Offerio Sales

Keep Deals Moving, Not Waiting.

More selling. Less busywork. Offerio is your private-by-design AI assistant, helping sales teams find information, prepare for conversations, and move opportunities forward with confidence.

Book a Demo See an example

Includes Offerio Companion

Slack

OfferioAISales assistant · Available

Carlos · 4:05 PM

Met Priya at Harbour Logistics, interested in 40 seats, follow up Thursday.

OfferioAI4:05 PM

Logged, Carlos. Lead created and note added.

LeadPriya · Harbour Logistics

Opportunity40 seats

StageQualified

Follow-upThursday, Oct 15

✓CRM updated · Doc ID 3c9d21f7e0a8

Type a message

CRM updates happen last, if at all, so pipeline reviews run on memory and optimism.

Offerio Sales keeps the record current.

A sales team at work

Lead enrichedHarbour Logistics · 220 employees

Prepare Thursday's pipeline review.

Reading live CRM data

Comparing with last week

Flagging stalled deals

A governed assistant for your sales team

Offerio Sales is the OfferioAI assistant for sales leaders, sales ops and account executives. It is a full shared CRM in the dashboard and in Slack. Reps log leads, notes and stages from a Slack message, and Offerio Sales enriches each record, keeps the pipeline current and prepares summaries before your business review.

Every request is logged against the person who made it. It runs as a private AI system, deployed for your organization, so your customer data stays yours.

Check Capabilities

Built for how sales teams actually sell

Logged from a single message.

Reps describe the meeting in Slack. The lead, note and stage are updated for them.

Enriched before outreach.

Research plugins add company and contact details to each lead record.

Summaries where reviews happen.

Ask for the pipeline in Slack or the dashboard and get it from live CRM data.

CRMSlackDashboardResearch plugins

A private model. Your data stays yours.Offerio Sales runs on a private model deployed for your organization. Your customer and pipeline data belong to you and stay inside your environment.

Up and running in four steps

From deployment to your first pipeline summary, without changing how your team sells.

1

Choose your deploymentRun Offerio Sales as virtual or dedicated on-prem. Your data stays in your environment.

2

Bring in your leadsImport leads by CSV and set your pipeline stages. Two-way sync keeps Slack Lists current.

3

Set rolesSales and Sales Admin roles control who sees and edits what.

4

Log from SlackReps send updates in plain language. Every request is logged with a Doc ID.

Explore Deployment Options

A real workflow, simplified

Pipeline summary, on request

Deals by stage, movement since last week, and the deals that need attention.

1You ask

Slack

Pipeline summary for Thursday's business review, please.

2OfferioAI summarises

Open pipeline by stage

Qualified$1.1M · 11

Proposal$840K · 8

Negotiation$620K · 5

Closed won$340K · 7

+$310K moved forward since last week

3You get

Needs attention4 dealsNo activity in 21 days, including the Northgate Transit renewal.

Doc ID:e42b7a19c06d

Sent to Carlos

Less admin, better pipeline

CRM logging

TaskRecord every interaction.

OfferioAILogs leads, notes and stages from a Slack message.

You getA CRM that reflects what actually happened.

Lead enrichment

TaskResearch a company before outreach.

OfferioAIGathers company and contact details with research plugins.

You getAn enriched lead record.

Pipeline summaries

TaskPrepare for the business review.

OfferioAISummarises pipeline and forecast from live CRM data.

You getA summary in Slack or the dashboard.

You can also work on

Business card captureProspecting and list buildingLead pool and assignmentFollow-up queue

Email outreach campaignsBuying groupsCompetitive researchCSV import and exportSlack Lists sync

Customer success handoff summaries

Approvals and controls

Explore Governance & Admin

Role-based accessSales and Sales Admin roles control who sees and edits what.

Every email approvedOutreach emails are approved one by one before they send, with a suppression list and one-click unsubscribe.

Traceable summariesEvery summary carries a Doc ID back to the records behind it.

Explore other departments

One platform, every department

Offerio FinanceManagement reporting that explains itself.

Offerio AccountingFrom receipt to approved entry, without the data entry.

Offerio MarketingOn-brand content, approved and published from one conversation.

Offerio CompanionAnswers from your own documents, in the chat you already use. Included with every department.

See your pipeline review prepared for you

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