SalesDirector.ai
SalesDirector.ai is a cloud-based SaaS platform described as AI-powered revenue intelligence for B2B sales teams.
What SalesDirector.ai is
SalesDirector.ai is a cloud-based SaaS platform described as AI-powered revenue intelligence for B2B sales teams. Its forecasting features include predictive and risk-adjusted sales forecasts, plus roll-ups across representatives and managers; the listed forecast type is revenue with a quarterly horizon. The Deal Risk Meter assesses opportunity risk based on activity and relationships. The platform says it captures meeting and email information from Google or Microsoft Exchange/Office 365 and associates it with Salesforce or Dynamics CRM accounts and opportunities. It can find new contacts in calendars or mailboxes and add them to a CRM, while signature capture can add details such as title, phone and mobile numbers to contact records. Users can exclude activity by blacklisting contacts or domains, and private meetings are ignored. It writes information to native Salesforce or Dynamics objects, including tasks, events, contacts and leads. The documented REST API uses JSON responses and API-key authentication; opportunity CSV uploads have a 20 MB maximum. The service has web and API platforms, and the maker displays a free-trial link for Auto Activity Capture.
Good
- Predictive and risk-adjusted revenue forecasts.
- Forecast roll-ups span representatives and managers.
- Captures meeting and email activity from listed providers.
- Can add contacts from calendars or mailboxes to CRM.
- API supports JSON responses and API-key authentication.
Watch out
- Opportunity CSV uploads are limited to 20 MB.
- Captured activity may be excluded by contact or domain blacklist.
- Private meetings are ignored.
Who it suits
It is aimed at B2B sales teams and also supports sales, marketing and customer success teams. It may suit organizations using Salesforce or Dynamics that want activity capture and revenue forecasting.
Verdict
SalesDirector.ai combines forecasting and opportunity-risk assessment with activity capture and CRM writeback. Its fit depends on whether its supported email and CRM systems align with your setup; review the API upload limit if importing opportunities by CSV.
The facts
Each one read from SalesDirector.ai's own pages, with the date it was checked.
What it does
- Activity capture
- Auto Activity Capture logs seller and buyer email and calendar interactions to CRM without sales rep intervention.checked 8 Oct 2026
- Activity exclusions
- Users can exclude activity by blacklisting contacts or domains, and meetings marked private are ignored.checked 4 Oct 2026
- API
- SalesDirector.ai provides a REST API that uses JSON and API key authentication.checked 8 Oct 2026
- API import limit
- The API documentation states that opportunity CSV uploads have a 20 MB file maximum.checked 4 Oct 2026
- Coaching
- The CRM data capture page describes SMS and Slack reminders for sales coaching and best practices.checked 8 Oct 2026
- Contact capture
- The maker says the service can find new contacts in calendars or mailboxes and add them to the CRM.checked 4 Oct 2026
- Contact enrichment
- Signature capture can add information such as title, phone, and mobile numbers to contact records.checked 8 Oct 2026
- CRM automation
- The product can automatically create CRM contacts and associate them with opportunities.checked 8 Oct 2026
- CRM integrations
- The maker names Salesforce and Dynamics as CRMs that can receive captured activity.checked 4 Oct 2026
- CRM systems
- The page lists Salesforce and Microsoft Dynamics, including cloud and on-premise Dynamics, as integrations.checked 8 Oct 2026
- Data isolation
- The security page says each customer gets a logically isolated datastore.checked 8 Oct 2026
- Data processing
- The privacy policy says the company uses service-provider contracts restricting providers from using or sharing personal data beyond contracted services or legal requirements.checked 4 Oct 2026
- Data writeback
- It writes data to native Salesforce or Dynamics objects, including tasks, events, contacts, and leads.checked 8 Oct 2026
- Deal risk
- The Deal Risk Meter assesses opportunity risk using activity and relationships.checked 4 Oct 2026
- Forecasting
- Its forecasting features include risk-adjusted forecasts, predictive sales forecasting, and forecast roll-ups across reps and managers.checked 4 Oct 2026
- Hosting and certifications
- The security page says the service is hosted in Microsoft Azure and lists ISO 27001 and SOC 1/2/3 among its certifications.checked 8 Oct 2026
- Product
- SalesDirector.ai describes itself as a revenue intelligence platform for sales organizations.checked 8 Oct 2026
- Purpose
- The product is described as an AI-powered revenue intelligence platform for B2B sales teams.checked 4 Oct 2026
- Sales process support
- The CRM data capture page says fields and required inputs can be customized to a sales process such as MEDDIC.checked 8 Oct 2026
- Security
- The security page states that data is encrypted with AES 256-bit at rest and TLS/SSL in transit.checked 8 Oct 2026
- Support
- The maker lists [email protected] for questions about activity capture.checked 4 Oct 2026
- Target audience
- The maker describes SalesDirector.ai as serving B2B sales teams and says its platform supports sales, marketing, and customer success teams.checked 4 Oct 2026
Where it runs
- Email platforms
- The page lists Gmail/Google Workspace, Microsoft Office 365, and on-premise Microsoft Exchange as integrations.checked 8 Oct 2026
Money
- Trial availability
- The Auto Activity Capture page displays a “Try It Free!” link.checked 8 Oct 2026
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