SalesEdge Pro vs Clusterix Agent

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.

Clusterix Agent is your intelligent workplace assistant — powered by AI agents that help you work faster, smarter, and with full visibility and control. CONVERSE WITH AI AGENTS Chat with AI agents in real time using a live streaming interface. Responses appear as they're generated — no waiting. Threads are organized, searchable, and persistent so you can always pick up where you left off. MULTIPLE ASSISTANTS & CUSTOM AGENTS Choose from system assistants, shared team agents, or build your own. Create custom AI assistants with a personalized name, description, icon, and visibility setting (private, team, or organization-wide). Whether it's an HR agent, sales analyst, email drafter, or calendar manager — you decide what your agents do and who can access them. KNOWLEDGE BASE MANAGEMENT Organize your company's knowledge into collections. Create named collections with custom icons and descriptions, upload documents in PDF, Word, Excel, PowerPoint, TXT, Markdown, CSV, JSON, HTML, and more. Track document processing status in real time. Your agents can reference your knowledge base during any conversation. HUMAN-IN-THE-LOOP APPROVALS Stay in control with built-in approval workflows. When an agent needs to take a real-world action — like sending an email or scheduling a task — you see the exact details, make edits if needed, and approve or reject before anything happens. Every action is transparent and auditable. EMAIL INTEGRATION Let AI agents draft emails on your behalf. Review the full draft — recipients, CC, BCC, subject, and body — edit anything you want, then approve and send without ever leaving the app. MULTIMODAL CONVERSATIONS Send images (JPEG, PNG, GIF, WebP) and documents (PDF, CSV, JSON, HTML, Word, Excel, PowerPoint, and more) directly in chat. Files are previewed inline and processed by agents that understand their content. TEXT-TO-SPEECH Listen to agent responses with built-in text-to-speech. Control playback per message for a hands-free experience on the go. CONVERSATION MANAGEMENT Pin important chats, search by title, filter by date range, and organize threads however you like. Create new conversations, delete old ones, or pick up exactly where you left off. SHARE & COLLABORATE Share any conversation with a unique, expirable link. Recipients can read the shared thread or fork it into their own conversation to continue the discussion independently. Revoke access at any time. DARK MODE & THEMES Switch between light, dark, and automatic themes. Clusterix Agent adapts to your system preference and looks great in every environment. MULTILINGUAL SUPPORT Available in English, German, and French with full locale support. BIOMETRIC LOGIN Sign in quickly and securely using Face ID or Touch ID alongside email and one-time password authentication. ENTERPRISE-GRADE SECURITY Tokens are encrypted, automatically refreshed, and never exposed. All data is stored using secure local storage. App communications are fully authenticated. --- Clusterix Agent is designed for modern teams that work with AI — giving you the power of intelligent automation with the confidence that a human is always in control.