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 and answers from your real data.ExploreSearch across everythingSearch any record list by keyword, or ask the assistant in your own words and it finds the emails, notes and meeting-room transcripts that match the meaning — even when they never use your words.ExploreCustomize the AIultragent learns your writing style from the email you send, follows the sales profile and AI preferences you set, and lets you build your own assistants with custom instructions and knowledge files.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.ExploreBackground UpkeepIn the background, ultragent refreshes scores, watches for risk, logs activity, creates tasks and keeps contacts and links current — on your own credits, within a daily cap you control.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.ExploreA CRM That Fills ItselfContacts, accounts, activity and relationships stay current from your email 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 flag the ones stalling — so the board reflects reality, not last week.ExploreDeal Health & Risk Radarultragent scores the health of every opportunity from buyer relationships, qualification, 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 overall strength with an estimated effect on 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 — each deal's key date and every task deadline — and reminds you 30, 7 and 1 days before a deal's date, and ahead of every task that's due.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 group chats and direct messages — replies, files, mentions and reactions in one place, so everyone moves on the same context.ExploreTeam ChatDirect messages and group chats in real time, inside the workspace where your deals live.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 request a call that fits your real availability — in their own timezone.Explore
Meetings & calls
Meeting IntelligenceMeet in an ultragent room and you get a live transcript with speaker labels, plus the summary, topics, and action items on the deal — so you can be present instead of typing.ExploreIn-App VideoHost live video meetings inside ultragent with an AI participant that transcribes the call and answers when you ask it something mid-call.ExploreRooms & AI PhoneHost video rooms inside ultragent, or start an AI phone call yourself from the deal — with a notetaker that captures action items and adds them to 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 build multi-step email sequences — every step drafted in your voice, waiting for your one-click send.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 and draft every touch — running in the background on your own credits.Explore
Insights & reporting
ReportingWin rate, win/loss patterns, competitors and portfolio health in seconds — and the assistant answers the follow-up question in plain words.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 CanvasesDescribe what you want to see on a Canvas in plain language and ultragent builds it from your real data — charts, lists, and KPIs, no report-builder required.ExploreVisual WhiteboardsA collaborative whiteboard for sketching account maps, org charts, and deal strategy — right inside the CRM, and shareable with the team on Ultra and Enterprise.ExploreDocument intelligenceDrop in a contract, proposal, deck or spreadsheet and ultragent reads it — summarizing, pulling out what matters, 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.ExploreIt Learns How You SellEvery edit, approval, and skip teaches ultragent your writing style and your judgment.ExploreTrust & ControlEvery email, invite, call or message to a customer waits for your approval, every change is logged with who, what and when, and permissions stay tightly scoped.ExploreConnect your stackultragent connects your email and calendar, imports your HubSpot or Salesforce CRM in one click, and reaches Slack, Notion, Google Sheets, Google Meet, Microsoft Teams and GitHub from chat — so it works on your real data from day one.ExploreFast onboardingA short guided setup connects your email and calendar and imports your CRM, then fills in your contacts and accounts from your inbox.ExploreCoaching & Leaderboardsultragent 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