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PLATFORM FEATURES
Sellara combines autonomous AI, deal intelligence, coaching, email, voice, commissions, planning, CRM, and analytics into a single platform built for modern sales teams.
Every rep gets an AI Twin — an autonomous agent that continuously scans their pipeline, identifies what needs to happen next, and either executes or recommends actions. The Twin monitors deal health, engagement patterns, upcoming deadlines, and competitor signals across every deal in the pipeline.
It can perform 14+ action types: draft emails, send emails, update deal fields, create deals, create follow-up tasks, generate meeting prep briefs, flag risks to managers, adjust close dates, suggest next-best-actions, update deal stage, log coaching notes, generate competitive briefs, trigger re-engagement sequences, and monitor champion relationships. Each action is matched to the right autonomy level based on risk and rep preference.
Level 1 (Suggest): The Twin recommends an action and waits for the rep to approve, edit, or dismiss it. Level 2 (Draft): The Twin prepares the action (e.g. drafts an email) and queues it for one-tap approval. Level 3 (Act & Notify): The Twin executes low-risk actions automatically and notifies the rep afterward. Level 4 (Full Auto): The Twin handles routine tasks end-to-end with no intervention required. Reps and managers control which action types operate at which level.
The Twin learns from every interaction. It tracks which suggestions reps accept, edit, or dismiss over a 90-day rolling window and uses that feedback to improve its recommendations. If a rep consistently edits email tone, the Twin adjusts. If a rep always dismisses stage-change suggestions for a particular deal type, the Twin stops making them. The result is an assistant that gets smarter and more aligned with each rep’s selling style over time.
Every deal gets a health score from 0 to 100, calculated from 7 weighted factors: stakeholder coverage (20%), champion strength (15%), qualification depth (20%), engagement velocity (15%), stage velocity (10%), competitive clarity (10%), and close date realism (10%). Scores update in real time as new data flows in.
The system tracks 8 risk categories: single-threaded deals, stalled engagement, missing decision-makers, weak qualification, slipping timelines, unaddressed competition, inconsistent signals, and ghost deals. Each risk triggers specific recommended actions through the next-best-action engine, which ranks suggestions by expected impact on deal progression.
Sellara delivers coaching that’s specific to each rep’s pipeline, not generic playbook content. The system runs 7 coaching session types: deal strategy reviews, skill-gap analysis, pipeline health checks, win/loss debriefs, competitive positioning, time management audits, and forecast accuracy coaching.
Coaching sessions are triggered four ways: daily cron jobs that scan for coaching opportunities, event-driven triggers when deal health changes or risks emerge, user-requested sessions when reps want help on a specific deal, and manager-initiated sessions when a manager wants to coach a rep on a particular area. The coaching framework uses BANTC+ (Budget, Authority, Need, Timeline, Competition, plus Champion) as its default qualification methodology, fully configurable by the sales team.
Every weekday at 7 AM, each rep receives a morning brief — a personalized daily briefing that includes a pipeline snapshot with key changes since yesterday, the top 5 recommended actions ranked by urgency and impact, forecast health with any deals that moved or are at risk, and a narrative summary that reads like a quick note from a seasoned sales manager. Morning briefs are delivered via email and available in-app.
Sellara learns each rep’s writing style from a sample of their sent emails. It captures tone, vocabulary, sentence structure, and communication patterns so that every AI-drafted email sounds authentically like the rep wrote it.
The system generates 9 email types: initial outreach, follow-up after meeting, proposal delivery, objection handling, re-engagement of cold leads, introduction requests, competitive displacement, executive summary, and deal acceleration. Each type supports 3 personalization levels — light touch, personalized, and deeply researched — and every email is automatically enriched with deal context including recent interactions, stakeholder preferences, and competitive positioning.
Reps send a voice note via Telegram after a meeting, a call, or from the car. Sellara’s AI transcribes the note, extracts key entities — company names, contact names, deal amounts, next steps, competitor mentions — and matches them to the right deal in the pipeline.
High-impact updates like deal stage changes or new risks surface for one-tap approval. Low-risk updates like logging a call note or adding a follow-up task are auto-executed. The result: pipeline updates that used to take 10 minutes of CRM data entry now take a 30-second voice note.
Sellara’s Telegram bot is your mobile command centre. Send voice notes, text updates, or photos. Approve AI Twin actions with a single tap. Receive morning briefs, deal alerts, and coaching prompts right in the chat. It’s a full two-way channel between you and your pipeline — no app switching required.
Configure tiered commission plans with accelerators that kick in at quota milestones. Reps see a real-time dashboard showing earned commissions, pending commissions on open deals, and projected earnings based on current pipeline and win rates.
The what-if engine lets reps model scenarios: "If I close these three deals this month, what’s my payout?" The team leaderboard shows rankings by commission earned, deals closed, and pipeline generated — giving managers visibility and reps motivation.
Sellara generates three types of plans: account plans that map stakeholder relationships, identify whitespace opportunities, and track strategic initiatives for key accounts; territory plans that segment accounts by potential and engagement, set coverage priorities, and track territory-level metrics; and deal win plans that outline the specific strategy, milestones, and actions needed to close individual opportunities.
Every plan includes competitive intelligence. At the deal level, the system tracks which competitors are involved, their likely positioning, and recommended counter-strategies. At the pipeline level, a cross-pipeline competitive summary shows win/loss trends by competitor, common competitive objections, and which reps are strongest against each competitor.
Sellara includes a full-featured CRM: deals with customizable stages and fields, accounts with hierarchy and relationship mapping, contacts with role tracking and engagement history, and activities with automatic logging from email and voice.
For teams already on Salesforce, Sellara offers bidirectional sync — changes in either system flow to the other automatically. But for teams that don’t need enterprise CRM complexity, Sellara’s built-in pipeline management is designed to be faster, simpler, and purpose-built for AI-assisted selling.
Moving from another CRM? Sellara’s import wizard maps your existing data — deals, contacts, accounts, and activities — so you can be up and running without re-entering anything. Upload a CSV or connect directly to Salesforce for a full migration.
Manager dashboards give sales leaders a real-time view of their entire team’s pipeline, activity, and performance. No more Monday morning pipeline calls where reps read out deal updates — the data is already there, enriched with AI analysis.
The system auto-detects 4 escalation types: low health deals where scores drop below threshold, stalled deals with no activity for a configurable period, quota risk when a rep’s pipeline coverage falls below target, and missed activity when reps fall behind on expected engagement cadence. Each escalation surfaces in the manager’s dashboard with context and recommended actions.
Period-based dashboards let you compare performance across weeks, months, and quarters. Track the metrics that actually drive revenue: productivity metrics like calls made, emails sent, and meetings booked; pipeline metrics like deals created, pipeline velocity, stage conversion rates, and average deal size; and coaching metrics like coaching sessions completed, recommendation acceptance rates, and skill development trends.
Every dashboard is filterable by rep, team, territory, and time period — so managers can drill into exactly the view they need.
Book a demo and we'll walk you through every feature on your own pipeline data.