Move quickly, open opportunities, close big deals

Maximize your deal-closing capabilities with one organized and intelligent system

Built to be fast

Built for speed, ease, and deal-precision

For Sales Reps

All your basic CRM functions, supercharged with AI

Every account, contact and touchpoint in one place signalling who's ready to buy and how to approach the opportunity

  • Track buying-signalKnow when your customers are ready to spend
  • Quick informationAccess information on your clients quickly so you can make the deal
  • Understand timing and next stepsKnow when to engage the client and how to setup the next steps
Talk to us about Breezy for sales reps

The platform

Move fast, Outbid competition, Win big

Built to help you go on the offensive so you can get the customer across the finish line

01 / RESEARCH

Just-In-Time Research for Cold Calls

Breezy AI provides short concise information that allows you to immediately engage the customer

Person

  • Weekend woodworker 🔨
  • First-gen college grad 🎓
  • Gregory just became an empty-nester

Organization

  • Plant teams want real-time dashboards
  • Executive team pushing to modernize operations
  • Board pushing a major digital-transformation initiative
Source: Breezy ResearchReport
02 / ORGANIZATION

Identify Decision Makers

The system identifies the influencers and the decision makers so you can get to the right contact

Alex Morgan

CEO

Buyer

Jordan Hale

VP Ops

Riley Chen

CISO

Sam Patel

Finance Lead

Influencers

Taylor Brooks

Executive Assistant

04 / COMPETITION

Win Against Competition

Understand your competitor's offerings so you can pitch yours with an edge

Competition

3
CompetitorProductPrice

ForgeStack

Pros

• Fully custom

Cons

• 12–18 mo builds

Custom DevOps portal

Build +retainers

Pinnacle AMS

Pros

• Mature billing

Cons

• Generic UX

Association AMS

$40k/yr

Northwind CRM+

Pros

• Cheap entry

Cons

• Not defense-ready

Horizontal CRM add-ons

$28k/yr

03 / ACTION

Automated Action

Enact actions directly from your keyboard so you can cut down on time spent

Action

Shortcuts for this deal

Actions

MessageM
Compose emailE
Add noteN
CallC
Share statusS
CelebrateB
Copy linkL
Customize,
Breezy Actionsto run
05 / BLOWBACK

Anticipate Blowback

Pre-empt blowback from customers so you can retain revenue

Today’s triage log

3 open
Critical
Helios LogisticsPriya Shah · OnboardingPotential Shouting Match

Customer may escalate hard about pace; prepare a calm timeline narrative and make-good options.

Open →
Elevated
Northwind DefenseJordan Hale · Implementation

Hypercare / mid-stream noise — expect ticket-driven tension, not full relationship rupture.

Open →
Watch
Meridian SystemsChris Ortiz · Stabilizing

Watch for tone shift; keep status crisp and over-communicate the next checkpoint.

Open →

Breezy AI · Next step

Off your plate, close the next deal

Breezy automates administrative and monotonous tasks so you can focus on closing instead of CRM trouble-shooting

  1. 01OrganizeBreezy AI organizes monotonous tasks into its own flow
  2. 02AutomateIt plans and automates tasks to keep the deal-momentum
  3. 03ExecuteIt executes on your behalf step-by-step
  4. 04Surface & EscalateIt proactively surfaces and escalates any tasks requiring your input
Breezy AI Operations live task feed waiting on approval

For sales reps

Happy customers, optimized book, exceed quota

Keep your client spending

Breezy is built to keep your customer happy and spending so revenue flows in

Organize your book efficiently

Make sure your efforts go to the best clients, instead of the time-wasters

Hit goals

Optimize your tasks so you hit goals

Exceed quota

Get an unfair advantage so you exceed quota and hit accelerators

Security

Built to protect your pipeline and customers

Controls are built to SOC 2 for security, availability, and confidentiality. Ready when IT or procurement asks. Security overview →

  • No model training
  • Access limited by role
  • Full audit trail
  • US data residency

Get started

Breezy invites you for a test drive

Join us as we build the next-gen tool in sales management