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The CRM that fills itself in.

Ambi reads your team's email, calls and messages, updates every deal, and shows you the sentence that proves it.

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Jessica Turner, VP Operations, Lakeshore Freight: "Thanks for the walkthrough. We're happy to go ahead at $48,000. Can we start by Nov 15?" Ambi updates the Lakeshore Freight deal: stage Approved, amount $48,000, Start date Nov 15, 2026, Next step Send order form, Contact Jessica Turner, VP Ops.

Your industry:
07:58 One day with Ambi starts here
Ryan's home page: open pipeline, weighted forecast, won this quarter and tasks, then the three things that need him and today's meetings. Short silent clip: the cursor moves down the Needs you list, from the Lakeshore Freight stage move to the late task, each with its one button.
Ryan's home page: open pipeline, weighted forecast, won this quarter and tasks, then the three things that need him and today's meetings. Short silent clip: the cursor moves down the Needs you list, from the Lakeshore Freight stage move to the late task, each with its one button.

  1. The numbers that matter: open pipeline, weighted forecast, won this quarter, tasks.

  2. Needs you, in order: a stage move 94% sure, a late task, another move.

  3. One button each, and today's meetings with the deal attached.

Your day starts with what changed overnight.

Before the first call, you see the deals that moved, the ones slipping, and the decisions only you can make. Two minutes, then you're selling.

Jessica says yes. The deal moves before you open the email.

The agent reads the thread, moves the stage, sets the amount and start date, adds the new contact, and pins the sentence behind each change. Stage moves wait for your click.

PRJessica Turner · VP Operations, Lakeshore Freight · 08:42

Hi Ryan,

Thanks for walking me through the numbers. We're happy to go ahead at $48,000. Can we start by Nov 15?

If you send the order form and a kickoff plan, I'll get it signed. Looping in Emily, who runs dispatch.

Jessica

Lakeshore Freight · Fleet Analytics rollout

Deal record, owner Ryan Mitchell

Stage, amountDemoApproved · $48,000
Start dateNov 15, 2026
Next stepSend order form and kickoff plan
New contactEmily Brooks, Dispatch

Stage move waiting for Ryan: Approve · Undo

In the app: one click from email to Approved.

Jessica Turner's email says yes at $48,000 and Ambi asks to move Lakeshore Freight to Approved. Short silent clip: Ambi's panel opens with Jessica's yes and the $48,000, Ryan accepts Move to Approved, a toast confirms it, and the board shows Lakeshore Freight in Approved as the column total counts up.
Jessica Turner's email says yes at $48,000 and Ambi asks to move Lakeshore Freight to Approved. Short silent clip: Ambi's panel opens with Jessica's yes and the $48,000, Ryan accepts Move to Approved, a toast confirms it, and the board shows Lakeshore Freight in Approved as the column total counts up.

  1. Ambi spots the yes in Jessica's email and quotes it back.

  2. Ryan accepts the move. Undo stays one click away.

  3. The board updates and the Approved total counts up.

The call ends. The notes are already in the deal.

From the meeting transcript, it pulls the budget, the people who sign, the promises made and the dates, then files each one where it belongs.

TranscriptHarbor Health · Patient Flow · 30 min · Megan Carter, Dr. Karen Walsh
  1. Karen WalshBudget is approved for this fiscal year, up to $85,000.
  2. Megan CarterI'll send the security answers by Thursday.
  3. Karen WalshDaniel Hayes, our CIO, signs off on anything over $50k.
  4. Karen WalshIf the pilot works, all four hospitals in Q1.
Amount$85,000 · budget confirmed
Task · Megan · due ThuSend security questionnaire
New contact · decision makerDaniel Hayes, CIO · signs off over $50k
Expansion4 hospitals in Q1 if the pilot works

In the app: the deal and its brief.

The Lakeshore Freight deal with facts linked to their source sentences, then Ambi's deal brief. Short silent clip: the deal page shows each fact with the sentence it came from, then the deal brief opens: where we stand, how to win, risks and what is still unknown.
The Lakeshore Freight deal with facts linked to their source sentences, then Ambi's deal brief. Short silent clip: the deal page shows each fact with the sentence it came from, then the deal brief opens: where we stand, how to win, risks and what is still unknown.

  1. Every fact shows its sentence: value, close date, decision makers, the key quote.

  2. The deal brief: where it stands, how to win, risks and what's still unknown.

  3. Written from the threads and calls, refreshed as new ones arrive.

Between meetings, it's in your pocket.

