SalesIQ
Multi-channel sales intelligence platform. Call analysis, CRM, AI training, outbound automation. One system, zero guesswork.
In Production
8,700+ Calls Analyzed
21,500+ Leads Managed
The Problem
Running an SMB sales operation means juggling 5-6 disconnected tools: a CRM that nobody updates, a phone system that records calls but never analyzes them, an email platform that sends sequences into the void, and training that happens once during onboarding and never again. Data lives in silos. Managers find out about problems days after they happen. Good reps get no feedback. Bad reps get no coaching.
SalesIQ replaces all of it with a single platform. Every call is transcribed and scored by AI. Every lead is tracked from first touch to close. Every agent gets real-time coaching. Every manager sees exactly what's happening across the entire team, right now.
Platform Modules
📞
Call Intelligence
Live
Every call transcribed by GPU-accelerated Whisper, then analyzed by Claude AI. Automatic scoring on technique, objection handling, compliance, and outcome. Hourly Slack coaching digests for supervisors.
- 8,700+ calls analyzed
- Dual-channel audio (agent + prospect separated)
- Automatic call tagging and disposition
- Transcript browser with full-text search
- Team leaderboard with scoring trends
📊
CRM
Live
Purpose-built for sales teams that live on the phone. Leads flow in from Zoho, get enriched with call data, and move through a pipeline that reflects what actually happened, not what someone remembered to log.
- 21,500+ leads synced from Zoho
- Auto-populated from call transcripts
- Pipeline stages tied to call outcomes
- Agent data isolation (reps see only their leads)
- Warm lead alerts from email engagement
📱
Softphone
Live
Browser-based calling powered by Twilio. No desktop app, no hardware phones. Click-to-call from any lead record. Dual-channel recording feeds directly into the analysis pipeline.
- WebRTC calling (Chrome/Edge/Firefox)
- Twilio Voice SDK integration
- 76% cost reduction vs Aircall ($132/mo vs $550/mo)
- Click-to-call from CRM lead cards
- Automatic call logging and recording
🤖
AI Training Simulator
Live
New reps practice sales calls against AI personas before touching a real prospect. The simulator plays the role of different customer types (skeptical, interested, hostile, confused) and scores the rep's performance in real time.
- Curated training library from real top-performer calls
- Text-based AI simulation with dynamic personas
- Real-time scoring on technique and objection handling
- Progress tracking per agent
- Managers assign training paths by skill gap
📄
Quotes & Proposals
Live
Create, send, and track professional quotes. AI auto-generates draft quotes from meeting transcripts. Public signing pages with email verification and e-signature. PDF generation and delivery.
- Template-based quote builder
- AI auto-quote from co-pilot analysis
- Public signing pages with e-signature
- PDF generation and email delivery
- Quote lifecycle tracking (draft/sent/viewed/signed)
🎥
Video Meetings
Live
Built-in WebRTC video meetings with screen sharing. AI co-pilot runs during the call with live transcription and coaching. Post-call summary with action items, follow-up email drafts, and auto-quote suggestions.
- Browser-based WebRTC (no downloads)
- Screen sharing for sales presentations
- Live AI transcription and intent detection
- Post-call analysis and follow-up automation
- Integrated with CRM and quote system
📧
Email Drip Engine
Next Up
Replaces Instantly for cold outreach. Five-step email sequences with engagement tracking. When a prospect opens or clicks, the system triggers a warm lead alert so an agent calls while they're still interested.
- 5-batch email sequences (E1-E5)
- Real SMTP/Gmail OAuth (not shared infrastructure)
- Open/click tracking with warm lead routing
- Engagement triggers agent callbacks
- Warmup outsourced to Instantly/Warmbox
📅
Booking Module
Planned
Replaces Zoho Bookings. Appointment scheduling that integrates with the CRM pipeline, so a booked meeting automatically updates the lead status and notifies the assigned rep.
- Calendar integration
- Self-serve booking links for prospects
- Auto-assignment based on territory/availability
- Pipeline stage auto-update on booking
Call Intelligence Pipeline
Every call that goes through the phone system is automatically captured, transcribed, and analyzed. No manual tagging, no listening to recordings, no spreadsheets. The AI does the work; managers see the results.
