Your AI sales manager — in every rep's pocket.
Sage briefs the team every morning, drafts the right follow-up for every lead, captures every field visit, and gives managers a real-time Sales Control Tower — all from a single mobile-first app.
Sales teams don't lose deals because they're bad at selling.
They lose deals because follow-ups slip, information lives in different tools, managers can't see what's happening on the ground and accountability quietly breaks down.
Sage was built to solve exactly that — not by storing more data, but by helping every rep know what to do next.
Sage isn't another CRM. It's the manager that runs your team's day.
Sage actively reviews activity, highlights neglected opportunities, recommends follow-ups, surfaces priorities and keeps the team accountable — without anyone having to ask.
AI Morning Briefings
Each rep gets a 90-second brief: overdue follow-ups, today's meetings, hot leads to close. Managers get a roll-up.
Lead Intelligence
Hot, Warm, Cold and Stale states surface automatically. AI suggests the next action on every lead.
Team Visibility
A Sales Owner Dashboard with commission pipeline, performance spotlights and CRM health — on mobile.
Field Activity Tracking
GPS check-in / check-out, proof photo and outcome captured in seconds on every site visit.
WhatsApp Follow-ups
AI 'Generate Follow-up' drafts the right WhatsApp using lead context — copy or send through your own Twilio sender.
Meetings & Calendar
Schedule, log and sync meetings with Google Calendar two-way. Per-user timezones, in-app reminders.
Everything a sales team needs, in one mobile app.
Real product. Not a mockup.
Every screen below is shipping today — used by live sales teams to manage leads, run follow-ups and hit their numbers.
Who Sage is built for.
Real estate sales teams
Channel partners and project sales running 40+ live leads per rep across multiple projects, with hot site-visit pipelines.
Field sales reps
People who spend most of the day in the car. Sage replaces the spreadsheet and the daily WhatsApp report — with GPS-proofed visits.
Sales managers
Owners who want pipeline truth without pinging every rep on Sunday night. The Sales Control Tower does the asking for them.
Channel partner ops
Brokerages coordinating shared inventories, lead distribution, role-based access and follow-up SLAs across multiple teams.
A 90-second brief that tells each rep what to do today.
Every morning Sage compiles each rep's overdue follow-ups, today's meetings and high-priority items — then pushes a roll-up brief to the manager. Reps open the app and know exactly where to start.
- Per-rep and per-manager AI briefings
- Surfaces overdue follow-ups and stuck hot leads
- Daily progress meter — knock items down one by one
- Generate the brief again any time with one tap
A pipeline that maintains itself — with AI follow-ups built in.
Hot, Warm, Cold and Stale states surface automatically. AI 'Generate Follow-up' drafts the next WhatsApp using context from the last interaction; 'Suggest Next Action' tells the rep what to do next.
- Hot / Warm / Cold / Stale / Won lead health
- AI Generate Follow-up + Suggest Next Action
- Calls, WhatsApp and visits on the same lead card
- Source, project and channel-partner filters
The owner's view, not the analyst's.
Stale leads, hot leads stuck in negotiation, members with zero follow-ups, missed site visits and a live commission pipeline — all surfaced as owner alerts you can act on, no CSVs required.
- Owner alerts ranked by revenue impact
- Live commission pipeline based on configurable %
- Hot leads stuck 7+ days, stale leads 14+ days
- Bulk reassign across the team in two taps
Leaderboards, weekly podium and CRM health — at a glance.
See your top performer, most follow-ups, best closer and members who need attention. A weekly podium recognises the team; CRM health flags risk before it costs you a deal.
- Top Performer, Most Follow-Ups, Best Closer spotlights
- Weekly podium with rankings and credits
- CRM Health score with overdue / stale callouts
- Lead health gradient: Fresh → Warm → Cold → Stale → Dead
Site visits with GPS proof and photo — not a WhatsApp report.
One-tap check-in starts the visit; check-out closes it. Sage captures GPS coordinates, accuracy radius, outcome (Met Client, No Show, Closed) and a proof photo — automatically attached to the lead.
- Check-in / Check-out with duration and outcome
- GPS coordinates with accuracy radius
- Proof photo and notes auto-attached to the lead
- Manager view of every visit, today and historical
WhatsApp at the centre, not as an afterthought.
Reusable WhatsApp and email templates with variable substitution. AI-drafted follow-ups per lead. Controlled bulk campaigns with batching — all through your own Twilio sender, so the number stays yours.
- Bring your own Twilio WhatsApp sender
- Reusable WA + email template library
- Variable substitution (first_name, project_name…)
- Bulk campaigns with paused / completed states
Meetings live where you already live — your calendar.
Connect Google Calendar in one click. Schedule meetings inside Sage with type, duration, contact, location and reminders; everything syncs both ways. Per-user effective timezone means nobody shows up an hour late again.
- One-click Google Calendar connect, two-way sync
- Add meeting with type, duration, reminder and lead link
- Per-user effective timezone + override per meeting
- Past meetings searchable with status and outcome
Ready to see Sage in action?
Book a personalized walkthrough and discover how Sage can help your team manage leads, improve follow-ups and close more business.