Full-Cycle AI Sales Copilot

Your Sales Team. Working Smarter. Closing More.

TradeMonday AI handles the repetitive work your sales team hates — so they can spend their time on the conversations that actually close deals. Connect your data in 10 minutes. See results within 60 days.

Start Free — No Credit Card RequiredWatch a 2-Minute Demo
Trusted by 30,000+ sales professionals across F&B, Retail, Automotive, Hospitality, and Finance.
Full-Cycle AI Sales Copilot

Your Sales Team. Working Smarter. Closing More.

TradeMonday AI handles the repetitive work your sales team hates — so they can spend theirtime on the conversations that actually close deals. Connect your data in 10minutes. See results within 60 days.

Start Free — No Credit Card RequiredWatch a 2-Minute Demo
Trustedby 30,000+ sales professionals across F&B, Retail, Automotive, Hospitality,and Finance.
Trusted by 30,000+ sales professionals across F&B, Retail, Automotive, and Hospitality
WHY SALES TEAMS STRUGGLE

Your Sales Team Is Working Hard.
But Too Much Time Goes to the Wrong Things.

Most sales teams spend less than 35% of their week actually selling. The rest? Writing follow-up emails. Chasing approvals. Searching for the right pricing. Updating the CRM. Preparing for meetings they should already be ready for. When a deal moves fast, slow processes cost you the margin — or the deal entirely.

Admin Overload

Hours wasted on follow-ups, reminders,
and status updates that AI can handle automatically.

Margin Leakage

Reps discount to close faster. Without
guardrails, those off-policy decisions add up fast.

Blind Spots in Revenue

Competitor pricing, market trends, and customer signals are scattered — so your team reacts instead of leads.

Admin Overload

Hours wasted on follow-ups, reminders,
and status updates that AI can handle automatically.

Margin Leakage

Reps discount to close faster. Without
guardrails, those off-policy decisions add up fast.

Blind Spots in Revenue

Competitor pricing, market trends, and customer signals are scattered — so your team reacts instead of leads.

HOW IT WORKS

One AI Copilot Platform. Three Ways
to Help Your Sales Team Win.

TradeMonday AI connects to the tools your team already uses — your CRM, emails, calls, documents, and market data. Then it puts that information to work: automating the tasks that eat time, guiding the decisions that win deals, and protecting the margins that matter. You don't need an IT project. You don't need to change your process. You just start, and it works.

01

Sales Workflow Autopilot

Automates the repetitive tasks — follow-up emails, meeting reminders, stakeholder updates — so your reps can focus entirely on selling.

02

Deal Desk Copilot

Guides your reps through complex deals in real-time within enterprise policy — with the right response to any objection, the right price for any situation, and a clear next step at every stage.

01

Revenue Layer

Turns your sales data, market signals, and competitor pricing into clear revenue recommendations within company policy — so your leadership team always knows what to do next.

Connect the Tools & Data Sources Your Team Already Uses

Sales Workflow Autopilot
Deal Desk Copilot
Revenue Layer
SALESWORKFLOW AUTOPILOT

1. Let AI Handle the Follow-Ups. Your Team Handles the Deals.


Every sales rep knows the feeling: a strong meeting, a hot lead — and then hours lost writing emails, chasing responses, and sending reminders. TradeMonday's Sales Workflow Autopilot takes those tasks off your team's plate entirely. It connects to your CRM, your contact lists, and your communication channels, then automatically drafts and sends the right message to the right person at theright time — via email or WhatsApp. Your reps set the workflow once. Afterthat, the AI runs it.

Trade MondayAI connects to the tools your team already uses — your CRM, emails, calls,documents, and market data. Then it puts that information to work: automatingthe tasks that eat time, guiding the decisions that win deals, and protectingthe margins that matter.Youdon't need an IT project. You don't need to change your process. You juststart, and it works.

One Hub, Many Agents

Deploy and orchestrate AI agents from a single hub.

