CONTEXTUALIZED
0
+
Conversations read every day
CONVERSATIONS
2,000+ / DAY
For leaders who inherited the number
Turn Conversations Into Customers
Every conversation your team has becomes the next step on a deal, written and ready to approve.
Context
Engine
Engine
✦
Next Best Action
Follow up with Sarah Mitchell
✓
Enterprise proposal viewed twice
✓
Call mentioned budget approval Thursday
Buying intent
High
ACTED ON
0
+
Next best actions created every day
TRACKED
$
0.0
M
In closed revenue traced to conversations
CLOSED REVENUE
$23.9M TRACKED
Let sales sell. We'll do the rest.
Salespeople spend about a quarter of their working week actually selling.
We take the other three quarters.
TODAY
CURRENT STATE
Deals stall and get lost in the cracks. Salespeople can't keep up.
THE NEW WAY
INSTANTLY
RELEVANT
AI ASSISTED
Fully contextualized AI to instantly give the most relevant next action.
Salesforce, State of Sales, 7,775 sales professionals across 38 countries.
The Relevance Problem
Your salespeople want to sell. Here is where the other 72% goes.
1 Call Flagged
SC
2 Coaching Recommendation
Address pricing hesitation earlier and reinforce ROI before discussing next steps.
3 Deal Moves
Acme Corp
$42,000
Discovery
›
Proposal
›
Negotiation
Revenue intelligence, from signal to progress.
Every month starts with a clock and a number.
Somewhere in the middle of it, a salesperson is updating records, writing follow-ups, hunting for what was
said on a call three weeks ago, and deciding, from memory and at speed, which of their open deals to
touch today.
Most of them get touched. Some don't. A follow-up that never went out. A buying signal nobody saw. A
deal that went quiet and stayed quiet.
Pull quote, set large and standalone
Those deals aren't lost to a competitor. They're lost to the ones nobody got back to.
Closing line
The work is already done. Written, targeted, ready. Your salesperson reads it, approves it, and it goes.
1 Call Flagged
SC
2 Coaching Recommendation
Address pricing hesitation earlier and reinforce ROI before discussing next steps.
3 Deal Moves
Acme Corp
$42,000
Discovery
›
Proposal
›
Negotiation
Revenue intelligence, from signal to progress.
Built to Fit How You Operate
01 / PLATFORM
THE PLATFORM
IR
RELEVANCE
HUB
HUB
01
Sales Intelligence
Opportunity signals
02
Marketing Intelligence
Pipeline attribution
03
Explainable AI
Why this action matters
04
Your Data
CRM + calls + email + text
Calls, video meetings, email and text. Works inside Salesforce, HubSpot, Microsoft and GoHighLevel. No
migration, no new system to learn.
The work moves off your salespeople and into the platform. Nothing about how they sell has to change.
IR
RELEVANCE
HUB
HUB
01
Sales Intelligence
Opportunity signals
02
Marketing Intelligence
Pipeline attribution
03
Explainable AI
Why this action matters
04
Your Data
CRM + calls + email + text
0+
conversations
contextualized daily
0+
words read daily
0+
Next Best Actions
created daily
$0.0M
in closed revenue
tracked
Since 2020, across engineering, medical devices, distribution, healthcare, government, security and SaaS.
BUILT ON
Microsoft
•
Google
•
AWS
•
Anthropic
•
OpenAI
•
Supabase
•
GoHighLevel
WHAT EACH ROLE GETS
One system. Three very different jobs.
FOR YOUR SALESPEOPLE
The work, done. Every active deal carries its next move: written, targeted, ready to approve.
Plus the thing they can't see themselves: where this deal is drifting toward the way they usually lose, and
what the salespeople who win in that situation do instead.
FOR YOUR SALES LEADERS
Where each salesperson wins, where they lose, where they stall, and the blind spot behind it, benchmarked against the team.
Every lead routed to the salesperson who closes that buyer type. Coaching becomes a specific thing to work on this week.
FOR YOUR EXECUTIVES
Lead quality traced all the way to closed revenue. Return on every marketing dollar, measured.
Which deals are real and which are hope. A number you can take to a board and defend. When the board asks why the forecast moved, the answer is a conversation, not an opinion.
Numbers tell you what happened. Conversations tell you why. Together, in the context of the deal, they become meaning. Meaning becomes the action
Data to action. Action to outcome. Outcome back into the data.
How IR Works
DATA TO CONTEXT
Every call, video meeting, email and text your team has, tied to the right deal, the right salesperson, the right customer. Not a pile of records. A situation.
CONTEXT TO INFERENCE
What it means. Which deals are moving, which are drifting, and what separates the two, judged against every deal your company has ever run.
INFERENCE TO ACTION
The next best action, written and ready. Sometimes that's the follow-up email. Sometimes it's the introduction your salesperson promised and forgot. Sometimes it's don't call until three weeks after the wedding.
ACTION TO OUTCOMES
Won, lost, stalled. Every action tied to what actually happened next.
AND BACK
Outcomes teach the system. Next week's inference is sharper than this week's, on your deals, your buyers, your team.
DATA TO CONTEXT
Every call, video meeting, email and text your team has — tied to the right deal, the right salesperson, the right customer. Not a pile of records. A situation.
