Sales is where homemade AI tools spread fastest, because the payoff is easy to see: more follow-ups sent, fewer deals forgotten. A rep builds something for themselves, their numbers improve, and the rest of the team wants it by Friday.
Common workflows
Stale deal follow-ups
Finds deals with no activity in two weeks and drafts a short, specific follow-up for each.
TriggerEvery morning
ReadsYour deals with no activity
Your logicRank by value and silence
PreparesShort, specific nudges
A personYou send the ones you like
Cresec handles the plumbingSign-in as each personTheir own accessDrafts firstA record of every action
Apps it uses: CRM, Email
Why it's hard to share today: Every rep has to send from their own mailbox and only see their own deals.
Meeting prep briefs
Before each call, collects recent emails, deal notes and company news into a one-page brief.
Trigger1 hour before each call
ReadsCalendar, CRM and recent emails
Your logicWhat matters for this call
PreparesA one-page brief
A personYou read it on the way in
Cresec handles the plumbingSign-in as each personTheir own accessDrafts firstA record of every action
Apps it uses: Calendar, CRM, Email
Why it's hard to share today: It reads three systems as the rep — which only works if each rep connects their own.
Forecast notes for managers
Summarises changes in each rep's pipeline for the weekly forecast call.
Apps it uses: CRM
Why it's hard to share today: Managers should see their team; reps should see only themselves.
You bring the logic. Cresec does the rest.
Your name on it. You're recorded as the builder of every version, and you can see how far it spreads.
Everyone is themselves. People sign in with their company account and connect their own apps once.
No passwords in the tool. Nothing to leak, nothing to change when someone leaves.
Drafts first. New users can read and prepare drafts; sending is allowed per person, per tool.
A record of every action. Who did what, with which version of the tool, checkable by you at any time.
Common questions
How do I share my sales AI tool with my team?
With Cresec, you keep building the tool your way. Each teammate signs in with their company account and connects their own CRM and email once. The tool never holds anyone's password.
Will my manager see that I built it?
Yes. Cresec records who built each version and how many people use it — the kind of evidence that gets noticed at review time.
Which CRMs and email tools does it work with?
The ones sales teams live in — CRMs like Salesforce and HubSpot, email like Gmail and Outlook, and calendars. Tell us yours when you request an invitation.