Unified Data Integration

Consolidate disparate data silos into a single, powerful knowledge base.

Prompt-Driven Insights

Generate targeted insights by simply defining your business questions.

Auto-Refreshing Knowledge Base

Ensure your insights are always based on the latest data with automatic data source updates.

SALES WORKFLOW AUTOPILOT

Let AI Handle the Follow-Ups.
Your Team Handles the Deals.

AI Drafts Every Message

From first outreach to post-meeting follow-up, the AI writes the message. You review and approve — or let it send automatically.

Smart Contact Segmentation

Group your contacts into High Value, New Prospect, or VIP — and run a different communication sequence for each.

Multi-Stage Workflow Automation

Set the trigger, define the stages, and let TradeMonday handle the full sequence — from first touch to meeting booked.

Email & WhatsApp Delivery

Every message reaches your contacts through the channels they actually respond to — not just email.

DEALDESK COPILOT

What If Every Rep Handled Every Deal Like Your Best Rep Does?


Your top sales rep instinctively knows when to push, when to hold, and exactly whatto say when a prospect pushes back on price. The Deal Desk Copilot gives everyrep on your team that same confidence — in real time, during the actualconversation.

It listens to your calls, reads your CRM, and pulls from your company's ownpricing rules and sales playbook. Then it tells your rep what to say next,flags when a discount is about to breach policy, and generates a structureddeal summary the moment the meeting ends.

One Hub, Many Agents

Deploy and orchestrate AI agents from a single hub.

Unified Data Integration

Consolidate disparate data silos into a single, powerful knowledge base.

Prompt-Driven Insights

Generate targeted insights by simply defining your business questions.

Auto-Refreshing Knowledge Base

Ensure your insights are always based on the latest data with automatic data source updates.

DEAL DESK COPILOT

What If Every Rep Handled Every
Deal Like Your Best Rep Does?

Live Coaching During the Call

As the conversation unfolds, the AI surfaces objection responses, competitive rebuttals, and next-best actions — grounded in your playbook.

Auto-Generated Deal Brief

Every meeting ends with a structured summary: risk assessment, recommended next steps, and pricing corridors — ready in PDF or infographic format.

Discount Guardrails

No more off-policy discounting. TradeMonday enforces your pricing rules so every deal stays within your margin parameters.

Pipeline Dashboard for Managers

A real-time view of every rep's pipeline — deal progression, workflow compliance, and where deals are stalling.

REVENUE LAYER

Stop Guessing. Start Leading
with Revenue Intelligence.

Always-Current Pricing Recommendations

Optimal pricing based on live competitor data, seasonal signals, and your historical performance — recalculated continuously, not once a quarter.

Ask in Plain Language, Get Revenue Answers

Generate pricing analysis, deal prioritisation, and revenue projections just by asking a question — no technical setup, no analyst.

One Intelligence Base for Every Decision

Connect your data once. Every pricing decision, approval workflow, and revenue recommendation draws from the same unified, always-current source.

Delivered How Your Team Works

Revenue insights reach your team via dashboard, chatbot, or document — whatever fits your existing workflow.

One Hub, Many Agents

Deploy and orchestrate AI agents from a single hub.

Unified Data Integration

Consolidate disparate data silos into a single, powerful knowledge base.

Prompt-Driven Insights

Generate targeted insights by simply defining your business questions.

Auto-Refreshing Knowledge Base

Ensure your insights are always based on the latest data with automatic data source updates.

ENTERPRISE

Enterprise Sales Is Complex. Your
AI Copilot Should Be Built for That.

Negotiation, pricing flexibility, approval hierarchies, compliance requirements — enterprise deals are different from SMB sales. TradeMonday's enterprise deployment is configured around your exact business: your policies, your playbook, your industry, your team structure.

Governance Built In

Role-based access controls, full audit trails, and configurable policy guardrails ensure every rep operates within your compliance framework.

Your Playbook, Enforced by AI

Upload your pricing policies, sales playbooks and approval guardrails. TradeMonday enforces them automatically — on every deal, every time.

