Advizr

Solutions / 01 · Sales

AI for sales teams

More booked calls on the same headcount, with a person approving every send.

Teams we build for

  • Hoyes Michalos
  • Nurse Next Door
  • Fedi
  • UBC Sauder
  • Merchant House Capital
  • Picton Investments
  • Campbell Froh May & Rice LLP
  • Barnakl
  • Hungerford
  • Breez

The sales day, drawn twice

The dashed lane is the day by hand. Below it runs the same day on the system, and the dashed node in the middle is a person approving every consequential step before it ships.

FIG. 01
Sales: the day by hand and on the systemThe dashed lane across the top is the Sales day by hand: Pull lists from LinkedIn, Write outreach one by one, Chase replies between calls and Update the CRM at night. Below it, CRM, Prospect databases and Call recordings feed the agents, every consequential action waits at your approval, and the approved work lands in Approval queue, Morning brief and Ask your brain.Pull listsfrom LinkedInWrite outreachone by oneChase repliesbetween callsUpdate theCRM at nightCRMProspectdatabasesCallrecordingsAgentsYourapprovalApproval queueMorning briefAsk your brainThe day by handThe day on the system
Sales: the day by hand and on the system.REV 2026.08

What we build for sales teams

Prospect sourcing engine

Pulls prospects matching your ICP from prospect databases and LinkedIn, dedupes them against the CRM, and lands a worked list every morning. Your SDRs start the day with people to contact, not lists to build.

Outbound engine

Outreach approval queue

Drafts each sequence in your voice, grounded in the deal history and what has worked before. Nothing sends until a named person approves it in the queue. You stay in control of every word a prospect sees.

Outbound engine

Reply triage agent

Reads every reply as it lands. Interested prospects get booked straight onto the right rep's calendar. Objections and edge cases get handed to a human with the full thread and a suggested answer attached.

Outbound engine

Pipeline hygiene agent

After each call, it updates stage, next step and close date from the recording and the email thread. The rep confirms instead of typing. The CRM stays true all week, not just before pipeline review.

Custom agents

Call prep brief

Before every meeting, it assembles one page from the CRM record, past emails and call recordings. Who they are, what was promised, what stalled last time. Your AE walks in knowing the account cold.

Custom agents

Stalled deal watch

Flags any deal with no activity inside the window you set, and drafts the nudge for the rep to approve. Deals stop dying quietly because nobody noticed the silence.

Operations hub

Forecast assembly

Builds the pipeline roll-up from live CRM stages before the meeting, with movement since last week called out. Your Monday starts with decisions, not with someone reading a spreadsheet aloud.

Operations hub

The surface your team runs it from

Drawn in code from the panel you actually get, not a doctored screenshot. Where a real number would sit, the panel shows a label, because numbers on this site have to trace to a source.

Tour the platform

The AI proposes. You approve. Nothing sends itself.

  • The draft

    Risk, reversibility and expiry stated

    WaitingApprove
  • The plan

    Risk, reversibility and expiry stated

    ApprovedApprove
  • The number

    Risk, reversibility and expiry stated

    ApprovedApprove
The approval queue, drawn from its own copy

The numbers we put in writing

The guarantee, line by line
TermIn writing
The promise5x ROI in 30 days
The baselineSigned before we build
The clockStarts at deployment
If we missWe keep working free

We guarantee 5x ROI inside 30 days of deployment, in writing, measured against a baseline you sign before we build. If the system misses the bar, we keep working for free until it clears.

Read the full terms

Wired into your stack

Reads from

  • HubSpot
  • Apollo
  • LinkedIn Sales Navigator
  • Gong
  • Gmail

Acts in

  • Instantly
  • Calendly
  • PandaDoc
  • Slack

Reports to

  • HubSpot dashboards
  • Google Sheets
  • Looker Studio

The numbers in sales teams

Sellers spend 40% of their time actually selling. Salesforce asked 4,050 sales professionals in late 2025. The rest of the week is the part we build for.

Salesforce · 2026 · 4,050 sales professionals, surveyed late 2025

48% of reps say they lack the bandwidth to do adequate cold outreach, in the same Salesforce survey. The pipeline gap is a capacity problem before it is a skill problem.

Salesforce · 2026 · 4,050 sales professionals, surveyed late 2025

87% of sales organizations already use some form of AI, per Salesforce's 2026 State of Sales. The question is no longer whether, it is whether yours is wired into your pipeline.

Salesforce · 2026 · 4,050 sales professionals, surveyed late 2025

19.2% of Canadian businesses used AI to produce goods or deliver services in the past year, triple the rate from two years earlier, per Statistics Canada. Your competitors are not waiting.

Statistics Canada · 2026 · 9,251 business responses from a 21,105 sample, fielded April to May 2026 (Canadian Survey on Business Conditions)

Where the system stops

What we will not automate

The system fills the calendar and preps the call, but discovery, negotiation and the close stay with your reps.

Your pipeline, prospect and call data stay in your workspace, access follows your CRM permissions, and every outbound send is logged.

Read our full security posture

Three ways to start

Free audit

We map the department and hand back a ranked plan. Yours to keep.

First build

One system, fixed scope, built in your stack and covered by the guarantee.

Book a call

Fifteen minutes with James. Bring the bottleneck, leave with an answer.

Start free. Know your number in five days.

A 3 to 5 day audit of your operations, ending in a plan with the ROI math attached. No obligation.

5x ROI in 30 days. Or we work for free.