✦ AI-POWERED SALES CRM

Turn your entire sales process
into one intelligent system.

Capture leads. Understand customers. Automate follow-ups. Close more deals — from one powerful workspace.

Get Started → Book a Demo
No credit card required
Quick setup
Secure workspace
Deal Won 🎉
+₹125K ARR Closed
Contact Enriched ✓
120 Emp · Series A · Score 96
Follow-up Scheduled
Resend Sequence · Step 2
AI Sales Insight
✦ Opportunity moved to Proposal
app.sailysaas.com/en/crm/dashboard
● Live Workspace

Sales Pipeline Overview

Active multi-stage opportunity board & conversion tracking

Export CSV + New Deal
Expected Revenue ₹482,500 ▲ +18.4% vs last month
Active Deals 24 Open ▲ 8 in Proposal Stage
Enriched Leads 346 Contacts ✦ FireEnrich Auto-Synced
Win Rate 38.6% ▲ +4.2% acceleration
1. Qualified (4)
Apex Cloud Systems

Lead: Sarah Jenkins (VP Sales)

₹64,000 Score 94
FinBridge Global

Owner: Manas Soni

₹32,500 Score 88
2. Discovery (3)
Retail AI Review

Owner: Ashutosh Verma

₹85,000 Demo Booked
Nexus Health Care

Lead: Dr. Marcus Vance

₹48,000 Call Logged
3. Proposal (3)
Term Life Insurance Co.

Assigned: Rahul Sharma

₹110,000 Sent
HyperScale Logistics

Assigned: Jennifer Cole

₹75,000 Reviewing
4. Closed Won (5)
BlueTide Financial

Owner: Jennifer Cole

₹125,000 Won
Vector Labs Enterprise

Owner: Manas Soni

₹92,000 Won
Everything your sales team needs in one workspace.
AI-powered
Sales automation
Secure data
Multi-organization
Real-time pipeline
The Core Problem

Your sales shouldn't live in seven different places.

When customer data, call logs, outreach sequences, and deal stages are trapped across disconnected tools, your team loses time and deals slip through the cracks.

The Fragmented Stack ✕ 7 Disconnected Tools
Clunky Spreadsheets
Disconnected Inboxes
WhatsApp on Personal Phone
Forgotten Sticky Notes
Separate Phone Dialers
Outdated Excel Reports
⚠ Result: Missed follow-ups, lost context, zero revenue predictability.
Unify
SailySaaS SailySaaS Sales OS
✓ One Intelligent System
Unified Lead & Contact Dossier Auto-enriched firmographics & verified contact info
Real-Time Pipeline Kanban Stage-gated deals with automated probability scoring
Integrated Multichannel Comms Resend email, WhatsApp API & Retell calling logs
AI Next-Best Action Engine High-intent buyer signals and auto activity summaries
Interactive System Architecture

Everything your team needs.
Connected.

Hover over any capability in the SailySaaS ecosystem to see how it powers your entire revenue engine.

SailySaaS Logo SailySaaS

The Intelligent Sales OS

Leads IntakeZenith & Web Capture
Contacts & Accounts360° Relationship View
CompaniesAccount Hierarchies
Pipeline KanbanStage-Gated Deals
ActivitiesCalls, Emails & Notes
CampaignsResend & WhatsApp
AI IntelligenceFireEnrich Scoring
AnalyticsROI & Conversion Cycles

Automated Lead Intake & Deduplication

Captures leads directly from web forms, CSV imports, and the Zenith Chrome extension with real-time attribution.

Inbound & Outbound
The Revenue Lifecycle

One unified journey.
From stranger to signed contract.

Follow a single prospect across every touchpoint to see how SailySaaS maintains context from initial capture to closed revenue.

1

1. Capture

Lead captured with 1-click from LinkedIn via the Zenith Chrome extension or website contact form.

Zenith Lead Ingested
2

2. Enrich

FireEnrich automatically retrieves verified phone, company headcount, funding stage, and tech stack.

Firmographics Synced
3

3. Qualify

AI evaluates buyer authority and fit score, assigning 96/100 intent based on current hiring signals.

Score: 96 / 100
4

4. Engage

Automated Resend email sequence delivers personalized deck; Retell AI/Exotel logs outbound discovery call.

Call Logged (8m 24s)
5

5. Propose

Opportunity created in Pipeline board with expected valuation (₹64,000) and automated follow-up tasks.

Proposal Stage Active
6

6. Won

Contract approved, deal marked Closed Won, and invoice record generated with automated notification.