1
Capture
Calls recorded via Aircall/Twilio with dual-channel audio. Agent and prospect on separate tracks for accurate speaker attribution.
2
Transcribe
GPU-accelerated Whisper (faster-whisper on dedicated hardware) transcribes audio to text. French and English supported. Speaker diarization separates agent from prospect.
3
Analyze
Claude AI scores each call on multiple dimensions: opening quality, needs discovery, objection handling, value proposition delivery, closing technique, compliance, and overall effectiveness. Produces a structured scorecard with specific feedback.
4
Route
Results flow to the right people: agents see their own scores, supervisors see team dashboards, Slack channels get hourly coaching digests with top/bottom calls highlighted.
5
Learn
Top-scoring calls are curated into the training library. New reps learn from what actually works, not from a generic playbook written by someone who hasn't made a cold call in years.
CRM That Updates Itself
Traditional CRMs fail because they depend on reps to log activity. Reps don't. SalesIQ's CRM is populated automatically from call data: when a call ends, the system knows who was called, what was discussed, what the outcome was, and what the next step should be. The rep confirms or adjusts; they don't have to build it from memory.
Key Differentiators
- Auto-enrichment: Lead records updated from call transcripts. Business name, contact details, objections raised, interest level, all extracted automatically.
- Agent isolation: Reps only see their own leads. No peeking at other pipelines. Enforced at the API level (403 on any cross-access attempt).
- Warm lead alerts: When a prospect opens an email or clicks a link, the assigned agent gets an immediate notification. Call while they're still thinking about you.
- Zoho sync: 21,500+ leads imported. Bidirectional sync keeps both systems current during transition.
- Pipeline tied to outcomes: Stages reflect reality (contacted, interested, objection, booked, won, lost) not wishes (qualified, proposal, negotiation).
Built-in Softphone
No more desktop apps, no hardware phones, no per-seat licensing that scales linearly with headcount. SalesIQ's softphone runs in the browser using Twilio's Voice SDK. Click a phone number in any lead card; the call connects in the same tab.
Softphone Roadmap
v1: Core Calling
Live
Browser WebRTC calling, dual-channel recording, click-to-call from CRM, automatic call logging. Runs alongside Aircall during migration.
v2: AI Whisper Coaching
Live
Real-time transcription via Twilio Media Streams. AI listens to the call and surfaces coaching cards: objection counter-scripts, competitor intel, pricing calculations, booking suggestions. All visible only to the agent.
v3: Supervisor Mode
Planned
Listen, whisper, and barge into live calls. Sentiment alerts flag calls going south. Auto-dial triggers for high-priority callbacks.
AI Training Simulator
Onboarding a new sales rep usually means: read the script, shadow a senior rep for a day, then figure it out on live prospects. Most reps burn through 50-100 real leads before they're competent. That's money lost.
SalesIQ's training simulator lets reps practice against AI personas that behave like real prospects. The AI adapts to what the rep says, throws realistic objections, and scores every interaction. Reps build muscle memory before they ever pick up a real phone.
How It Works
- Training library: Curated from real top-performer calls. Managers select the best examples and tag them by skill (opening, objection handling, closing).
- AI personas: Skeptical business owner, interested but busy, hostile gatekeeper, confused first-timer. Each persona has distinct behavior patterns.
- Real-time scoring: The AI evaluates technique as the conversation unfolds. Did the rep ask discovery questions? Handle the objection? Attempt a close?
- Progress tracking: Managers see each rep's simulation scores over time. Assign specific training paths based on identified skill gaps.
- Zero risk: Bad practice calls don't burn real leads. Reps can fail safely and learn from mistakes.
Email Drip Engine
Cold outreach at scale, without the shared-infrastructure risk of platforms like Instantly. SalesIQ's email engine uses real SMTP connections through Gmail OAuth, so emails come from your actual domain with proper authentication. Deliverability stays high because you control the sender reputation.
The engagement loop
Email sequence goes out (5 steps over 2 weeks). Prospect opens email 3, clicks the link. SalesIQ detects the engagement, flags the lead as warm, and pushes a callback alert to the assigned agent. Agent calls within minutes while the prospect is still looking at the page. Conversion rates on warm callbacks are 3-5x higher than cold dials.
