The platform
One platform for the whole revenue motion.
From the first cold prospect to the renewal three years later — every surface of Ultragent, in one place.
AI assistant
AI sales assistantAsk your pipeline a question in plain English and get an answer grounded in your real records — with anything it proposes to do coming back as a draft you approve.ExploreAI ChatChat with Ultragent and it answers from your live data — querying deals, drafting outreach, and taking action with the tools it’s connected to.ExploreTalk-to-CRMSpeak a question; Ultragent transcribes it, answers from your real data, and reads the answer back.ExploreSearch across everythingTwo searches run at once: an exact keyword match across eight record types, and a meaning-based search that surfaces the right records even when they never use your words.ExploreCustomize the AIAdjust the instructions the AI follows for each kind of work — across 20+ roles.Explore
Daily & automation
Daily BriefOpen Ultragent and the day is triaged.ExploreDaily Command CenterEvery morning, Ultragent ranks the highest-impact moves across your entire book and puts the most valuable one first.ExploreProposed ActionsUltragent reads your deals, inbox and calendar, then proposes the specific action each one needs — drafted and ready.ExploreAlways-On AutopilotAutopilot runs in the background — refreshing scores, watching risk, logging activity, creating tasks, keeping contacts current.ExploreSmart NudgesUltragent watches your book and nudges you when a deal needs a touch — a commitment coming due, a thread going cold.ExploreAutomated SequencesBuild a multi-step email sequence with timed steps and send-time controls, then let it run.ExploreA CRM That Fills ItselfContacts, activities, notes, stages and relationships stay current from your email, meetings and calendar — so the record matches reality without you typing it.Explore
Deals & pipeline
OpportunitiesDrag deals across stages, see value and velocity at a glance, and let agents keep every opportunity moving — so the board reflects reality, not last week.ExploreDeal Health & Risk RadarUltragent scores the health of every opportunity from win probability, activity, and timing — and raises the ones at risk with the reason and a save you can run.ExploreDeal SimulatorUltragent models the ways a deal could go, ranks them by how much each lifts your odds, and turns the winning path into the actions to run it.ExploreBuying-Committee MappingUltragent reads the email thread and maps the committee into roles — economic buyer, champion, technical buyer, blocker — each with a confidence score, so you stop selling to one inbox.ExploreKey-Moment AlertsUltragent watches the dates that move deals — renewals, contract expirations, anniversaries — and reminds you at 30, 7, and 1 days out, on each account's own cadence.ExploreAccount Plans & DecksUltragent drafts the full account plan — context, stakeholders, strategy, next steps — and a customer-ready deck with the words already in it.Explore
Email & communication
AI EmailUltragent reads the thread, summarises what matters, and writes the response in your voice — tone-matched to the contact and ready to send.ExploreEmail IntelligenceUltragent understands every message — interest, objection, the thread going quiet — drafts the right reply in your voice, and updates the deal.ExploreMessagingBring the team into a shared room per deal — chat, files, and agent updates in one thread, so everyone moves on the same context.ExploreTeam ChatDirect messages and group rooms in real time, next to the records you're discussing.ExploreCalendarUltragent unifies your calendars, then briefs you before each meeting — agenda, context, and the deal history, ready the moment you sit down.ExploreBooking LinksShare one scheduling link and prospects self-book a call that fits your real availability — in their own timezone, with no back-and-forth email.Explore
Meetings & calls
Meeting IntelligenceUltragent captures every meeting, transcribes it with speaker labels, and pulls out the summary, topics, and action items — so you can be present instead of typing.ExploreIn-App VideoHost live video meetings inside Ultragent with an AI participant that listens and surfaces intel as the conversation happens.ExploreRooms & AI PhoneHost video rooms and AI phone calls inside Ultragent — with a notetaker that captures action items and pushes them straight into the deal.ExploreCall Prep & Auto Follow-UpsBefore every meeting you get a one-page brief on where the deal stands.ExploreSmart NotesJot a note and Ultragent links it to the right contact, account, and opportunity on its own — then makes it searchable across everything you've ever written.Explore
Prospecting & enrichment
Prospecting & SequencesFind the right prospects, score them against your ICP, and run multi-step sequences — email, wait, follow-up, AI call — without lifting a finger.ExploreProspecting & ICP ScoringUltragent scores every account against your ICP across seven dimensions and surfaces the best-fit companies.ExploreSignals & EnrichmentUltragent fills in real company data — revenue, growth, investors, tech stack, hiring — and watches for buying-intent signals.ExploreDigital TwinA Digital Twin for every person in your book: an AI-built bio, a personality read, the best time to reach them, and a playbook for how to win them.ExploreRevenue AgentsOutbound, follow-up, and renewal agents watch every signal, draft every touch, and move every deal forward — autonomously, or with one click.Explore
Insights & reporting
ReportingFrom the team forecast to the last rep’s last cohort, get the breakdown in seconds — with drill-throughs to the actual deal, contact, and conversation.ExploreAnalyticsSee wins and losses by source and competitor, how a champion moves your win rate, and a momentum score on every open deal — so you act before the trend turns.ExploreAsk-Anything DashboardsSay what you want to see in plain language and Ultragent builds the live dashboard from your actual activity — charts, lists, and KPIs, no report-builder required.ExploreVisual WhiteboardsA collaborative whiteboard for account maps, org charts, and deal strategy — shareable with the team, right inside the CRM.ExploreDocument intelligenceDrop in a contract, proposal, deck or spreadsheet and Ultragent reads it — summarizing, pulling out the key terms, and answering the specific questions you have.Explore
Context & platform
Ultra ContextEvery email, meeting, signal, and document — woven into one live picture of the customer that your team and your agents act on, continuously, in real time.ExploreIt Learns How You SellEvery edit, approval, and skip teaches Ultragent your writing style and your judgment.ExploreTrust & ControlEvery customer-facing action waits for your approval, every change is logged with who, what and when, and permissions stay tightly scoped.ExploreConnect your stackUltragent syncs with your CRM, email, and calendar and reaches 50+ more apps — so it works on your real data from day one.ExploreFast onboardingA nine-step wizard connects your email, calendar, and CRM, then backfills your contacts and deals automatically while you watch.ExploreCoaching & GamificationUltragent surfaces the coaching moments hiding in your pipeline — the missed follow-up, the single-threaded deal, the thin discovery — and gives managers the view to act.ExploreAI Roleplay CoachRun the conversation against an AI buyer that pushes back the way a real one would.Explore