+ 64K ARR Realized 🎉
Unified Product Experience

Your entire sales operation.
One intelligent workspace.

Switch between core CRM views below to explore how SailySaaS streamlines every day-to-day sales operation.

Executive Overview

Real-Time Visibility Across All Sales Metrics

Keep leaders, managers, and account executives aligned with automated revenue forecasting, deal velocity metrics, and team activity tracking.

Instant KPIs: Expected Revenue, Active Accounts, Inbound Velocity
Multi-organization tenant switcher with zero cross-org data leakage
Live activity feed for calls, emails, notes, and AI signals
Recent Workspace KPIs
Quarterly Revenue
₹482,500
Deals Closed
18 Won
Pipeline Quota Attainment 118% of Target
Intelligent Ingestion

Automated Lead Capture & Enrichment

Capture prospects directly from web forms, LinkedIn via the Zenith browser extension, or bulk CSV upload with duplicate prevention built-in.

Auto-enrichment with email validation and social profile sync
Instant round-robin or rule-based assignment to sales reps
Lead Name Company Source Status
Sarah Jenkins
sarah@apexcloud.io		 Apex Cloud Zenith Ext. ✦ Enriched
David Vance
david@finbridge.com		 FinBridge Global Web Form Qualified
Michael Ross
mross@vectorlabs.ai		 Vector Labs Inbound API Contacted
Relationship Intelligence

360° View of People & Companies

Keep key decision-makers, verified emails, phone numbers, deal histories, and touchpoints organized in one clean timeline.

Full company account hierarchy and stakeholder mapping
Linked opportunities, active contracts, and recent activity history
RS
Rahul Sharma
Founder & CEO @ ABC Enterprises
📧 rahul@abcenterprises.com · 📞 +91 98765 43210
🏢 Company: ABC Enterprises · 📍 Bengaluru, IN
✦ FireEnrich Profile: 120 Employees · Series A (8M)

Stage-Gated Opportunity Pipeline

Visual drag-and-drop workflow tracking every deal stage

5 Custom Stages
1. NEW (4)
Alpha Tech
18,000
2. QUALIFIED (6)
FinBridge
32,500
3. DISCOVERY (3)
Retail AI
85,000
4. PROPOSAL (5)
Term Life
110,000
5. WON (18)
BlueTide
125,000
Omnichannel Activity

Log Every Touchpoint Automatically

Calls, outbound emails, client meetings, WhatsApp conversations, and AI summaries are logged directly under the contact and deal timeline.

📞 Outbound Call Completed10 mins ago
Call with Rahul Sharma · Exotel / Retell Voice AI

Discussed enterprise multi-seat expansion. Decision maker aligned.

✉ Sequence Email Delivered1 hour ago
Proposal Follow-up via Resend API

Opened 3 times. Pricing attachment downloaded.

Revenue Intelligence

Actionable Forecasts & Performance Reports

Track team quota attainment, cycle times, win rates by lead source, and product revenue contributions with comprehensive built-in reporting.

Lead Source Performance
Zenith Chrome Extension48% Win Rate (220K)
Direct Inbound Website34% Win Rate (145K)
Outbound Email Campaigns26% Win Rate (117K)
The Modern Sales Dilemma

Sales shouldn't feel this complicated.

Most sales teams lose high-intent buyers not from a lack of leads, but from scattered tools, forgotten follow-ups, and painful manual data entry.

✕ The Old Way (Scattered & Manual)

Fragmented sales stack & missed opportunities

When customer records and deals live across 5 different apps, sales velocity drops to a crawl.

Scattered customer data spread across spreadsheets and notes
Missed follow-ups because reps lack automated sequence reminders
Manual updates that consume 35% of an AE's productive selling time
Disconnected tools that don't talk to your email or voice provider
Unclear pipeline with unreliable closing date forecasts
✓ The SailySaaS Way

Bring everything into one intelligent workspace

One unified system that automatically enriches prospects, manages stages, and executes follow-ups.

Single source of truth for every lead, contact, account, and deal
Automated follow-up sequences via Resend Email and WhatsApp Cloud API
FireEnrich AI intelligence that enriches company & contact data in seconds
Connected telephony with Exotel and Retell Voice AI integration
Stage-gated pipeline for accurate forecasts and reliable revenue closing
Intelligent Sales Co-Pilot

AI doesn't replace your sales team.
It makes them sharper.

