Sell
From first enquiry to completed sale.
Customers, contacts, leads, pipelines, quotes and the conversations around them — shaped by the AI Builder to match how your business actually sells.
Illustrative scene with sample data — the behaviour shown is a real platform feature.
First, AI builds it
CRM & Sales, shaped around how you already work
You describe your business in plain words. The AI Builder decides what this area needs to look like for you — modules, fields, stages, forms and automations — and every bit of it stays editable afterwards.
A CRM shaped like your sales process
The AI Builder creates your pipeline stages, fields and views from your description of how you sell — not from a generic template.
- Customers, contacts & leads with full history
- Pipelines with your real stages
- Custom fields without a developer
- Views, search and saved filters
Quotes that become work
Quotes live on the record, and acceptance can flow straight into jobs, planning and invoicing.
- Quote builder linked to customers
- Acceptance triggers your automations
- Quote-to-job-to-invoice without retyping
Conversations attached to the work
Calls, emails and meetings sit on the records they belong to — with AI transcription and summaries where enabled.
- Calls with recording & AI transcription
- Email on the record
- Meeting intelligence & follow-ups
Sales intelligence
Dashboards and the AI Assistant read the same live records your team works in.
- Pipeline & activity analytics
- “Which quotes need chasing?” answered instantly
- Forecast views over your real stages
Then AI helps you run it
Selling is a conversation you can have with the system.
The AI Builder shapes the pipeline around how you sell. After that, nobody has to go digging through it — the same records answer out loud, and act.
You say
- “How’s the pipeline looking?”
- “Which deals need chasing?”
- “Who’s going cold?”
- “What’s our win rate?”
- “Book a meeting with John Smith at 2pm tomorrow.”
- “Email Halcyon about tomorrow’s visit.”
It reads
- Customers
- Leads
- Pipelines
- Quotes
- Calls
- Meetings
- Diary
Those are not integrations — they are the same records this page describes. That is the only reason the answer arrives in a sentence instead of a report you have to build.
Answered from your own live records, within your permissions — never guessed, and never from anything you are not allowed to see.
How the AI Assistant works →Whose job this is
The same system, shaped to the person using it.
CRM & Sales doesn’t look the same to everyone who touches it — and neither does the AI. What it knows, shows and can do follows the role, the permissions and the responsibilities of whoever is asking.
Salesperson
AI Sales Assistant
It watches the pipeline so you do not have to — who has gone quiet, what is worth chasing, and what is actually going to land.
Reaches into
- CRM
- Pipelines
- Quotes
- Calls
- Meetings
What they say to it
Every question above is one the assistant answers today, from your own live records. It only ever sees what that person is permitted to see — and anything it writes to a customer is drafted for a human to read and send.
See every role →A normal day
Moments it earns its keep
The kind of thing you find yourself saying, in your own words rather than ours.
Phrasing is yours — you talk to it the way you’d talk to a colleague. It answers from your own live records, within your permissions, and says plainly when something isn’t set up yet rather than inventing a figure. The role panel above shows questions it handles today, word for word.
Common questions
CRM & Sales: FAQs
Can I change the pipeline the AI Builder creates?+
Yes — everything the Builder proposes is editable: stages, fields, forms and views, from the same admin tools.
Does it work for service businesses, not just product sales?+
Yes. Describe how work comes in and the Builder shapes the pipeline around surveys, site visits, retainers — whatever your reality is.
Can we import our existing CRM?+
That’s what Migration AI is for — it analyses your current system, shows you what can move, and rebuilds it inside Hub.
Put crm & sales to work in your business.
Tell N Six Hub how your business works. AI builds the system around you — then helps you run it.