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$
USD
I will build custom ai assistant for your sales team
Sanjeev R
About this gig
I build AI assistants for account executives that connect to your real CRM and knowledge documents.
AEs lose hours preparing for calls and still miss the detail that would have closed the deal. At the same time, churn signals sit unread in the CRM until the account is already gone.
This solves both. A brief lands at 9AM with the accounts that need attention: quiet, single-threaded, no decision-maker, follow-up overdue. Reps can also ask directly: what's blocking this deal, who needs a follow-up, which accounts are at risk.
Accuracy is built in layers: answers come only from your data, each one shows the records it used, responses are tested against real cases, and CRM write-backs need rep approval.
Get to know Sanjeev R
Sanjeev R
AI Product Consultant
- FromGermany
- Member sinceJan 2026
- Avg. response time1 hour
Languages
English, Hindi
I am a product leader with a track record of being a founding PM, launching new product lines to millions of users, and leading company-wide initiatives. I have a background in engineering, an MBA from ESADE Business school and experience founding a start-up in fin-tech space.
Currently I am deep into building AI agents that help businesses achieve meaningful results. If you organization is looking for someone to help in implementing agentic workflows, creating business cases for product initiatives or seek advice on product development, send me a message and I'll reply to you in 48 hours.
My Portfolio
FAQ
Which CRMs do you support?
HubSpot and Salesforce are most common. Pipedrive, Zoho, and others work too. If your data lives in spreadsheets or a database instead of a CRM, that also works. Message me what you use and I'll confirm before you order.
Is my sales data safe?
Yes. The assistant runs on your infrastructure or your own cloud account, and your data isn't used to train any model. I sign an NDA on request. For Premium, you get the full source code, so nothing is locked to me.
Will it change things in my CRM without me knowing?
No. Read access is automatic, but any update, email, or note it wants to write stops and waits for rep approval first. Nothing changes silently. This is built in from the start, not added later.
Do my reps need technical skills to use it?
No. They type questions the way they'd ask a colleague: "what's blocking the Meyer deal?" No queries, no filters, no training sessions. Cna be configured to Slack, messaging apps, email and hosted online applications. Check out an example here: https://ae-copilot-demo.streamlit.app/
What do you need from me to start?
Read access to your CRM (or a data export), any sales docs or playbooks you want it to know, and initial discovery to talk through how your team actually sells. The application will be custom built to suit your team's needs.