The same Ambi on your phone: what needs you next, one-tap moves, a swipe to finish a task. Undo is always there.

Ambi's phone app: Ryan's home with what needs him, the bottom bar, and the dark theme. Short silent clip: the late task is swiped to Done with an Undo, then the menu opens and the theme switches to dark.

  1. Next up, in order: two stage moves and a late task, each one tap.

  2. Swipe a task done. Undo stays on screen for a few seconds.

  3. Light, dark or auto, from the menu under your initials.

One sentence in. A campaign out, waiting for you.

Describe the companies you want. The agent finds them, reads their sites and job posts, picks two right people at each, and drafts the emails in your voice.

Manufacturing companies in Texas using HubSpot
Industry: manufacturingState: TexasCRM: HubSpotHiring sales roles

Type it the way you'd say it.

A new prospect search: "Manufacturing companies in Texas using HubSpot" read into filters. Short silent clip: the search is typed the way you'd say it, Read it turns it into chips (manufacturing, Texas, HubSpot, hiring a CRM administrator), and the company count is set to 100.
A new prospect search: "Manufacturing companies in Texas using HubSpot" read into filters. Short silent clip: the search is typed the way you'd say it, Read it turns it into chips (manufacturing, Texas, HubSpot, hiring a CRM administrator), and the company count is set to 100.

  1. One sentence becomes filters you can see and change.

  2. Signals, not just firmographics: the CRM they run, the roles they're hiring.

  3. You set how many, before anything is researched.

Then the campaign, drafted in Ryan's voice.

The campaign builder for Texas manufacturers on HubSpot: Ryan's brief, and the email as Mark Delgado will see it. Short silent clip: Draft the sequence from this brief is pressed, and a three-email sequence appears, with the personal line checked against the company's own profile.
The campaign builder for Texas manufacturers on HubSpot: Ryan's brief, and the email as Mark Delgado will see it. Short silent clip: Draft the sequence from this brief is pressed, and a three-email sequence appears, with the personal line checked against the company's own profile.

  1. One brief: who, the angle, the tone, the ask.

  2. Three short emails over eight days: the signal, a proof point, a last note.

  3. The personal line is checked against the company's own profile.

You approve each first email. One key each.

Approving first emails for a campaign to Texas manufacturers on HubSpot, one person at a time, with why each was picked. Short silent clip: Ryan presses Approve on Mark Delgado's email, the next person loads with their own reason and draft, and the counter ticks from 1 to 4 of 47.
Approving first emails for a campaign to Texas manufacturers on HubSpot, one person at a time, with why each was picked. Short silent clip: Ryan presses Approve on Mark Delgado's email, the next person loads with their own reason and draft, and the counter ticks from 1 to 4 of 47.

  1. Why picked: the HubSpot install, the CRM admin job post, the new plant.

  2. A personal first line from what Ambi found, in Ryan's voice.

  3. Approve, edit or skip. Follow-ups go on schedule after.

Nobody goes quiet without a nudge.

At six, you get every thread where a customer is waiting or has gone silent, with a draft ready. Ambi Chief of Staff pings whoever owes the reply.

The Follow-ups page: three overdue threads and one due today, each with how long it has waited and a draft ready. Short silent clip: Paul Anderson's overdue follow-up opens with Ambi's draft in Ryan's voice, Send is pressed, and the row folds away.
The Follow-ups page: three overdue threads and one due today, each with how long it has waited and a draft ready. Short silent clip: Paul Anderson's overdue follow-up opens with Ambi's draft in Ryan's voice, Send is pressed, and the row folds away.

  1. Who owes whom, counted in business days, so weekends don't trigger nagging.

  2. A draft is ready in the rep's own voice, from their sent mail.

  3. Send, edit or snooze. The row folds away when it's done.

Campaign replies, sorted while you were on calls.

Campaign replies sorted by label, with an interested reply from Mark Delgado at Lone Star Fabrication. Short silent clip: the replies are sorted by label, Create deal is pressed on Mark's interested reply, and the deal is created and linked on the reply.
Campaign replies sorted by label, with an interested reply from Mark Delgado at Lone Star Fabrication. Short silent clip: the replies are sorted by label, Create deal is pressed on Mark's interested reply, and the deal is created and linked on the reply.