SailySaaS AI enriches raw leads into actionable 360° buyer dossiers, spots high-intent signals, and recommends the exact next step to advance the deal.

Raw Lead Data ✕ Incomplete
JC
John Carter
jcarter@acme.com
Company: Acme (Unknown Size)
Phone: Not provided
Tech Stack: Unknown
Intent Signal: Unranked
FireEnrich
✦ FireEnrich Verified Profile

John Carter

VP of Sales · Acme Technologies Inc.
✦ Intent Score 96/100
Direct Contact 📞 +1 (415) 555-0192 (Verified)
Company Scale 🏢 250 Employees · 18M Series B
Tech Stack 💻 Next.js, Stripe, AWS, Postgres
Buying Signal ⚡ Actively hiring 12 AEs
⚡ Recommended Next Action: Send Enterprise Multi-Seat Deck via Resend Sequence & schedule Retell discovery call.
Visual Sales Automation

Automate the busywork.
Focus on closing.

Create trigger-based workflows that automatically schedule tasks, dispatch sequences, and update sales stages without manual clicking.

⚡ Trigger Event Deal Moved to "Proposal" Opportunity reaches Stage 4
Action 1 Create Rep Task "Send Contract Deck" due in 24h
Action 2 Dispatch Resend Email Automated personalized follow-up
Action 3 WhatsApp Notification Alert deal owner on mobile
1
New Lead
Inbound Capture
✦
AI Enrichment
FireEnrich Auto
3
Qualification
ICP AI Scoring
4
Email / Call
Resend & Retell AI
5
Follow-up
WhatsApp Cloud API
6
Sales Stage
Opportunity Deal
🎉
Deal Won
Revenue Closed
Inbound Capture Stage 1 of 7 · Click any step above to inspect

New Lead Intake

Lead is captured instantly from Web Form, Zenith Chrome Extension, or bulk CSV upload with duplicate prevention.

⚡ Captured: Rahul Sharma (Founder @ ABC Enterprises) via Zenith Extension
Enterprise Capabilities

Built specifically for closing high-value deals.

Every module in SailySaaS is engineered to eliminate friction, automate administrative overhead, and give your team unfair sales speed.

✦ Lead Management

Never lose track of a promising lead.

From the second a lead arrives from your web form, outbound campaign, or the Zenith extension, SailySaaS captures full context, prevents duplicates, and triggers immediate automated qualification.

Automated lead source tracking and attribution
Configurable lead stages with ownership routing
Bulk import workbook templates for effortless migration
Active Lead Ingestion
Jennifer Cole Enriched 98%

Director of Ops @ BlueTide Financial · Source: Zenith Ext.

Mahul Sharma Assigned

Head of Underwriting @ Term Life Insurance · Source: Web Form

✦ Contacts & Accounts

Every relationship, beautifully organized.

Maintain a complete 360° record of every prospect and customer account. Link decision makers to companies, view deal histories, and review past meeting notes in one unified timeline.

Full relationship mapping between people, teams, and accounts
Custom profile attributes and flexible metadata storage
RS
Rahul Sharma
Founder & CEO @ ABC Enterprises
📧 rahul@abcenterprises.com · 📞 +91 98765 43210
🏢 Company: ABC Enterprises · 📍 Bengaluru, IN
✦ FireEnrich Profile: 120 Employees · Series A (8M)
✦ Omnichannel Activity

Every conversation. Every follow-up.

Whether it's an outbound phone call via Exotel, an AI agent discussion via Retell AI, a WhatsApp chat, or a sequence email via Resend, all activities automatically sync into the customer record.

Native call recording and transcription logging
Two-way email syncing with open and link click tracking
📞 Outbound Call Completed10 mins ago
Call with Rahul Sharma · Exotel / Retell Voice AI

Discussed enterprise multi-seat expansion. Decision maker aligned.

✉ Sequence Email Delivered1 hour ago
Proposal Follow-up via Resend API

Opened 3 times. Pricing attachment downloaded.

✦ Campaigns & Sequences

Turn outreach into measurable pipeline.

Design multi-step email campaigns and WhatsApp broadcasts with dynamic merge tags, scheduling triggers, bounce handling, and unsubscribe compliance.

Personalized dynamic merge tags for emails & WhatsApp
Automated delivery reports and engagement metrics
Sent 1,420
Open Rate 64.2%
Replies 18.5%
✉ Next Step: Auto-send follow-up to 48 unopened recipients in 2 days.
Opportunity Engine

Always know what happens next.

