The Future of Sales Funnel Intelligence

The Autonomous Sales Funnel Operating System

One platform. One data brain. One AI copilot for the entire sales funnel. Replace fragmented sales stacks with a single AI-native system that captures, qualifies, nurtures, converts, forecasts, and optimizes your pipeline—autonomously.

0+ Tools Replaced
0% Faster Conversions
0% AI Accuracy
Automated Sales Workflow
AI Calls Prospect AI Agent
Books Demo Automated
Human Demo Sales Rep
AI Follow-up AI Agent
Nurture & Chat Automated
Deal Closed Revenue
Refreshed 2 min ago
JD

Sales Analytics

📅 Last 30 days 🏷️ All Regions
$1.8M Revenue
$61.82 Avg Deal Size
19.1K Total Leads
32.7% Conversion Rate
2,420 Deals Won
18 days Avg Close Time
Revenue over time
$50K$40K$30K$20K$10K$0
JanFebMarAprMayJun
Revenue by source
Google
LinkedIn
Direct
Referral
⚡ Active Workflows 3 Running
New Lead
Enrich Data
AI Score
Assign Rep
Today: 142
Demo Done
AI Summary
Send Proposal
Follow-up
Today: 38
Campaign metrics
Campaign Leads Converted Revenue Conv. Rate
enterprise_prospecting 4,521 892 $421,200 19.7%
smb_outreach_q2 8,234 1,247 $186,400 15.1%

What Enterprises Struggle With Today

Fragmented Tools

CRM, outreach, analytics, billing, demos, forecasting—all siloed, disconnected, and competing for attention.

CRM = Data Entry

Your CRM is a data entry tool, not a decision system. It stores data but doesn't drive action.

Cold Calling Waste

Sales reps waste time in cold calling instead of targeting potential customers with high conversion probability.

No Real-Time Intelligence

Sales leaders lack real-time revenue intelligence to make informed, timely decisions.

AI is Bolted On

AI is added as an afterthought, not embedded into core workflows where it can truly impact results.

One Platform. Complete Sales Funnel.

Cover every stage of your sales funnel—from lead capture to closed deal—with AI-driven capabilities in one unified platform.

Operix AI Sales Funnel OS
Lead Intelligence Engine
AI Qualification & Routing
Outreach & Engagement AI
Demo & Conversion
Deal Intelligence
Revenue & Billing
Analytics Dashboards
AI Sales Copilot

AI-Powered Sales Funnel Intelligence

Master every stage of your sales funnel with AI that understands context, predicts outcomes, and drives action.

1
Lead Capture
2
Qualification
3
Outreach
4
Demo
5
Deal
6
Revenue
01

Lead Capture & Enrichment

Multi-source lead ingestion with real-time enrichment. AI Intent Scoring uses behavioral + firmographic + historical data to identify high-value prospects.

  • Website forms, HubSpot, LinkedIn, Events integration
  • Real-time company & tech stack enrichment
  • Lookalike Lead Detection
AI

"This lead resembles 73% of customers who closed >$50k"

in
🌐
AI Enrichment
Industry FinTech
Company Size 500+
Intent Score 87%
02

AI Qualification & Routing

Intelligent MQL → SQL qualification with explainable AI decisions. Auto-assignment based on geography, deal size, industry expertise, and historical win rates.

  • Dynamic qualification rules that learn from lost deals
  • Fair rep workload distribution
  • Reduced lead leakage & faster conversions
AI

"Assigned to Rep A because they close FinTech leads 28% faster"

JD
New Lead
AI
SA
Sarah A. 98% match
MK
Mike K. 76% match
Why Sarah?
🏆 28% higher close rate in FinTech
📍 Same timezone as prospect
03

Outreach & Engagement AI

Multi-channel outreach with generative AI that personalizes every message. Includes autonomous SDR AI Voice Agents that call prospects and book demos—without human intervention.

  • Email, LinkedIn, WhatsApp integration
  • AI Voice Agents for autonomous prospect calling
  • Auto demo booking without human SDRs
  • Best Time to Contact AI
AI VOICE

"Hi, this is Alex from Operix AI. I noticed you downloaded our sales guide—do you have 15 minutes Thursday for a quick demo?"

SDR AI Voice Agent Live Call

"...I'd love to show you how we helped TechCorp increase conversions by 40%. Does Thursday at 2pm work for a quick demo?"

📞 340 Calls/Day
📅 18% Demo Booked
04

Demo & Conversion Orchestration

AI-assisted demo scheduling with calendar integrations. Post-demo AI summaries auto-generated from call transcripts with Next-Best-Action recommendations.

