Your answers are stuck in the CRM
Business questions take tickets, reports, and a data analyst — when they should take a sentence.
Your data is locked in the CRM
Finding an answer means knowing exactly where to look.
Answers take tickets and days
You ask an analyst, then wait for a report.
Sales teams don't run reports
They need answers in the flow of work.
ChatGPT doesn't know your data
Generic AI can't answer "what's our pipeline?"
An AI analyst, living in your CRM
Ask in plain English and get grounded answers — right where your team already works.
Installed inside Salesforce
An installable package, right where your team works.
Natural-language answers
Ask in plain English, get a direct answer.
Grounded in your CRM
Answers cite real records, not hallucinations.
Conversational follow-ups
Refine with "and last quarter?"
Business-data fluent
Pipeline, deals, accounts, revenue, churn.
Secure & governed
Respects Salesforce permissions and sharing rules.
From question to answer in four steps
Install the package
Drop RT Ask into your Salesforce org.
Ask in plain English
"What's our open pipeline this quarter?"
AI searches your CRM
Queries your real records and permissions.
Get an answer with sources
A direct answer, with the records behind it.
Tailored to your org
Every plan is scoped to your Salesforce org and data. Book a demo and we'll build it together.
Starter
- Installed chatbot
- Natural-language Q&A
- Grounded answers
Pro
- Everything in Starter
- Conversational follow-ups
- Sources & saved questions
Enterprise
- Everything in Pro
- Custom data models
- ERP / finance connections
Built by the CRM & AI experts
- Already built and shipped — this is a real client deployment, not a concept.
- Certified Salesforce partner across 6 CRMs; integration is our #1 capability.
- An AI arm that ships LLM-native products.
Frequently asked questions
Yes — it's an installable package for Sales and Service Cloud; we handle setup and configuration.
Yes — it respects Salesforce sharing rules and field-level security, so users only see what they're allowed to see.
Today it's CRM-native; we can extend it to ERP and accounting via RT Spine.