your real calls and pipeline. The first answers usually surprise people.