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The first CRM you
can talk to.

Meet the first AI-powered co-pilot inside your CRM who can talk to
every member of your team and provide personalized assistance.

Sandy AI Sandy AI Sandy AI Sandy AI Sandy AI Sandy AI Sandy AI Sandy AI Sandy AI

And we call it Sandy AI

Sandy is a conversation-first, intelligent, and mindful assistant who understands the nature of
your work, and provide solutions that you’d actually admire.

Sandy does a lot,
so you don’t have to!

Sandy helps everyone. Sales reps, marketers, support reps, even decision-makers, all can make
their everyday a lot easier.

SCHEDULE MEETINGS, TASKS, AND CALLS

Ask Sandy to book a call with anyone, and it’s done. Not just meetings, Sandy can create tasks, schedule follow-ups, add notes, convert timezones, and more.

Stay on top of the action

AUTOMATE EMAILS

Save countless hours of drafting perfect emails. Replying to emails, sending intro emails, prospecting emails, just ask Sandy and it will write compelling copy that fits your style, tone and context of the conversation.

Almost like, you’re creating an email.

SUMMARIZE CONVERSATIONS

Imagine, how much time it will take you to understand the journey of a customer from the first conversation?

Sandy makes it so much easy for you. It can summarize contacts, accounts, email conversations, support chats and more. So you can step into the real work ASAP.

Learn the history of anything in seconds.

ROADMAP FOR SANDY

New capabilities launching very soon

  • Generate on-demand insights using CRM data.
  • Transcribe call recording and bring out insights.
  • Create high-converting email templates in seconds.
  • Handle support chats using your own knowledge base
  • Train Sandy with your content preferences.
  • Create contacts, companies, deals, and more.

And Sandy AI is…

Highly Trained

Highly Trained

Voice-activated

Voice-activated

Easily Accessible

Easily Accessible

100% Secure

100% Secure

Eliminate ‘hard’ from the ‘hard work’.

Try Sandy completely FREE for 15-days and see how it can turn the tables for your sales,
marketing, success, and even leadership teams.

FAQs on Sandy AI

How can Sandy AI benefit my business?

Sandy AI streamlines daily tasks by handling scheduling, note-taking, follow-ups, email drafting, and more—making your team more productive and freeing them to focus on high-impact activities. It provides quick, actionable insights to improve efficiency across sales, marketing, and support.

How does Sandy AI interact with my data?

Sandy AI operates within Salesmate’s secure CRM environment, accessing only the data necessary to complete the tasks you assign. This means it respects permissions and privacy settings, ensuring your data is used securely and responsibly.

What AI subprocessor does Salesmate use?

Salesmate utilizes various subprocessors, including OpenAI and other open-source AI algorithms.

Does Salesmate use client data to train AI models?

No, Salesmate does not use client data to train AI models. All customer data remains private and secure, used only within your CRM environment to deliver SandyAI’s personalized assistance.

Can I get Sandy AI with any Salesmate plan?

Sandy AI is currently in public beta and available for free across all plans, with a daily usage limit. We may introduce paid plans in the future to further enhance Sandy AI’s features and user experience. Your feedback during this beta phase is crucial in helping us shape its future!

Can I get Sandy AI subscription independently?

Unfortunately, SandyAI is exclusively available to users of Salesmate. This means that customers must have a paid subscription to access SandyAI, as it cannot be purchased individually or used with other products.

What is conversational AI?

Conversational AI is a technology that enables machines to interact with humans naturally through text or speech, using natural language processing (NLP) and machine learning. It’s widely used in chatbots and virtual assistants, helping automate customer support and enhance user experiences by providing quick, human-like responses.

What is generative AI?

Generative AI refers to AI models that create content, such as text or images, based on input prompts. In SandyAI, generative AI assists with tasks like drafting emails, summarizing information, and generating responses, saving time and ensuring consistent communication.