What It Replaces
Phone System
Aircall - $550/mo (12 seats)
SalesIQ Softphone (Twilio) - $132/mo
Saves $5,000+/year
CRM
Zoho CRM Professional - $288/mo (12 licenses)
SalesIQ CRM - $0 (built-in)
Saves $3,456/year
Cold Outreach
Instantly - ~$97/mo
SalesIQ Email Drip - $0 (built-in)
Saves $1,164/year
Bookings
Zoho Bookings - ~$36/mo
SalesIQ Booking Module - $0 (built-in)
Saves $432/year
Meeting Tools
Zoom/Meet external tools
SalesIQ Meeting Room - built-in
No per-host licensing, full AI integration
Quote Tools
Manual PDF/Word quotes
SalesIQ Quotes - built-in
Auto-generated from calls, e-signature included
Call Analysis
Manual review or Gong ($100+/seat/mo)
SalesIQ AI Analysis - built-in
Would cost $12,000+/year at Gong pricing
Training
Shadowing + tribal knowledge
AI Training Simulator - built-in
Reduces onboarding from weeks to days
Architecture
┌─────────────────────────────────────────────────────────────────────┐
│ SALESIQ PLATFORM │
│ │
│ ┌────────┐ ┌────────┐ ┌────────┐ ┌────────┐ ┌────────┐ ┌──────┐│
│ │ Call │ │ │ │Training│ │ Email │ │ Quotes │ │Video ││
│ │ Intel │ │ CRM │ │ Sim │ │ Drip │ │ & │ │Meet- ││
│ │ │ │ │ │ │ │ │ │Propose │ │ings ││
│ └───┬────┘ └───┬────┘ └───┬────┘ └───┬────┘ └───┬────┘ └──┬───┘│
│ │ │ │ │ │ │
│ ┌────┴──────────────┴──────────────┴──────────────┴───────┴──┐ │
│ │ Shared API Layer (Express.js) │ │
│ │ Role-based auth + agent data isolation │ │
│ └────────────────────────┬──────────────────────────────────┘ │
│ │ │
│ ┌────────────────────────┴──────────────────────────────────┐ │
│ │ PostgreSQL (leads, calls, scores, quotes) │ │
│ └────────────────────────────────────────────────────────────┘ │
└─────────────────────────────────────────────────────────────────────┘
│ │ │
┌────┴────┐ ┌────┴────┐ ┌─────┴─────┐
│ Twilio │ │ Aircall │ │ Zoho │
│ Voice │ │ API │ │ CRM API │
│ SDK │ │ (legacy)│ │ (sync) │
└─────────┘ └─────────┘ └───────────┘
│
┌────┴────┐ ┌─────────┐ ┌───────────┐
│ Browser │ │ GPU │ │ Claude │
│ WebRTC │ │ Whisper │ │ Sonnet │
│Softphone│ │ (Raf's │ │ (analysis │
└─────────┘ │ machine)│ │ + scoring)│
└─────────┘ └───────────┘
│
┌────┴────┐
│mediasoup│
│ WebRTC │
│ (video │
│meetings)│
└─────────┘
Stack
Node.js + Express backend, React + Vite + TailwindCSS frontend. PostgreSQL database. Docker deployment. GPU transcription on dedicated hardware (faster-whisper). mediasoup for WebRTC video meetings. AI analysis via Claude Sonnet. i18n: French default, English supported.
Current Deployment
SalesIQ is live at Weberly, running a 10-person sales team across two countries with two distinct strategies.
Admin
1
System administration, campaign management
Supervisors
2
Team coaching, quality review, Slack digests
Inside Sales
—
Video meetings, quotes, full co-pilot, closing deals
Agents
8
Madagascar (6 cold) + Morocco (2 warm)
Madagascar Team (Cold Outreach)
6 agents running cold outreach campaigns. Pitch: missed revenue from poor online presence. High-volume dialing with AI-scored performance tracking.
Morocco Team (Warm Callbacks)
2 agents handling warm leads from email engagement and inbound interest. Pitch: savings over current provider. Higher conversion rates, consultative approach.
