SalesEdge vs SalesEdge Pro

SalesEdge - India’s first Growth Intelligence Platform aims at the automation of Sales Strategy and Operations by enabling businesses to Define their market, empower their overall strategy, create informed messaging, and discover opportunities. It marries India’s largest private company research engine with India’s largest digital innovation survey. The combination gives CEOs, Sales Leaders, and CMO’s a unique perspective of the digital shift, technology adoption, and business use cases driving spending. It’s the ultimate ready reckoner for any business leader.

SalesEdge is the sales machine built for high-output insurance sales leaders and their teams. Stop juggling spreadsheets, sticky notes, and scattered emails. SalesEdge puts your entire sales operation in your pocket — from the first RFP to the closed deal. KEY FEATURES: • Sales Dashboard — See your annual goal progress, daily target, pipeline value, and today's schedule at a glance. • Voice-Powered RFP Entry, Dictate RFP details on the go. AI automatically parses case name, brokerage, premium, lives, effective date, and more into structured fields. • Smart RFP Pipeline — Track every case from Draft → Recommended → Sold. Move deals through stages with a single tap. • AI Chat Assistant — Ask questions about your schedule, RFPs, broker notes, and pipeline in plain English. Get instant answers. • Broker Hub — Every brokerage and contact auto-populated from your RFPs. Add conversation notes, view RFP history per broker, and never lose context. • Intelligent Calendar — Color-coded events with orange follow-up reminders. Tap any event to jump straight to the linked RFP. • Follow-Up System — Set follow-up dates on RFPs and the app automatically creates calendar reminders. Overdue items are flagged in red so nothing slips. • Sales Tracker — Every deal you close instantly appears on the Sales tab with full details: case name, brokerage, premium, lives, and effective date. • Today's Attack Plan — Export your daily agenda as a PDF to share with your team or review on the go. Built by a Regional Manager who lives in the field. SalesEdge is designed for speed, one-handed use, and zero wasted taps.