Everything your managers need to coach effectively.
250+ coaching signals, AI-powered meeting prep, rep health scoring, and development tracking — all synthesized from your CRM data in real time. Requires HubSpot, Salesforce, or Pipedrive (coming soon).
AI-Powered Daily Brief
Every morning, SMVue reads your team's CRM data and tells you what happened, who needs attention, and what to do first — including stale close dates, missing next steps, and other data hygiene issues. No dashboards to build, no reports to pull — just open the app.
Focus Queue
Your top priorities ranked by urgency. At-risk deals, overdue 1:1s, and coaching gaps — surfaced automatically so you start with what matters most.
Team Snapshot
Every rep's status at a glance. Who's crushing it, who's struggling, and where your coaching time will have the most impact today.
Today's Meetings
Your 1:1 schedule with prep status for each. One click to generate a full meeting game plan for any conversation.
Sales Coach
A conversational AI coach that knows your team's data, remembers past conversations, and gives you specific, actionable advice — not generic tips. Ask about any rep, any deal, or any coaching situation.
Trained for What Matters
Built to coach on the things that move the needle — deal velocity, data hygiene, and rep retention. Not generic advice. Real coaching on your real problems.
Full Data Access
The coach reads your pipeline, rep profiles, meeting history, and coaching notes. Ask “How's Sarah doing?” and get a real answer with real numbers.
Persistent Memory
The coach remembers what you discussed last week, last month, and last quarter. It builds context over time — just like a real coaching relationship.
Draft Actions
Ask the coach to create action items, write coaching notes, or schedule meetings. It drafts, you review and confirm — nothing happens without your approval.
Pipeline & Deal Intelligence
SMVue continuously monitors every deal in your pipeline and flags the ones that need attention — before they become losses. Your managers spend less time digging and more time coaching reps through deals.
Deal Risk Signals
Stage aging, close date drift, buyer silence, single-threading, missing next steps — 35+ risk signals surfaced automatically across every open deal.
Pipeline Health
Coverage ratios, concentration risk, stage balance, and freshness scores for every rep's pipeline. Know where the gaps are before the forecast call.
Forecast Integrity
Detect sandbagging, quarter-end clustering, and push patterns. See whether commit and best-case numbers are backed by real pipeline activity.
Team Health Scoring
Every rep scored across engagement, performance, execution, and development. Know at a glance who's thriving, who needs a coaching intervention, and where your time will have the most impact.
Health Dashboard
One view of your entire team ranked by health score. Warning, Watch, and Good categories so you focus coaching where it matters most.
Trend Detection
Health scores track over time. Catch a rep trending downward before they miss quota — not after.
Coaching Activity Tracking
See which reps you've coached recently and which ones you haven't. Surface coverage gaps before they become performance gaps.
Rep Profiles
Everything you need to know about each rep in one place - no more scattered notes and forgotten context.
Performance Snapshot
Current quota attainment, pipeline health, and key metrics at a glance for each rep.
AI Coaching Recommendations
Personalized development plans generated from each rep's skill ratings and deal patterns. Specific exercises, not generic advice.
Skill Ratings & Development Areas
Rate reps across core selling skills — discovery, objection handling, territory management, and more. Track progress over time and focus coaching where it counts.
Career Goals
Document each rep's aspirations and track progress toward promotion readiness.
1:1 Meeting Management
Equip your managers with AI-powered 1:1 prep. SMVue generates one-click meeting agendas with coaching insights, so every manager walks in prepared and follows through on every conversation.
1:1 Scheduling
Schedule and manage your 1:1s directly in SMVue. Calendar sync with Google and Outlook is coming soon.
AI-Powered Agendas
One-click agenda generation with AI insights tailored to each 1:1 type - weekly check-ins, performance reviews, career conversations.
Conversation History
Full history of every 1:1 with a rep, searchable and organized by topic.
Notes & Coaching Log
Never forget a coaching conversation or lose important context when you need it most.
Searchable History
Find any conversation, commitment, or topic across all your reps instantly.
Action Items
Track commitments from both sides - what you promised and what they committed to.
Private by Default
Your coaching notes are private. Share only what you choose, when you choose.
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