Track deal milestones, assign line items, calculate expected revenue, and move opportunities across structured stages without losing deals in the cracks.

New 2 Deals
Quantum Logic AI
Owner: Oscar Vance
24,000 New Lead
➔ Next Action: Send Intro Deck
Qualified 4 Deals
Patil Global Holdings
Owner: Manas Soni
18,000 BANT Verified
➔ Next Action: Schedule Tech Discovery
Discovery 3 Deals
Retail AI Group
Owner: Ashutosh Verma
63,000 Demo Booked
➔ Next Action: Conduct Solution Demo
Proposal 3 Deals
Term Life Insurance
Owner: Rahul Sharma
42,000 Contract Sent
➔ Next Action: Executive Signoff Call
Won 18 Closed
BlueTide Financial
Owner: Jennifer Cole
125,000 Won & Invoiced
✓ Next Action: Account Onboarding
Targeted Solutions

Built for teams that are serious about sales.

Select your role to explore how SailySaaS eliminates friction, centralizes relationships, and accelerates deal cycles.

Built for High-Velocity Sales Teams

Give account executives and SDRs a friction-free workspace where contact enrichment, sequence execution, and pipeline staging take seconds.

1-click lead capture with the Zenith Chrome extension
Automated follow-up sequences via Resend & WhatsApp
Stage-gated Kanban pipeline with clear next-action tags
AE Command Center
Apex Cloud (64,000)Proposal Stage
Owner: Sarah Jenkins · Next Action: Contract Review Call
FinBridge Global (48,000)Discovery Stage
Owner: Alex Mercer · Next Action: Send Security Whitepaper
Managerial Command

See what needs attention before it becomes a problem.

Keep your finger on the pulse of the sales floor with automated deal risk alerts, overdue task warnings, and real-time rep performance metrics.

Overdue Tasks & Risk Alerts ● 3 Overdue

3 Tasks
Contract signoff: Apex Cloud Due 2h ago
Discovery follow-up: FinBridge Due Yesterday
Security audit: Vector Labs Due 1d ago

Pipeline Stage Velocity ● Average 14 Days

482,500
Discovery ➔ Proposal 8.2 Days (Fast)
Proposal ➔ Closed Won 5.8 Days (Fast)
Avg Deal Size 42,000 INR

Team Quota Attainment ● 118% of Target

18 Closed
Jennifer Cole 125K (142%)
Manas Soni 92K (115%)
Rahul Sharma 74K (98%)
Connected Ecosystem

Every conversation, connected.

SailySaaS integrates natively with industry-standard communication providers, voice engines, browser extensions, and event webhooks.

✉
Email
Resend Email API

High-deliverability transactional emails, sequence automation, and real-time webhook tracking.

💬
Messaging
WhatsApp Cloud API

Meta official API integration for broadcast campaigns, 1-on-1 customer chat, and automated updates.

📞
Calling
Retell AI & Exotel Voice

Automated outbound calling, conversational AI voice agents, and audio recording transcripts.

⚡
Social
Zenith Chrome Extension

1-click lead capture directly from LinkedIn and social profiles into your CRM pipeline.

📬
Email
Gmail & Outlook OAuth

Direct inbox synchronization, thread tracking, and two-way email activity logging.

🤖
AI
FireEnrich & E2B AI Engine

Automated contact enrichment, buying signals, and custom LLM agent execution sandbox.

⚙
Active
Inngest Event Engine

Reliable, durable background scheduling for enrichment pipelines and automated task gating.

🔗
Developer
REST API & Webhooks

Secure Bearer token API for programmatically syncing leads, contacts, opportunities, and tasks.

Sales Intelligence

Know what's driving your pipeline.

Monitor lead velocity, team quota pacing, opportunity stage conversion, and closed revenue with built-in reports.

Total Contacts Managed 346 ▲ Active Records
Leads Ingested 55 ▲ +24% This Month
Open Opportunities 24 482K Pipeline
AI Activity Insights ✦ 18 High Intent Signals
Strategic Value

More than a database.
Your sales command center.

Compare how SailySaaS elevates your sales process beyond messy spreadsheets and heavy legacy platforms.