  1. Labelled, positive first: interested, agrees to a call, not now with a real date.

  2. The next step is suggested: create the deal, or reply with two times.

  3. One click and the deal exists, linked to the reply.

You're asleep. Ambi isn't.

Replies from other time zones, late emails, research that takes hours. It all gets done overnight, and nothing gets sent without you.

  1. Read a reply from Singapore. Moved Pinecone Foods to Contract. Source: “legal has signed off on the MSA”.
  2. Matched 3 new threads to Harbor Health and Bluefin Shipping.
  3. Verified 46 work emails for the Texas campaign. 4 failed and were dropped.
  4. Drafted 6 follow-ups for Megan and Ryan. Waiting for approval.
  5. Wrote tomorrow's brief: 2 deals slipping, 1 customer waiting 30 hours.

Any hour: ask in plain words, get the answer and its source.

Ask Ambi: "Which deals can close this month?" answered with three deals and their sources. Short silent clip: the Ambi panel opens, the question "Which deals can close this month?" is typed, and the answer lists three deals with the email or Slack message behind each.
Ask Ambi: "Which deals can close this month?" answered with three deals and their sources. Short silent clip: the Ambi panel opens, the question "Which deals can close this month?" is typed, and the answer lists three deals with the email or Slack message behind each.

  1. One question, "Which deals can close this month?"

  2. Three deals and the total, each with the email or Slack message behind it.

  3. Next actions offered: draft the pricing email, check what's left on the MSA.

The sales head's view: a forecast reps actually sign.

Commit, best case and pipeline by rep, built from what customers said. Each rep signs off their own number, and you see who hasn't.

The quarter forecast by person with who has signed off, then the team view for the sales head. Short silent clip: Megan Carter signs off her $68K commit, then the team view moves through Attention (customers waiting, promises overdue), Scorecard and Coaching.
The quarter forecast by person with who has signed off, then the team view for the sales head. Short silent clip: Megan Carter signs off her $68K commit, then the team view moves through Attention (customers waiting, promises overdue), Scorecard and Coaching.

  1. Commit, best case and pipeline by person, built from what customers said.

  2. Who signed off, when and at what number, and who hasn't.

  3. Megan signs off her own $68K commit in one click.

Switching is our job, not yours.

Our team moves your companies, contacts, deals and history from Salesforce, HubSpot, Zoho CRM or Pipedrive, maps your stages, and checks it with you before anyone switches.

From SalesforceFrom HubSpotFrom Zoho CRMFrom Pipedrive
  • Companies2,140
  • Contacts9,412
  • Deals and stage history1,284
  • Notes, tasks and emails38,906
  • Owners and teams24

An example move for a 24-person team. Moved by our team, checked with yours.

Plugged into the tools you already use.

Mail, meetings and messages on one side. Documents, money and data on the other.

  • Gmail mail
  • Outlook mail
  • Google Calendar calendar
  • Google Meet meetings
  • Microsoft Teams meetings, chat
  • Zoom meetings
  • Slack nudges
  • WhatsApp Business messages
  • Calendly bookings
  • DocuSign signatures
  • QuickBooks invoices
  • Xero invoices
  • Zapier everything else
  • Salesforce import
  • HubSpot import
  • Zoho CRM import
  • Pipedrive import

Some of these connections are being added now. Ask on the demo which ones are live for your team.

Questions buyers ask first

What is Ambi?

Ambi is an AI CRM for B2B sales teams. It reads each person's email and meetings and keeps deals, tasks and follow-ups current, with the source quote behind every change.

Do I have to type updates into the CRM?

No. Ambi reads the email threads and meetings on each deal and updates stage, amount, dates, next step and contacts. Small updates apply on their own; stage moves wait for the owner's click, and every change can be undone.

Does Ambi send emails on its own?

No. Ambi drafts; a person approves every email before it is sent. Campaigns wait for approval too unless you switch on auto-send for that campaign.

Can admins read my mailbox?

No. Each person connects their own mailbox, and nobody else, not even an admin, can read it. HR, payroll and password mail is locked and never read by the AI.

Can we move from Salesforce, HubSpot, Zoho CRM or Pipedrive?

Yes. Our team moves your companies, contacts, deals and history, maps your stages, and checks the result with you before anyone switches.

How is it priced?

Usage-based, with no per-seat licence. We walk you through it on the demo.

Tomorrow at 08:42, your CRM updates itself.

Thirty minutes. We connect a test mailbox, run Ambi on real threads and show you what it would have done this week.

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