TermGrid is a 53-person fintech SaaS company with teams in the UK and US. Their sales team was running hard. Reps managed calls, emails, deal updates, follow-ups, and prep all at once. The effort was there. The problem was that everything lived in different places: call recordings in one tool, email threads in another, CRM notes wherever someone last typed them.
Before every customer meeting, a rep would spend 30-40 minutes manually piecing together what had been said, what was promised, and what stage the deal was really at. Every Friday, they built their own prep notes by hand.
Leadership had the same problem from above. Managers were coaching blind. Forecast calls were built on rep-reported deal stages, not verified ones. The product team had no structured view of what customers were actually saying.
"Our reps were spending Friday afternoons preparing for the following week. Managers were running review calls without knowing if the deal data was real. Everyone was working hard. Nobody was working with complete information."
The agent ingests every customer conversation: calls, emails, LinkedIn messages, and internal threads. Each is classified as internal or external and mapped to the correct CRM account and rep automatically.
The agent reads deal stage, opportunity health, and customer sentiment in real time from CRM data. Rep prep notes are eliminated. The system knows where every deal stands at all times.
Every Friday, each rep receives a personalised email: past conversations summarised, open to-dos, customer sentiment, deal stage, and suggested talking points. A morning reminder fires the day of every meeting.
Managers receive a weekly team brief covering rep activity, methodology adherence, verified pipeline, and coaching flags. The product team gets a weekly digest of feature requests, complaints, and competitor mentions from live conversations.
The agent monitors 15 or more industry newsletters weekly, maps each news item to CRM accounts, identifies deal stage, and flags the relevant rep with a suggested outreach message. Market signals reach reps the same day they publish.
All agents were built entirely within TermGrid's own infrastructure. Full GDPR compliance, SOC2 alignment, and data residency requirements met. No data ever leaves their environment.
The agent intelligence is now part of every customer conversation, every team review, and every forecast meeting. Reps arrive prepared. Managers coach with evidence. The product team builds with real signal.
"Our reps used to spend Friday afternoons preparing for the following week. Now they spend Friday afternoons closing. The agent does everything else."
Head of Sales, TermGrid