  • Demo Readiness Score prediction
  • Zero manual note-taking
  • Shorter sales cycles
AI

"Send pricing within 24 hours—conversion probability +35%"

75% Ready
Send pricing deck Within 24h
📞 Schedule follow-up call This week
05

Deal Intelligence & Forecasting

Pipeline view synced with HubSpot. AI-powered Deal Risk Scoring flags deals likely to slip or churn, with explainable blockers and continuously updated win probability.

  • Stalled deal detection
  • Why Deals Are Stuck—AI explains blockers
  • Reduced surprise losses
AI

"Deal at risk: Competitor mentioned in last call. Action needed."

Discovery
$420K
Proposal
$280K
Negotiation
$150K
Closing
$340K
⚠️
ACME Corp Deal at Risk Competitor Salesforce mentioned
06

Revenue & Billing Intelligence

Billing system integration with Stripe/ERP. AI Revenue Leak Detection flags unpaid invoices and delayed renewals. Upsell/Cross-Sell AI identifies expansion opportunities.

  • Customer payment status tracking
  • Improved cash flow visibility
  • Finance + Sales alignment
AI

"Customers like this upgraded within 90 days—upsell opportunity detected"

Monthly Recurring Revenue $1.2M
J
F
M
A
M
J
💎
Upsell Opportunity TechCorp Inc. +$24,000 ARR

Meet Your AI Sales Copilot

The heart of Operix AI. Context-aware across your entire sales funnel—from first touch to closed deal. Lives across all screens, understanding leads, opportunities, customers, and revenue data.

💬 "Which deals should I focus on today?"
✍️ "Draft a follow-up email for this prospect"
🔍 "Why is this deal likely to fail?"
📊 "Predict this quarter's revenue"
Which deals need my attention today?

Based on your pipeline, I recommend focusing on:

HIGH ACME Corp Contract expires tomorrow
MED TechStart Inc Decision maker engaged

Dashboards That Drive Decisions

Every role gets the insights they need. Ask-Your-Data (NLQ) and AI-pushed insights, not just charts.

📋

My Pipeline

Real-time view of all active deals with AI-prioritized actions

Next Best Actions

AI-recommended tasks ranked by impact on conversion

📈

Conversion Performance

Personal metrics and improvement suggestions

👥

Team Performance

Comparative analytics across all team members

🔻

Sales Funnel Drop-offs

Identify exactly where leads are getting stuck in your sales funnel

🎯

Rep Effectiveness

Activity-to-outcome correlation analysis

💰

Revenue Forecast

AI-powered quarterly and annual projections

📊

CAC vs LTV

Unit economics and efficiency metrics

🌐

Market Segments

Performance breakdown by industry and size

🔮 Ask-Your-Data (Natural Language Queries)
"Why did conversion drop last month?"

Conversion dropped 12% primarily due to:

  • 23% longer response time on inbound leads
  • New competitor entered market (mentioned in 8 lost deals)
  • Holiday period reduced decision-maker availability

Enterprise-Grade AI Architecture

Data Fabric

HubSpot CRM
📧 Emails / Calls
💳 Billing / ERP
🔗 External APIs

Unified Sales Funnel Knowledge Graph

Core
Leads
Deals
Contacts
Revenue

AI Layer

📈 Predictive Models
GenAI
🤖 Agentic Workflows
🔍 Explainability

Experience Layer

📊 Dashboards
💬 Copilot
⚙️ Automation UI

Works With Your Existing Stack

Operix AI augments and orchestrates—no rip-and-replace required.

Operix AI
HubSpot
📧
Gmail/Outlook
💳
Stripe
📅
Calendar
in
LinkedIn
📞
VoIP
🔄

Bi-Directional Sync

Leads, Deals, Contacts, Lifecycle stages—always in sync

Real-Time Webhooks

Instant updates trigger AI workflows

🔐

Configurable Permissions

Read/write access you control

Why Enterprises Choose Operix AI

One Product, Not 6 Tools

Replace your fragmented sales stack with a unified platform

Measurable Revenue Impact

Track ROI with built-in performance analytics

AI Embedded, Not Cosmetic

Deep AI integration in every workflow, not bolted-on features

Works With Existing CRM

HubSpot-first integration, no migration required

Built for Scale

Enterprise security, governance, and compliance

Faster Time to Value

See results in weeks, not months

Ready to Transform Your Sales Funnel?

Join leading B2B companies using Operix AI to unify their entire sales funnel—from lead to close—and drive autonomous revenue growth.

🏆 SOC 2 Compliant
🔒 GDPR Ready
99.9% Uptime