Live Sales Copilot
Call analysis used to happen after the call. The rep hangs up, the transcript is processed, and the feedback arrives hours later. The Live Sales Copilot flips this: AI listens to the call as it happens and takes action in real time.
How it works
Every call is transcribed live using streaming audio from Twilio Media Streams or the built-in meeting tool. An AI intent detector monitors the conversation and triggers automated actions when it recognizes specific moments: a pricing question, a commitment to send a quote, a competitor mention, an objection, a booking request.
During the Call
📄
Instant Quote Generation
Live
The prospect agrees to a plan. The system detects the commitment, assembles a personalized quote from the conversation details (services discussed, budget, terms), and pops it up for the rep to preview. One click to send while the prospect is still on the line.
📝
Auto-Generated Contracts
Live
Prospect says "let's do it." The system generates a custom contract based on the agreed terms, pre-fills client info from the CRM, and presents it for e-signature. Close the deal before the call ends.
🧠
Live Objection Coaching
Live
Prospect raises an objection ("I'm locked in a contract", "it's too expensive", "I need to think about it"). The system detects it and surfaces a counter-script tailored to that specific objection, visible only to the rep.
⚠
Competitor Intelligence
Live
Prospect mentions a competitor by name. The system pulls up a comparison card: pricing, weaknesses, common complaints, and suggested positioning. The rep responds with data, not guesswork.
📅
In-Call Booking
Live
Rep says "let's book a follow-up." The system opens a calendar picker, suggests available slots, and sends the invite before the call ends. No more "I'll send you a link after."
📊
Live Pricing Calculator
Live
Prospect asks "what would it cost at $2,000 in ads?" The system runs the calculation in real time and shows the rep the full breakdown. Accurate answers without fumbling through spreadsheets.
Immediately After the Call
📧
Auto Follow-Up Email
Live
Call ends, system generates a personalized recap email based on what was discussed. Rep reviews, hits send. Professional follow-up in 10 seconds instead of 10 minutes.
☑
Auto Task Creation
Live
System detects action items from the conversation ("I'll send case studies", "check if we can do a custom package") and creates tasks in the CRM with deadlines. Nothing falls through the cracks.
📊
CRM Auto-Fill
Live
As the prospect shares details during the call (company name, budget, current provider, pain points), the system extracts and pre-populates the CRM record. Rep confirms after the call instead of typing from memory. Meeting co-pilot also suggests auto-quotes based on discussed services.
🚨
Smart Alerts
Planned
Compliance flag if the rep makes an unauthorized promise. Manager alert for big deals. Lead score auto-update based on buying signals detected during the conversation.
Three Ways to Capture Calls
1
Built-in Softphone (Twilio)
Phone calls made through SalesIQ's browser softphone. Audio streams directly to the AI via Twilio Media Streams. Already built, just needs the live transcription layer.
2
Browser Extension (Teams, Meet, Zoom)
Chrome extension captures tab audio from any web-based meeting tool. The rep installs it once, joins their usual meeting platform, and SalesIQ listens in. Works with Google Meet, Microsoft Teams, Zoom, and anything that runs in a browser.
3
SalesIQ Meeting Room
Built-in video meeting tool powered by WebRTC. No downloads, join via link. Audio, video, and screen sharing with full AI integration from the ground up. The rep sends a link like meet.contactiq.com/abc123, the prospect clicks, and the entire call flows through the AI pipeline natively.
Where This Goes
The Data Flywheel
Every call recorded, transcribed, and scored creates a growing dataset of what actually works in SMB sales. At 10,000+ calls, you start seeing real patterns: which opening lines convert, which objection responses land, what separates a 90% closer from a 40% closer. The platform gets smarter with every call.
SaaS at $49/seat
Once proven internally, SalesIQ becomes a product. $49/seat massively undercuts Gong and similar platforms. Each vertical (home services, insurance, solar) adds a unique dataset that makes the AI coaching better for everyone.
Sales Distribution Platform
SalesIQ becomes the backbone of a partner program: independent sales reps plug into the system, get training, leads, coaching, and CRM. Any product can plug in. Solves the hardest problem in SMB: reaching small businesses cost-effectively at scale.