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SalesDirector.ai
What it is
SalesDirector.ai is a cloud-based SaaS platform positioned as AI revenue intelligence for B2B sales teams, with support for sales, marketing, and customer success teams. Its forecasting tools include predictive and risk-adjusted revenue forecasts plus roll-ups across representatives and managers, using a quarterly horizon. The Deal Risk Meter evaluates opportunity risk from activity and relationship signals. SalesDirector.ai says it captures meeting and email information from Gmail or Google Workspace, Microsoft Office 365, and on-premise Exchange, then associates that activity with Salesforce or Microsoft Dynamics accounts and opportunities. It can find contacts in calendars or mailboxes, create CRM contacts, and enrich records with details such as title and phone numbers. Data can be written to native CRM tasks, events, contacts, and leads, with fields and required inputs customizable for processes such as MEDDIC. Users may blacklist contacts or domains, and private meetings are ignored. The service offers web and API access, including a REST API with JSON responses and API-key authentication.
For and against
For
- Predictive and risk-adjusted revenue forecasts
- Salesforce and Dynamics integrations
- Automatic activity and contact capture
- Blacklist and private-meeting exclusions
- REST API with JSON responses
Against
- Opportunity CSV uploads capped at 20 MB
- Paid service
- Forecast horizon listed as quarterly
- Activity capture depends on connected mail systems
The verdict
SalesDirector.ai combines CRM activity capture, contact enrichment, deal-risk assessment, and quarterly revenue forecasting in a web and API service. A free trial is offered, while the listed security materials describe Azure hosting, isolated customer datastores, and ISO 27001 plus SOC certifications.
Who it suits
It is aimed at B2B revenue teams that use Salesforce or Dynamics and want automated activity capture, contact creation, and quarterly forecasting. Sales, marketing, and customer success groups are also listed as supported audiences.
On the record
- Activity capture
- Auto Activity Capture logs seller and buyer email and calendar interactions to CRM without sales rep intervention.salesdirector.ai · read 8 Oct 2026
- Activity exclusions
- Users can exclude activity by blacklisting contacts or domains, and meetings marked private are ignored.salesdirector.ai · read 4 Oct 2026
- API
- SalesDirector.ai provides a REST API that uses JSON and API key authentication.developer.salesdirector.ai · read 8 Oct 2026
- API import limit
- The API documentation states that opportunity CSV uploads have a 20 MB file maximum.developer.salesdirector.ai · read 4 Oct 2026
- Coaching
- The CRM data capture page describes SMS and Slack reminders for sales coaching and best practices.salesdirector.ai · read 8 Oct 2026
- Contact capture
- The maker says the service can find new contacts in calendars or mailboxes and add them to the CRM.salesdirector.ai · read 4 Oct 2026
- Contact enrichment
- Signature capture can add information such as title, phone, and mobile numbers to contact records.salesdirector.ai · read 8 Oct 2026
- CRM automation
- The product can automatically create CRM contacts and associate them with opportunities.salesdirector.ai · read 8 Oct 2026
- CRM integrations
- The maker names Salesforce and Dynamics as CRMs that can receive captured activity.salesdirector.ai · read 4 Oct 2026
- CRM systems
- The page lists Salesforce and Microsoft Dynamics, including cloud and on-premise Dynamics, as integrations.salesdirector.ai · read 8 Oct 2026
- Data isolation
- The security page says each customer gets a logically isolated datastore.salesdirector.ai · read 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.app.salesdirector.ai · read 4 Oct 2026
- Data writeback
- It writes data to native Salesforce or Dynamics objects, including tasks, events, contacts, and leads.salesdirector.ai · read 8 Oct 2026
- Deal risk
- The Deal Risk Meter assesses opportunity risk using activity and relationships.salesdirector.ai · read 4 Oct 2026
- Email platforms
- The page lists Gmail/Google Workspace, Microsoft Office 365, and on-premise Microsoft Exchange as integrations.salesdirector.ai · read 8 Oct 2026
- Forecasting
- Its forecasting features include risk-adjusted forecasts, predictive sales forecasting, and forecast roll-ups across reps and managers.salesdirector.ai · read 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.salesdirector.ai · read 8 Oct 2026
- Product
- SalesDirector.ai describes itself as a revenue intelligence platform for sales organizations.salesdirector.ai · read 8 Oct 2026
