Everything your managers need to coach effectively.
AI-powered daily briefs, 1:1 meeting prep, Rep Focus scoring, and a Sales Coach that knows your team's data — all synthesized from your CRM in real time. Requires HubSpot, Salesforce, or Pipedrive.
AI-Powered Daily Brief
Every morning, SMVuereads your team's CRM data and tells your managers what happened, who needs attention, and what to do first — including stale close dates, missing next steps, and other data hygiene issues. No dashboards to build, no reports to pull — they just open the app.
Focus Queue
Your managers' top priorities ranked by urgency. At-risk deals, overdue 1:1s, and coaching gaps — surfaced automatically so they start with what matters most.
Team Snapshot
Every rep's status at a glance. Who's crushing it, who's struggling, and where coaching time will have the most impact today.
Today's Meetings
Your managers' 1:1 schedule with prep status for each. One click to generate a full meeting game plan for any conversation.
Sales Coach
A conversational AI coach that knows your team's data, remembers past conversations, and gives your managers specific, actionable advice — not generic tips. They can ask about any rep, any deal, or any coaching situation.
Trained for What Matters
Built to coach on the things that move the needle — deal velocity, data hygiene, and rep retention. Not generic advice. Real coaching on real problems.
Full Data Access
The coach reads the pipeline, rep profiles, meeting history, and coaching notes. Ask “How's Sarah doing?” and get a real answer with real numbers.
Persistent Memory
The coach remembers what was discussed last week, last month, and last quarter. It builds context over time — just like a real coaching relationship.
Draft Actions
Ask the coach to create action items, write coaching notes, or schedule meetings. It drafts, you review and confirm — nothing happens without your approval.
Pipeline & Deal Intelligence
SMVuegives your managers a complete pipeline view — velocity trends, stage conversion rates, at-risk deals, and health scoring for every open opportunity. No more asking reps “what's the status?” The data is always current, and the risks are flagged before they become losses.
Pipeline KPIs
Open pipeline, at-risk value, win rate, and closed revenue — all updated in real time from your CRM.
Sales Velocity
Track how fast deals move through the funnel. Spot slowdowns before they impact the quarter.
Deal Health Scoring
Every deal gets a health score. At-risk and watch deals are flagged automatically so nothing slips.
Rep Focus
Every rep gets an attention score based on performance, data hygiene, engagement, and development — so your managers always know who's thriving, who needs coaching, and where to spend their time next.
Attention Score
A single score per rep combining performance, data quality, engagement, and development. Green, yellow, or red — your managers know instantly.
Dimension Breakdown
Each score breaks down into four components so managers know exactly what's driving the signal — not just that a rep needs attention, but why.
Priority Sorting
Reps who need the most attention surface first. No guessing, no spreadsheets.
Rep Profiles
Everything you need to know about each rep in one place - no more scattered notes and forgotten context.
Performance Snapshot
Current quota attainment, pipeline health, and key metrics at a glance for every rep on the team.
AI Coaching Recommendations
Personalized development plans generated from each rep's skill ratings and deal patterns. Specific exercises, not generic advice.
Skill Ratings & Development Areas
Rate reps across core selling skills — discovery, objection handling, territory management, and more. Track progress over time and focus coaching where it counts.
Career Goals
Document each rep's aspirations and track progress toward promotion readiness.
1:1 Meeting Prep
Equip your managers with AI-powered 1:1 prep. SMVue generates one-click meeting agendas with coaching insights, so every manager walks in prepared and follows through on every conversation.
1:1 Scheduling
Schedule and manage 1:1s directly in SMVue.
AI-Powered Agendas
One-click agenda generation with AI insights tailored to each 1:1 type - weekly check-ins, performance reviews, career conversations.
Conversation History
Full history of every 1:1 with a rep, searchable and organized by topic.
Notes & Coaching Log
Your managers never forget a coaching conversation or lose important context when they need it most.
Searchable History
Find any conversation, commitment, or topic across all their reps instantly.
Action Items
Track commitments from both sides - what you promised and what they committed to.
Private by Default
Coaching notes are private by default. Managers share only what they choose, when they choose.
Ready to see what coaching at scale looks like?
See the difference data-driven coaching makes for your team.