Ivy connects to the tools your sales team already uses — your CRM, call recordings, Slack, meeting transcripts — and layers on an AI engine that turns raw activity into deal coaching, risk alerts, and team intelligence.
The connectors are built. The data pipeline is proven. The AI layer is where you make it yours — your methodology, your scoring, your playbook.
We've done the heavy lifting. Pre-built connectors pipe data from your productivity tools into a unified AI layer that produces reliable, customised outputs for your business.
Ivy plugs into your existing stack out of the box. No CSV uploads. No manual entry. Data flows in real time, so your AI analysis is always current.
Just finished a customer call? Walked out of a meeting with new intel? Add context to any deal by voice, transcript upload, or text — and Ivy re-runs the full analysis with the new information baked in.
The updated analysis writes back to your CRM automatically. No manual notes. No stale data. Your pipeline always reflects what your team actually knows.
Organisations using AI-powered deal coaching see transformational results across their sales teams.
Raw data goes in. Actionable intelligence comes out. Every output is shaped by your methodology and calibrated to your business.
Every deal gets a real-time qualification score, risk assessment, and prescribed next steps. AI evaluates deals against your chosen methodology stage-by-stage, scoring each element and identifying gaps before they cost you the deal.
Visualise rep performance across every methodology element. Identify who excels at what, pair strong performers with developing reps, and track team capability over time.
Every lost deal becomes a learning opportunity. AI analyses why deals were lost, what could have saved them, and extracts patterns the whole team can learn from.
Consolidate every signal — deals, activities, communications, support tickets — into a single health score per account. Track trends and catch churn risk before it materialises.
A visual heatmap of account–product adoption reveals exactly where expansion revenue lives. See which accounts should be using which products but aren't.
Daily and weekly summaries of pipeline health, coaching themes, and risk distribution — delivered automatically. Every analysis writes structured data back to your CRM.
Connect your tools, configure your methodology, and start coaching in minutes — not months.
Plug in your CRM, call recording platform, communication tools, and engagement platforms. Pre-built connectors handle the rest.
→Set up your sales methodology, stage definitions, scoring criteria, and coaching prompts. Make it yours.
→Every deal is evaluated against your methodology using data from all connected sources. New context triggers re-analysis automatically.
→Reps get coaching. Managers get intelligence. Leadership gets confidence. And your CRM stays up to date — automatically.
Ivy doesn't just score deals — it builds a capability model of your entire team. See who excels at discovery vs. negotiation, automatically pair mentors with developing reps, and track methodology adoption over time.
The leaderboard and heatmap transform scattered data from across all your connected tools into clear, actionable coaching priorities for every manager on your team.
See It In Action →Methodology Proficiency Heatmap — sample data
Ivy adapts to how your team already sells. Configure any framework, define your stage gates, and let AI enforce consistency.
Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition — scored at every stage.
Budget, Authority, Need, Timeline — classic qualification with AI-powered evidence assessment and gap identification.
Teach, Tailor, Take Control — evaluate whether reps are leading with insight or defaulting to relationship selling.
Define custom criteria per stage, set your own scoring weights, and build coaching playbooks unique to your business.
Your deal data is your most sensitive commercial asset. We treat it that way.
Every customer gets a fully isolated environment — dedicated database, dedicated API keys, and no shared infrastructure. Your data is never co-mingled with another organisation's.
All data is encrypted in transit (TLS 1.3) and at rest (AES-256). API keys and credentials are stored in hardware-backed secret managers, never in application code.
Google OAuth, Okta, or your SAML provider. Domain-restricted authentication with role-based access controls. Admin, manager, and rep permission tiers.
Every analysis, every data access, every CRM write-back is logged. Full audit trail for compliance and governance. Nothing happens in the dark.
Choose where your data lives. Deploy in your preferred cloud region to meet GDPR, data sovereignty, and internal compliance requirements.
Your deal data is never used to train AI models. Analysis prompts and outputs are processed in real time and not retained beyond your tenant's storage.
Ivy is purpose-built for organisations where deals are high-value, multi-stakeholder, and methodology-driven.
Long sales cycles, complex procurement processes, and multi-year contracts. Ivy tracks deal progression across engineering, commercial, and legal workstreams to ensure no qualification gap goes unnoticed.
SaaS, infrastructure, and platform sales with multiple decision-makers. Ivy maps stakeholder engagement, tracks champion activity, and identifies competitive threats early.
Regulatory complexity, long evaluation cycles, and board-level approval processes. Ivy ensures your team addresses compliance, security, and integration requirements at every stage.
Multi-department buying committees and lengthy procurement timelines. Ivy helps reps navigate clinical, IT, and administrative stakeholders while tracking regulatory milestones.
Technical specifications, proof-of-concept stages, and global account management. Ivy monitors engineering engagement and tracks specification alignment across geographies.
Relationship-driven sales with complex scoping requirements. Ivy assesses whether reps are qualifying scope, budget, and authority effectively before investing in proposals.
See the difference AI-powered coaching makes to your revenue operations.
| Without Ivy | With Ivy |
|---|---|
| Deal reviews happen weekly — if at all | Every deal analysed continuously in real time |
| Coaching quality varies by manager skill | Consistent, methodology-driven coaching for all |
| Call notes sit in a recording tool, disconnected | Transcripts feed into deal analysis automatically |
| Lost deals forgotten after a debrief | Every loss becomes a team-wide learning asset |
| CRM data is stale and rep-entered | AI writes structured insights back to your CRM |
| New reps take 6+ months to ramp | Real deal feedback accelerates ramp by 3x |
| Cross-sell gaps invisible until QBRs | Account opportunity matrix surfaces gaps daily |
| Churn detected at renewal time | Health scoring flags risk months in advance |
When you're selling gas turbines, grid modernisation solutions, or electrification equipment, deals span years and involve engineering, procurement, legal, and C-suite stakeholders across multiple geographies.
Ivy understands the unique complexity of energy sector sales: technical evaluations, regulatory approvals, fleet-wide deployment decisions, and the multi-layered decision processes that define this industry.
Ivy scores methodology compliance at each stage gate
Ivy is fully white-labelable. Deploy it as your own product with your branding, domain, and methodology built in.
Your logo, colours, typography, and domain. Your customers see your brand, not ours. Complete control over the visual identity.
Embed your proprietary sales methodology directly into the platform. Define stage gates, scoring criteria, and coaching prompts unique to your approach.
Each instance runs independently with dedicated database, authentication, and API keys. Full data sovereignty and compliance with your security requirements.
The connectors are built. The AI is proven. All that's missing is your methodology and your team.