Aaassist

AAAssist is your AI-powered sales coach that connects directly to your HubSpot CRM and tells you exactly what to do right now to close more deals.

HOW IT WORKS
AAAssist syncs with your HubSpot pipeline, analyzes your deals, emails, meetings, and tasks, then uses AI to generate prioritized coaching actions — complete with draft emails and call scripts.

FEATURES

Pipeline Coaching
• Get specific, prioritized actions based on your live CRM data
• AI-generated draft emails, call scripts, and follow-up messages
• Activity scoring to track your daily sales effort

Meeting Preparation
• Automatic meeting prep briefs for every external meeting on your calendar
• Deal context, attendee intel, and talking points pulled from HubSpot
• Post-meeting follow-up emails generated from call summaries

Weekly 1:1 Prep
• AI-generated deal updates with recommended next steps
• Accomplishment tracking with flexible date ranges
• Manager action items to stay aligned with your team lead

Quota Tracking
• Real-time progress toward your monthly or quarterly sales quota
• Supports custom pipelines and fiscal year configurations

SETUP
1. Connect your HubSpot account (OAuth — no API key needed)
2. Connect Google Calendar for meeting prep
3. Add your Anthropic API key for AI coaching
4. Set your sales quota and you're ready to go

PRIVACY
All data is stored locally on your device. Your CRM data is only sent to the Anthropic API for coaching generation. We never sell or share your data.