Teams

Every answer your sales team needs, in seconds

Prices, product details, proposals and CRM updates – handled in one conversation, so your team spends more time selling.

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"What’s our best price for 50 units?"

"How does our Pro plan compare with Competitor X?"

"Which case studies fit a retail prospect?"

"Log this call and set a follow-up for Friday."

The challenge

Sales teams spend a large part of the week on work that isn’t selling: hunting for the latest price list, checking specs with colleagues, writing proposals from scratch and updating the CRM after every call.

New starters take months to learn the product range, and experienced reps keep asking product managers and the sales office the same questions. Every delay gives a competitor time to answer first.

Buyers now research by asking AI tools before they ever speak to sales. If your team can’t answer just as quickly and accurately, someone else will.

What is Echo7?

Echo7 is an AI assistant for your sales team that works from your own sales content. You give it price lists, product sheets, battlecards, case studies, proposal templates and playbooks – PDF, Word, PowerPoint, Excel, HTML, text or CSV – and it builds a searchable knowledge base.

When a rep asks a question in their own words and language, Echo7 finds the relevant approved information and replies clearly. This is retrieval-augmented generation (RAG): every answer is grounded in your business information rather than an AI model’s general knowledge, so it stays accurate and in line with your current offer.

And it goes beyond answers: it pulls customer history from your CRM, drafts proposals and follow-up emails, and logs activity for you.

Discover the Echo7 AI Assistant

The results

With Echo7, reps get answers in seconds instead of waiting on colleagues. They prepare for meetings faster, handle objections on the spot and send proposals while interest is high.

Sales managers feel it too: new starters ramp up faster, every rep uses the same approved pricing and messaging, and CRM data stays up to date without chasing.

The outcome: more time selling, faster proposals, a consistent message across the team and a pipeline you can trust.

Curious how this would work for your team? Ask our assistant – it’s built on Echo7.

What Echo7 does for you

Powered by Echo7’s core features: the AI Assistant, Integrations and Agents and Workflows. Want to see it in action? Ask our assistant a question now.

Answers your team can trust

Every response comes from your approved price lists, product sheets and playbooks. Reps give prospects the same accurate information.

Customer context from your CRM

Integrations with your CRM bring in account history, open deals and contacts, so reps walk into every call prepared.

Proposals and follow-ups

Echo7 drafts proposals, quotes and follow-up emails from your templates and current pricing, ready to review and send.

Faster onboarding

New starters ask Echo7 instead of waiting for a colleague. Product knowledge and sales playbooks are there from day one.

Competitive answers

Battlecards and comparisons are one question away, so reps handle objections during the conversation, not after it.

Pipeline insights on request

Authorised managers ask which products are in demand or which deals have stalled, and get a clear answer from real data.

How Echo7 works behind the scenes

Every request follows the same governed path: Echo7 works out what the user needs – knowledge, live data or an action – and orchestrates the right components.

Understand

It interprets the request in the context of your offer and the rep’s role, so nobody needs to remember product codes or where a document lives.

Retrieve

It searches your approved price lists, product sheets, case studies and playbooks for the relevant, up-to-date information.

Act

Agents and integrations look up CRM records, check pricing and stock, draft documents or log activity – within the rules you set.

Respond

It composes a clear answer with next steps, in the rep’s language, and hands over to a colleague when needed.

How it works in practice

From meeting prep to a proposal in the customer’s inbox, Echo7 supports your rep in a single conversation.

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Try asking our assistant a similar question – for example: “Can Echo7 draft a sales proposal?” or “Can it connect to our CRM?”

Step 1

A rep asks: “I’m meeting Acme Ltd tomorrow – what do I need to know?”

Step 2

Echo7 pulls their purchase history, open deals and recent emails from your CRM.

Step 3

It suggests the most relevant products, case studies and talking points for the meeting.

Step 4

After the meeting, it drafts the proposal and follow-up email and logs the call.

Connects to the tools you already use

Echo7 works inside your sales stack, so reps get live data and actions without switching between systems.

Credentials are managed securely, each connection is a clear, testable, reusable agent, and new capabilities can be added at any time.
Explore Integrations and Agents

CRM

Salesforce, HubSpot and Microsoft Dynamics – for account history, open deals and activity logging.

Pricing and stock

Your ERP or product catalogue adds live prices, discounts and availability to every answer.

Sales content

SharePoint, Google Drive and Dropbox keep price lists, case studies and templates in sync automatically.

Email and calendar

Outlook and Gmail for follow-up emails, meeting preparation and reminders.

Collaboration

Microsoft Teams and Slack, so reps can ask Echo7 where they already work.

Reporting

Power BI and your sales data for pipeline and demand questions in plain language.

In control, always

AI support for your sales team shouldn’t mean losing control of pricing or messaging. Echo7 follows governed workflows: it asks for missing information, applies your discount rules and handles uncertain cases through safe fallback paths – passing the request to a sales manager when a person is the better choice.

Access controls ensure each user sees only what they’re authorised to – margins and internal pricing for managers, for example, or region-specific price lists. Assistants can have separate knowledge bases and integrations, escalations are traceable and credentials protected.

Agents, integrations and processes can be enabled, paused or replaced at any time.

Have a question about security or data? Ask our assistant.

See how Echo7 Workflows work

Why Echo7

More than a sales chatbot. Echo7 combines product knowledge, customer data and sales actions in one experience – giving every rep the support of your best sales office, at any hour.

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Frequently asked questions

Didn’t find your answer? Ask our assistant – it’s trained on everything on this site.

How does Echo7 support my sales team?

It answers from your approved price lists and sales materials, adds customer data from your CRM and uses agents for actions such as drafting proposals.

What content can I use?

Price lists, product sheets, battlecards, case studies, proposal templates and playbooks, in PDF, Word, PowerPoint, Excel, HTML, text or CSV.

Can it update our CRM?

Yes. With the CRM integration, Echo7 can log calls, add notes and create follow-up tasks, within the permissions you set.

Will it help new sales hires?

Yes. New starters can ask Echo7 about products, pricing and processes from day one, instead of waiting for a colleague.

Does it work in other languages?

Yes. It replies in each user’s own language, while working from the same approved content.

What if the assistant doesn’t know the answer?

It asks for clarification or passes the request to the right person, rather than guessing.

Is our pricing and customer data secure?

Yes. Access controls, separate knowledge bases and protected credentials keep sensitive data visible only to authorised users.

How quickly can we get started?

Quickly, with the materials you already have. Start a free trial, upload your sales content and test it with your team. Or ask our assistant anything first.

Give your sales team instant answers

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