Capability Spreadsheets & Notes Traditional Legacy CRM SailySaaS Sales OS
Lead & Contact Capture Manual copy-pasting Requires complex web forms ✦ 1-click Zenith Ext & API
Data Enrichment None (manual googling) Expensive 5k/yr add-on ✦ Built-in FireEnrich AI
Opportunity Pipeline Static rows & columns Clunky custom dashboards ✦ Visual Stage-Gated Kanban
Multichannel Comms Disconnected inboxes & phones Requires 3rd party plugins ✦ Native Resend, Retell & WhatsApp
Setup & Onboarding Time Immediate (but messy) 3–6 Months implementation ✦ Live in under 5 minutes
Workspace Data Isolation None (file sharing risks) Complex enterprise tiers ✦ Strict Multi-Tenant Isolation
Predictable Pricing

Simple, transparent plans for growing teams.

Start with a 14-day free trial. Scale as your sales volume and pipeline expand.

Monthly Billing
Annual Billing Save 20%
Starter

For small teams getting organized and building their initial sales pipeline.

₹1,000 / user / month
Up to 1,000 Contacts & Leads
Kanban Sales Pipeline
Zenith Chrome Extension Access
Basic Activity & Call Logging
Standard Email Support
Start 14-Day Trial
Most Popular
Growth

For scaling teams that need automated enrichment, sequences, and advanced pipelines.

₹1,999 / user / month
Unlimited Contacts, Leads & Deals
✦ FireEnrich AI Lead Enrichment
Automated Email Sequences (Resend)
WhatsApp Cloud API Campaigns
Custom Fields & Webhooks API
Priority 24/7 Support
Start 14-Day Trial
Business

For multi-team organizations requiring custom integrations, dedicated AI voice, and SLA guarantees.

₹2,999 / user / month
All Growth Features Included
Auto Calling (Exotel & Retell AI)
Multi-Organization Tenant Management
Dedicated REST API Key & Higher Limits
Audit Logs & Custom Role Permissions
Dedicated Account Manager & 99.9% SLA
Book an Enterprise Demo
View full detailed feature comparison matrix →
Enterprise Security & Trust

Security built for serious sales operations.

Engineered with verified architectural safeguards to protect your customer data, team permissions, and workspace privacy.

Secure Authentication

Protected session management with Better-Auth, Email OTP verification, Google OAuth, and secure HTTP-only cookies.

Organization-Level Isolation

Every database query is strictly filtered by organization tenant ID, guaranteeing complete multi-tenant separation.

Role-Based Access Control

Structured permissions for Admins, Managers, and Sales Reps to control access to sensitive deals, contacts, and settings.

Protected Customer Data

Encrypted third-party API credentials, TLS 1.3 encryption in transit, and safe parameterized query execution.

Activity & Audit Tracking

Chronological timeline logs of every call, email, stage transition, and mutation for comprehensive team visibility.

Frequently Asked Questions

Everything you need to know about SailySaaS.

Have questions before starting? Here are direct answers to common questions.

SailySaaS is a modern B2B AI Sales CRM designed for growing revenue teams. It centralizes leads, contacts, accounts, opportunities, activities, marketing campaigns, AI enrichment, automated follow-ups, and analytics in one unified workspace.

SailySaaS is built for B2B sales teams, founders, revenue leaders, and agencies who want to eliminate manual data entry, automate lead qualification, and close deals faster with AI enrichment and automated sequences.

Yes. SailySaaS provides bulk CSV and Excel import templates for contacts, companies/accounts, and opportunities with automatic column mapping and duplicate detection.

Yes. SailySaaS supports multi-step scheduled email sequences via Resend, WhatsApp campaigns via Meta Cloud API, automated task gating on deal stages, and event-driven workflows powered by Inngest.

Yes. With FireEnrich and AI Activities, SailySaaS automatically retrieves verified contact details, firmographic company data, tech stack information, and buying intent scores as soon as a lead enters the CRM.

Yes. SailySaaS connects with Exotel and Retell AI for outbound voice calling, automated conversational voice AI agents, and call activity logging directly inside customer timelines.

Yes. SailySaaS provides a comprehensive REST API authenticated with Bearer tokens (prefixed with nxtc__) for creating leads, contacts, opportunities, activities, and receiving real-time webhooks. Full guides are available in our API Documentation.

Customer data is strictly isolated per organization with tenant-level database filters, AES-256-GCM encryption for credentials, role-based access control, and complete audit logging.

Yes! Every new organization gets a 14-day free trial with full access to leads, pipeline management, enrichment, and sequences. No credit card is required to start.

Your sales team already has the leads.
Now give them the system to close them.

Bring your customers, pipeline, activities, AI and automation into one intelligent workspace.

Get Started → Book a Demo
Any Query? Chat with us