Safi AI
Ask your CRM anything.
Safi AI reads your pipeline, visits, tasks and calls, and answers in plain English. It can look at everything you can see, and it changes nothing.
Try asking
It knows your whole CRM. Ask about anything you can open in SafiTrack.
Pipeline
“What's in negotiation right now?”
Tasks
“What's overdue for me?”
Reminders
“What's coming up this week?”
Visits
“Who did I visit on Tuesday?”
Calls
“How many calls did I make today?”
Notes
“What did we discuss with Seefeld Data Centre?”
Contacts
“Who's our contact at Limmat Private Clinic?”
Team Managers
“Which rep closed the most this month?”
Visit write-ups
Every visit, written up for you. No one has to ask.
When a rep logs a visit, Safi AI reads the notes and adds a short summary and a lead score from 0 to 100. Managers get the gist of every meeting without chasing anyone.
Sales visits
Built to be trusted
Reads everything. Changes nothing.
Reads, never writes.
Safi AI can look things up, total them and explain them. It can't change a record.
Sees what you see.
Reps get answers about their own work. Managers can ask about the whole team.
Stays in your workspace.
Every question is checked against your login and answered from your organisation only.
Powered by Gemini.
Requests run through SafiTrack's servers, so no AI key ever reaches the browser.
Auto Plan
Plan the whole team's day. In one go.
Pick the reps and the accounts. Auto Plan splits the accounts into routes by area, orders each route by distance, and flags any stop that's too far out to fit.
Route plans
Questions.Answered.
Can Safi AI change my data?
No. Safi AI is read-only. If you ask it to create, edit or delete something, it tells you where to do it in SafiTrack instead.
What can my reps see?
The same as they can in the app. Reps get answers about their own tasks, deals and visits. Managers can ask about the whole team.
Which AI model does it use?
Google Gemini. Requests go through SafiTrack's servers, which hold the key, so nothing sensitive is exposed in the browser.
Do I need to set anything up?
No. Visit summaries and lead scores are added automatically when a visit is logged, and you can open the assistant from Ask Safi at the top of the app.