Ask your CRM. Get answers.

Ask in plain words. Get answers from your live data.

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check_circleIncluded in every plan check_circleOnly sees what you can see

A day with Amina.

From her 7 a.m. alarm to tomorrow's plan, Finixyz AI does the homework.

The questions you ask every day.

No reports to build. Just ask.

warning

Deals at risk

Spots deals with a passed close date, an expired quote, a failed pilot or no contact for weeks.

Which deals are at risk this month?
call

Who to call first

Ranks your leads by score, value and overdue follow-ups, and tells you who your champion is.

Who should I call first today?
payments

Money owed

Totals unpaid and overdue invoices by customer, so you know exactly who to chase.

Who owes us money?
track_changes

Targets and pace

Where the team stands against target today, who's leading and who needs a hand.

How are we doing against target?
domain

Any customer, in a sentence

Stage, value, budget, decision maker and biggest pain point for any company you name.

Tell me about Company MNO Bank
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Renewals and pilots

Contracts coming up for renewal and proofs of concept about to end, before they slip.

Which contracts are up for renewal?

Ask from any page.

One tap away on every screen.

  • bolt
    Answers with next stepsEvery answer ends with buttons: open the record, download a report or ask the follow-up.
  • history
    One conversationStart in the corner chat, expand to the full page and carry on where you were.
The Finixyz AI chat open over the deals board, answering who owes money
Finixyz AI on a phone

It tells you before you ask.

What needs your attention today, already found.

The Finixyz AI page with a conversation and insights for you

How it works.

01Ask in plain words

Type the question the way you'd say it. English works today; Kiswahili is on the way.

02Finixyz reads your data

It looks at the same leads, deals, quotes, invoices and targets you can see, as they are right now.

03You act on it

Open the record, send the reminder or call the customer, straight from the answer.

verified_userRespects your roles: a rep only hears about their own records lockYour data stays private to your company fact_checkNumbers come from your CRM, not guesses

Ask Finixyz about your own sales.

Included in every plan. Start free today.

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