Configured in Days, Not Months

Our patented data processing engine means enterprise deployment takes days — not a six-month IT project. No complex integrations. No technical team required.

Governance Built In

Role-based access controls, full audit trails, and configurable policy guardrails ensure every rep operates within your compliance framework.

Configured in Days, Not Months

Our patented data processing engine means enterprise deployment takes days — not a six-month IT project. No complex integrations. No technical team required.

Your Playbook, Enforced by AI

Upload your pricing policies, sales playbooks and approval guardrails. TradeMonday enforces them automatically — on every deal, every time.

INSIGHTS & RESOURCES

Stay Ahead in Enterprise Sales AI

Trusted by leading Investors

CUSTOMER RESULTS

Real Sales Teams. Real Results.
Measured from Day One.

Automotive / Enterprise Sales

30 Reps. 25% Higher Conversion. In One Quarter.

A national automotive sales team used TradeMonday's Deal Desk Copilot to encode their top performer's scripts and objection playbooks. Every rep — not just the best ones — now has the right response at every stage of the deal.
Consumer Brand / Retail

Faster Pricing Decisions. No more Margin Leakage.

A consumer goods sales team connected TradeMonday's Revenue Layer to their internal invoices, competitor pricing data, and market share feeds. Their sales management team now makes pricing and promotional decisions in hours, not weeks.
Hospitality

Higher Occupancy. Stronger Margins.

TradeMonday helps hospitality teams optimize pricing in real time — balancing demand, competition, and seasonality to maximize revenue per room.
Travel Industry

Smarter Bookings. Faster Decisions. Lower Costs.

TradeMonday empowers travel teams to build fully customized travel solutions in real time — intelligently combining content from multiple OTAs, hotels, and package providers while staying within company travel policies.
Our AI eliminates manual searching and quotation preparation, automatically comparing options, optimizing costs, and generating ready-to-book itineraries in minutes.
HOW WE COMPARE

Not All AI Tools Are Built for Sales.

ChatGPT is great for writing content. Zapier is great for connecting apps. But neither one was designed to guide a complex B2B deal, protect your margins, or coach your rep during a live negotiation. TradeMonday was.

  1. Feature

    ChatGPT

    Zapier

    TradeMonday AI

  2. Automates sales follow-ups

    Manual only

    No sales  context

    Email + WhatsApp, auto

    Guides deals  in real time

    Generic  answers

    Not  applicable

    Grounded in your playbook

    Protects your pricing margins

    None

    Rule-based  only

    Discount  guardrails built in

    Revenue & pricing intelligence

    No industry  data

    Automation  only

    Live market signals

    Connects CRM, calls & documents

    Text only

    App  integrations

    Unified  data layer

    Enterprise governance & audit trail

    None

    Basic

    Role-based access + audit

    Industry-specific  AI

    General  purpose

    General  purpose

    F&B, Retail, Auto, etc.

WHY TRADEMONDAY AI

Built for Revenue. Proven in Enterprise.

Live in 10 Minutes

Connect your CRM and data sources, pick your copilot, and deploy. No IT project. No lengthy onboarding. No waiting.

Impact You Can Measure in 60 Days

Reduced admin time. Faster deal approvals. Lower margin leakage. You'll see the difference in your numbers — not just in a demo.

Patented AI Technology

Our proprietary AI engine — patented and recognised by CB Insights — is purpose-built for enterprise sales data, not adapted from a general-purpose tool.
LET'S TALK REVENUE

Your Competitors Are Already
Using AI to Win Deals. Start Today.

Webinar

Webinar: Unlock Business Growth with AI-Powered Data Insights

Hosted by TradeMonday
‍📅 Date: Every Thursday
📍Location: Online (Zoom)

Book a Private Demo or Ask Us Anything

Tell us your industry and your biggest sales challenge — and we'll show you exactly which TradeMonday copilot solves it. We respond within one business day.

SALES Email
sales@trademonday.com
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