Customer profiles · sales-stage detection · risk alerts · task battle board · expert knowledge base — covering the full lead-to-close lifecycle, analyzing customer state in real time and recommending the next best action.
Built-in: lead enrichment / customer profiling / stage detection / risk alerts / task generation / expert KB
Not a generic ChatGPT — an AI sales assistant that understands your process and lands in daily follow-up.
Add manually, bulk-import (CSV/Excel), connect third-party CRMs or grab leads via the browser extension — auto-dedupe by name/domain and enrich company info.
AI extracts company and key-people profiles (decision role, concerns, personality) from interactions and uploaded files, and keeps them up to date.
Paste chats, upload emails/PDF/voice transcripts; AI detects the sales stage, stage score and customer score, and flags risks.
Board / list / calendar views; AI generates prioritized, due-dated follow-up tasks so you see today's core work in 30 seconds.
Spot budget gaps, long decision chains, competitor entry and lost-contact risks — alert proactively and recommend the next best action.
Stage criteria, talk-track templates, risk patterns and won/lost cases accumulate and drive AI reasoning via RAG — it understands your business more over time.
From reps to sales managers, domain experts and admins — each role gets a workflow in HanaSales.
Manage your customers, log interactions, review AI advice and execute tasks — clear, efficient, trackable work every day.
View the team funnel, members' overdue rates and risk-customer distribution; coach and reassign tasks in one click.
Maintain the expert KB — talk tracks, stage criteria and risk patterns — turning elite experience into a company asset.
Manage user permissions, stage config, AI models and scenario settings to keep the platform running smoothly.
Import leads manually, in bulk or via the extension; AI dedupes, enriches and drafts a customer profile.
Log an interaction or upload a file; AI detects the stage, scores it and flags risks.
AI recommends 1–3 prioritized follow-up tasks — execute or reschedule them in the battle board.
Confirmed results write back to the KB, so the next analysis is faster and sharper — the agent keeps learning.
Import your first lead and close one lead-to-follow-up loop in five minutes.