全流程 AI 销售副驾

让销售更聪明地工作，成交更多高利润订单

TradeMonday AI 接管销售最耗时、最重复的工作——让团队把时间真正用在赢单上。10 分钟完成数据接入，60 天内看到可衡量的业绩提升。

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 Required Watch a 2-Minute Demo

Trustedby 30,000+ sales professionals across F&B, Retail, Automotive, Hospitality,and Finance.

已被餐饮、零售、汽车、酒店行业 30,000+ 销售专业人士信赖。

銷售團隊為何舉步維艱

团队很努力，但时间花错了地方。

大多数销售团队每周真正用于“销售”的时间不到 35%。其余时间在写跟进邮件、追审批、查定价、更新 CRM、
准备重复会议。当交易节奏加快时，慢一步利润缩水，再慢一步订单流失。

行政负担过重

跟进、提醒和状态更新占据大量时间——
而这些完全可以由 AI 自动完成。

利润悄悄流失

为了尽快成交而随意打折？没有机制约
束，小额折扣累积起来就是巨大损失。

收入策缺乏全局角

竞争价格、市场变化和客户信号分散在不
同系统里——团队只能被动应对，而无法
主动掌控。

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.

工作原理

一个 AI 平台，三大能力，全面提升销售战斗力。

TradeMonday AI 无缝连接 CRM、邮件、通话、文档和市场数据。自动处理耗时任务，实时指导关键决策，
严格守住利润边界。无需 IT 项目，无需改变流程，接入即可运行。

01 销售流程自动化

自动完成跟进邮件、会议提醒与进度更新，让销售专注于真正的成交。

02 人工智能辅助交易台

实时指导复杂交易：面对异议给出最佳回应，针对不同场景提供合理定价，
每个阶段都有清晰下一步建议。

01 智能营收

将您的销售数据、市场信号和竞争对手定价转化为清晰的收入建议——这样您的领导团队就能始终知道下一步该做什么。

连接团队已使用的工具和数据源

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.

销售流程自动驾驶

把跟进交给 AI，人工智能辅助销售团队完成复杂交易

AI 自动生成每一条沟通内容

从首次联系到会后跟进，人工智能都会自动撰写信息。您只需审核批准，或者让它自动发送即可。

智能客户分层

将您的联系人分为高价值联系人、潜在客户或 VIP 联系人，并针对每个联系人执行不同的沟通流程。

多阶段销售流程自动化

设置触发条件，定义阶段，然后让 TradeMonday 处理整个流程——从首次接触到预约会议。

邮件 + WhatsApp 双渠道触达

每条信息都会通过联系人实际回复的渠道送达，而不仅仅是电子邮件。

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.