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SalesDirector.ai

salesdirector.ai

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Spec score 7.5 #22 of 31 in Sales Forecasting Software

What it is

SalesDirector.ai is a cloud-based SaaS platform that aggregates and analyzes subscriber data for revenue intelligence. It is aimed at B2B sales teams and also supports sales, marketing, and customer success teams. Its forecasting features include predictive and risk-adjusted revenue forecasts and roll-ups across representatives and managers, with a quarterly forecast horizon. The Deal Risk Meter evaluates opportunity risk using activity and relationships. The service captures meeting and email information from Google or Microsoft Exchange/Office 365 and associates it with Salesforce or Dynamics accounts and opportunities. It can find new contacts in calendars or mailboxes, add them to a CRM, and enrich records with signature details such as title and phone numbers. Users can exclude contacts or domains, and private meetings are ignored. The web and API service documents a REST API with JSON responses and API-key authentication; opportunity CSV uploads have a 20 MB maximum. A free trial is offered, but no price is listed.

Spec sheet

Purpose
The product is described as an AI-powered revenue intelligence platform for B2B sales teams.Read 4 Oct 2026 · salesdirector.ai
Product
SalesDirector.ai describes itself as a revenue intelligence platform for sales organizations.Read 8 Oct 2026 · salesdirector.ai
API
SalesDirector.ai provides a REST API that uses JSON and API key authentication.Read 8 Oct 2026 · developer.salesdirector.ai
Security
The security page states that data is encrypted with AES 256-bit at rest and TLS/SSL in transit.Read 8 Oct 2026 · salesdirector.ai
Support
The maker lists [email protected] for questions about activity capture.Read 4 Oct 2026 · salesdirector.ai
Activity capture
Auto Activity Capture logs seller and buyer email and calendar interactions to CRM without sales rep intervention.Read 8 Oct 2026 · salesdirector.ai
Activity exclusions
Users can exclude activity by blacklisting contacts or domains, and meetings marked private are ignored.Read 4 Oct 2026 · salesdirector.ai
API import limit
The API documentation states that opportunity CSV uploads have a 20 MB file maximum.Read 4 Oct 2026 · developer.salesdirector.ai
Coaching
The CRM data capture page describes SMS and Slack reminders for sales coaching and best practices.Read 8 Oct 2026 · salesdirector.ai
Contact capture
The maker says the service can find new contacts in calendars or mailboxes and add them to the CRM.Read 4 Oct 2026 · salesdirector.ai
Contact enrichment
Signature capture can add information such as title, phone, and mobile numbers to contact records.Read 8 Oct 2026 · salesdirector.ai
CRM automation
The product can automatically create CRM contacts and associate them with opportunities.Read 8 Oct 2026 · salesdirector.ai
CRM integrations
The maker names Salesforce and Dynamics as CRMs that can receive captured activity.Read 4 Oct 2026 · salesdirector.ai
CRM systems
The page lists Salesforce and Microsoft Dynamics, including cloud and on-premise Dynamics, as integrations.Read 8 Oct 2026 · salesdirector.ai
Data isolation
The security page says each customer gets a logically isolated datastore.Read 8 Oct 2026 · salesdirector.ai
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.Read 4 Oct 2026 · app.salesdirector.ai
Data writeback
It writes data to native Salesforce or Dynamics objects, including tasks, events, contacts, and leads.Read 8 Oct 2026 · salesdirector.ai
Deal risk
The Deal Risk Meter assesses opportunity risk using activity and relationships.Read 4 Oct 2026 · salesdirector.ai
Email platforms
The page lists Gmail/Google Workspace, Microsoft Office 365, and on-premise Microsoft Exchange as integrations.Read 8 Oct 2026 · salesdirector.ai
Forecasting
Its forecasting features include risk-adjusted forecasts, predictive sales forecasting, and forecast roll-ups across reps and managers.Read 4 Oct 2026 · salesdirector.ai
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.Read 8 Oct 2026 · salesdirector.ai
Sales process support
The CRM data capture page says fields and required inputs can be customized to a sales process such as MEDDIC.Read 8 Oct 2026 · salesdirector.ai
Target audience
The maker describes SalesDirector.ai as serving B2B sales teams and says its platform supports sales, marketing, and customer success teams.Read 4 Oct 2026 · salesdirector.ai
Trial availability
The Auto Activity Capture page displays a “Try It Free!” link.Read 8 Oct 2026 · salesdirector.ai

Strong points and limits

Strong points

  • Predictive and risk-adjusted quarterly revenue forecasts
  • Roll-ups across representatives and managers
  • Captures meeting and email activity for CRM records
  • Can add contacts found in calendars or mailboxes
  • Free trial available

Limits

  • Opportunity CSV uploads capped at 20 MB
  • Private meetings are ignored
  • No price is listed

Who it suits

It suits B2B teams that want CRM activity capture alongside revenue forecasting and opportunity-risk assessment. Its stated audience also includes marketing and customer success teams.

Verdict

SalesDirector.ai combines CRM activity capture, contact handling, and forecasting features for teams using Salesforce or Dynamics. A free trial is available, but the supplied pricing details do not state a price.

Where Specifiction places it

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