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AI Sales Analyst

A sales analyst inside Emy AI: deals at risk, stalled leads, counts and a breakdown by manager — always within your permissions.

Vector SRLEmy AI

A set of analytics tools inside the Emy AI assistant. Ask in plain words — “which deals are at risk”, “which leads are idle”, “how much does each person have in progress” — and the assistant counts from your data and shows a list with links to the cards. Strictly within your access rights.

How it is today

To grasp the sales picture, a manager and their boss build filters and exports by hand: where the stalled deals are, which leads have gone idle, how the load is spread. It takes time, so it's done rarely.

What changes

Ask the assistant in words — and get a ready answer from your data: deals at risk, idle leads, a count by owner. With links to the cards, within the asker's rights.

What you get

  • Answers to sales questions in words, without manual filters
  • Deals at risk: the close date has passed or nothing has changed for 7+ days
  • Idle leads: new and in-progress leads unchanged for N days (3 by default)
  • Per employee: how many companies, deals and leads they own; for companies — new, overdue, created today
  • Within rights only: everyone sees their own data

How to connect

  1. 1Enable the skillIn the Marketplace → Emy AI, enable “AI Sales Analyst”.
  2. 2Open Emy AIClick the “AI” button in the CRM top bar. The analytics tools turn on with the subscription.
  3. 3Ask in words“Which deals are at risk?”, “Which leads are idle?” — the assistant counts and shows with links.
AI Sales Analyst + CRM in Romania — emyCRM integration