SALES + AI

Empowered advisors

Sales-Grit empowers advisors to excel in high-value client interactions.
As AI automates routine tasks, personal relationships remain key in complex engagements. Sales-Grit supports advisors through every stage of the client meeting—helping them lead impactful conversations, ask the right questions, and deliver tailored solutions with automated, personalized offers and contracts.

It bridges the gap between automation and human expertise, where it matters most.

Where it matters most

The best building blocks for your advisors

We crafted the best building blocks for your advisors. Easy to implement. No code needed to tailor to your business.

Capturing leads

Capture every lead. Automate every follow-up.

We help you implement a seamless, end-to-end solution designed to close more deals—fast.

Meeting clients

Make every client meeting count.

Turn your sales reps into seasoned pros with ideal preparation, tailored talking points, live interaction support, and post-meeting summaries.

Everything you need to close more deals.

Generating offers

Confirm your meeting with a personalized microsite—
where your client can access everything they need: your offer, contract, and tailored marketing materials.

One click. Lasting impact.

Getting e-signatures

Request signatures is easy as pie

The electronic signature software enables the quick and easy signing of documents – in a 100% digital and 100% legally compliant process.

Suitable for all company sizes.

About Sales Grit

We help sales teams win

At Sales Grit, we specialize in designing and implementing high-impact solutions for sales teams of all sizes.

Our expert team is passionate about optimizing sales processes through smart, effective use of technology.