CONTEXT TO INFERENCE
What it means. Which deals are moving, which are drifting, and what separates the two — judged against every deal your company has ever run.
INFERENCE TO ACTION
The next best action, written and ready. Sometimes that's the follow-up email. Sometimes it's the introduction your salesperson promised and forgot. Sometimes it's don't call until three weeks after the wedding.
ACTION TO OUTCOMES
Won, lost, stalled. Every action tied to what actually happened next.
↺ AND BACK
Outcomes teach the system. Next week's inference is sharper than this week's, on your deals, your buyers, your team.
Every deal gets worked. Every day.
On most sales teams, a third of open pipeline has had no activity in the last two weeks. Not because anyone decided those deals were dead. Because there were forty of them and time for four.
Instantly Relevant works all forty. Every deal carries its next action, written from what was actually said on it, ready for your salesperson to approve. The deals nobody would have reached today get reached today.
It reads the conversation, not just the CRM record, so it knows the difference between a deal that has
gone quiet and a deal that has gone. It sees the question that went unanswered, the pitch that reached
price before it reached value, the pattern behind four of the last six losses.
Every call, every salesperson, every deal. Measured the same way, every time.
Marketing and sales finally run on the same data.
Explainable. Transparent. Relevant.
YOUR DATA STAYS YOURS
Your conversations live in a dedicated instance, encrypted at every step. What the system learns from them belongs to your business.
EVERY NUMBER SHOWS ITS WORK
Click any figure to see the call, the email, the moment behind it. Answer any question about where a number came from.
RIGHT-SIZED OVERSIGHT
The right person approves at the right moment. Everything internal runs on its own. Customer-facing work waits for your salesperson, and you move that line as confidence grows.
SELF LEARNING. SELF HEALING. ALWAYS AWARE.
The platform checks its own work, repairs what breaks, and hands anything beyond it to the team that built it. Fixed once, learned permanently.
MULTI MODEL FOR BEST OUTCOMES
Work routes to the model that performs best at the lowest cost. Better models arrive, your system improves, your costs hold.
YOU CAN HAND THIS TO YOUR BOARD
Every number on every report traces to a conversation, a date and a person. Nothing needs to be taken on faith
Accelerates the technology you already run.
YOUR CRM GETS SHARPER
Salesforce, HubSpot, Microsoft, GoHighLevel. Records stay where they are and arrive complete, updated from the conversations your team is already having.
YOUR DATA STARTS WORKING
The history sitting in your systems becomes the thing that tells your salespeople what closes. Structuring it happens during onboarding, included.
YOUR TEAM MOVES FASTER
The admin behind every deal arrives finished. Implementation, enhancements and upkeep are included, and your salespeople stay on the phone.
Three steps to a working system.
CLOSING LINE
Enhancements ship continuously and arrive included.
The platform improves while your headcount holds.
Built for teams whose customers arrive online and buy through conversation.
Leads come from the internet. Salespeople work them over phone and video. Deals take weeks or months, and every one turns on what gets said.
THE SITUATIONS THIS FITS
A new CEO turning a company around. The board wants a revenue engine that holds up, and the evidence to go with it.
A sales leader refocusing a team. Same headcount, better output, starting this quarter.
A team growing faster than its process. More leads arriving than the current way of working can carry.
A company preparing for a sale or a raise. Revenue that can be explained, deal by deal, to anyone who asks.
Out of Scope
Where We Are Not the Answer
A single-salesperson shop, a $99 dashboard need, or a business without CRM and conversation history for the system to learn from.
Meet the Team
Thomas Helfrich
Founder and CEO
Chris Mesa
Co-Founder and CTO
Kaito Gino-Gino
Co-Founder and COO
Lindsey Eke
SEO/AEO Specialist
Vivien Lopez
Lead Copywriter
Hannah Revillame
Lead Video Editor
Angel Espino
Senior Social Media Manager
Frequently Asked Questions
What does Instantly Relevant actually do?
We read every sales conversation your company has and turn it into the specific next action that moves each deal forward, written and ready. Your salesperson approves it and it goes.
We already run Salesforce, HubSpot, GHL. Where does this fit?
Alongside it. Salesforce holds the record. This reads the conversations behind the record and tells your team what to do next.
How do we trust AI with revenue decisions?
Every output shows the call, the email or the moment it came from. Your salesperson approves anything a customer will see
What does this ask of our team?
An hour to connect the systems. After that, your salespeople approve work that arrives finished.
Could we build this ourselves?
Some teams could. Maintaining it for years is the part that turns into permanent headcount.
What does it cost?
Enterprise pricing, scoped to your team size and systems. A demo covers it in ten minutes.
What do I get as the leader, not just my salespeople?
Lead prioritization scored on your own closed deals, pipeline intelligence at deal, salesperson and company level, and a forecast where every number traces to something a buyer actually said.
Who owns our data and what the system learns?
You do. Your conversations, your deals, your outcomes, and everything learned from them.
How fast do we see something real?
Your first Next Best Actions arrive as soon as your history loads and calibration completes.
Turn Conversations Into Customers
Your team is already having the conversations that decide this quarter. Let's look at what they are telling you.