Skip to main content

Ask About Your Deals & Customers

Ask Qubi is particularly powerful when used for deal and customer intelligence. Instead of digging through your CRM or replaying old calls, just ask.

Get instant answers about any deal in your pipeline:

  • "What's the current status of the Acme opportunity?"
  • "What risks should I be aware of for this deal?"
  • "When was our last interaction with the Globex buying committee?"
  • "What's the next step on the Initech renewal?"

Qubi combines CRM data with your past conversations to give you a complete picture.

Learn about any contact or account without searching through meeting notes:

  • "What are the main pain points for [contact name]?"
  • "How many times have we met with [account name] this quarter?"
  • "Who from our team has spoken with [contact name]?"

Voice input​

Prefer to speak? Click the microphone icon and ask your question out loud. Qubi transcribes your question in real time and returns the answer just like a typed query.

This is especially useful when you're prepping between back-to-back calls and need a quick answer.