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AI-Powered Sales Intelligence

The CRM That Thinks For You

Stop spending hours preparing for sales calls. Our AI Game Plan analyzes your leads and generates personalized pitches, emails, call scripts, and text messages in seconds.

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Faster Prep Time
4
AI Content Types
100%
Personalized
Featured: AI Game Plan

Your AI Sales Assistant

Click one button and get everything you need to close the deal. Game Plan analyzes your lead's website, understands their business, and generates personalized sales content instantly.

Elevator Pitch Generator

Generate a compelling 30-second pitch tailored to your lead's specific business and pain points. The AI analyzes their website, identifies their challenges, and creates a pitch that speaks directly to their needs.

Personalized value proposition
Pain point targeting
Industry-specific language
Competitive positioning
One-click copy
Instant regeneration

AI Email Composer

Create personalized email sequences that convert. From initial outreach to follow-ups, every email is crafted using insights from your lead's business. Send directly from the CRM or copy to your email client.

Subject line optimization
Personalized body copy
Follow-up sequences
Send directly from CRM
Email tracking built-in
Preview before sending

Complete Call Strategy

Never go into a call unprepared again. Get a full phone strategy including opening scripts, discovery questions, value propositions, objection handling, closing techniques, and even voicemail scripts.

Opening script
Discovery questions
Value propositions
Objection handling
Closing techniques
Voicemail script

SMS Template Generator

Craft the perfect text message for any situation. Initial outreach, appointment reminders, quick follow-ups, and response templates for common replies. Short, punchy, and personalized.

Initial outreach texts
Follow-up messages
Appointment reminders
Response templates
Character count optimized
Copy with one click
1

Click Game Plan

On any lead card, click the purple Game Plan button to open the AI assistant

2

AI Analyzes

AI instantly scrapes their website and analyzes their business information

3

Generate Content

Choose what you need: pitch, email, call script, or text messages

4

Close the Deal

Use the personalized content to connect and convert

Customization

Make It Your Own

Every piece of AI-generated content can be refined and customized to match your voice and style.

Custom Prompts

Add specific context before generating. Tell the AI to emphasize cost savings, mention competitor weaknesses, or focus on a particular pain point.

Quick Pills

One-click style adjustments: Make it casual, professional, shorter, add urgency, focus on ROI, or soften the approach. Instant refinement.

Regenerate Anytime

Not quite right? Click regenerate to get a completely fresh version. Keep going until it's perfect for your prospect.

Research URLs

Add competitor websites, industry articles, or relevant resources. AI incorporates this additional context for smarter content.

Story Integration

Connect your Life Story Bank stories. AI weaves your personal experiences into pitches for authentic, trust-building communication.

Send Directly

Generated emails can be sent directly from the CRM. Preview first, then send with tracking. Know exactly when leads open your emails.

CRM Features

Everything You Need to Manage Leads

A complete CRM system designed for local businesses, with AI superpowers built in.

Lead Management

Store all your contacts in one place with detailed profiles, contact history, and custom fields for your business.

Visual Pipeline

Drag-and-drop Kanban board to move leads through your sales stages. See your entire pipeline at a glance.

Smart Notes

Log every interaction with timestamped notes. Set follow-up reminders and never let a lead slip through the cracks.

Meeting Scheduler

Schedule meetings with automatic reminders. Sync with Google Calendar or Outlook to keep everything organized.

Email Tracking

Send emails directly from the CRM and track when they're opened. Know exactly when to follow up.

Maps & Directions

View lead locations on a map. Get driving directions and travel time estimates for field sales visits.

Multiple Views

See Your Data Your Way

Switch between views to work the way that suits you best.

Card View

Visual cards showing lead details at a glance. Perfect for quickly scanning your leads and accessing key actions. Mobile-optimized for on-the-go access.

List View

Traditional table view for power users. Sort by any column, bulk select leads, and see more data at once. Customize which columns appear.

Pipeline View

Kanban-style board to visualize your sales stages. Drag leads between columns as they progress. See exactly where every deal stands.

Calendar View

See all your follow-ups and meetings on a calendar. Never miss a scheduled call or appointment. Syncs with Google and Outlook.

Benefits

Why Sales Teams Love It

Real results for real businesses.

Save Hours Every Week

Stop writing emails from scratch. AI Game Plan generates personalized content in seconds, not hours.

Higher Response Rates

Personalized outreach gets noticed. AI-crafted messages speak directly to each lead's unique situation.

Be Prepared Every Time

Walk into every call with a strategy. Know what to say, what questions to ask, and how to close.

Track Everything

Every email, note, and interaction is logged. See the complete history for any lead instantly.

Team Collaboration

Share leads, assign team members, and see what everyone's working on. Stay aligned and close more deals.

Mobile Ready

Access your CRM from anywhere. The responsive design works perfectly on phones and tablets.

"The Game Plan feature changed everything. I used to spend 30 minutes preparing for each sales call. Now I click one button and have a complete strategy in seconds. My close rate has never been higher."

MR
Mike Rodriguez

Sales Manager, HVAC Services

FAQ

Common Questions

How does AI Game Plan work?

When you click Game Plan on any lead, the AI automatically scrapes their website and analyzes their business information. It then generates personalized sales content—pitches, emails, call scripts, and texts—tailored specifically to that lead's business, industry, and potential pain points.

Can I customize the AI-generated content?

Absolutely! You can add custom prompts before generating, use quick pills to adjust tone and style, refine the output with follow-up instructions, or regenerate completely new versions. The AI adapts to your feedback to create exactly what you need.

What if my lead doesn't have a website?

No problem! Game Plan uses all available information—business name, industry, location, and any notes you've added. You can also add research URLs manually, like their social media pages or industry articles, to give the AI more context.

Can I send emails directly from the CRM?

Yes! After generating an email with Game Plan, you can preview it, edit the subject line, and send it directly to your lead without leaving the CRM. Email tracking is built in, so you'll know exactly when they open it.

Does the CRM sync with my calendar?

Yes, the CRM integrates with Google Calendar and Microsoft Outlook. All follow-ups and meetings you schedule will automatically appear in your connected calendar, with reminders to keep you on track.

Can my team use this together?

Yes! All team members under your account can access the CRM. You can assign leads to specific team members, filter by assignment, and everyone can see the complete history of interactions with any lead.

What is Life Story Bank integration?

Life Story Bank is where you store your personal and professional stories. When generating content in Game Plan, you can select relevant stories and the AI will naturally weave them into your pitches and emails, creating authentic, trust-building communication.

Is this included in my RankingMastery subscription?

Yes! The CRM Lead Dashboard with AI Game Plan is included in your RankingMastery subscription. There's no additional cost—it's part of the complete marketing platform you already have access to.

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