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The Executive Assistant for Account Executives

Expertise does the admin.
You do the deal.

70% of an AE's week disappears into CRM updates, meeting prep, and follow-ups. Expertise runs all of it, so you can run your deals.

Get Started

NO CREDIT CARD REQUIRED

Scheduled tasks

8 active

Pre-call research brief

GongGoogle Calendar
Before meetings

Pipeline hygiene sweep

Salesforce
Nightly

Competitor mention alerts

SlackGmail
Real-time

Renewal & upsell signals

HubSpot
Weekly

Post-demo follow-up drafts

GmailGong
After calls

Inbound lead enrichment

ApolloSalesforce
Real-time

Pharma expansion signals

HubSpotLinkedIn
Runs hourly

Dead-deal revival

SalesforceSlack
Weekly

Champion job-change tracker

LinkedInHubSpot
Runs daily

Pre-call research brief

GongGoogle Calendar
Before meetings

Pipeline hygiene sweep

Salesforce
Nightly

Competitor mention alerts

SlackGmail
Real-time

Renewal & upsell signals

HubSpot
Weekly

Post-demo follow-up drafts

GmailGong
After calls

Inbound lead enrichment

ApolloSalesforce
Real-time

Pharma expansion signals

HubSpotLinkedIn
Runs hourly

Dead-deal revival

SalesforceSlack
Weekly

Champion job-change tracker

LinkedInHubSpot
Runs daily

New task? Just describe it.

Trusted by
Access Group
Viventium
Safe Software
Processfusion
Naturgy
Nevvon
and 100+ other B2B companies
G2 4.9 rating
G2 Momentum Leader Summer 2026G2 Easiest Setup Summer 2026G2 High Performer Summer 2026
SOC 2 Type IIGDPRCCPA

Expertise in action

One AI assistant that runs the repetitive work around your deals, so you can get back to selling.

Final product walkthrough

How it works

Three steps.
Then it runs itself.

Connect your stack, describe the work, let Expertise do it on its own.

Describe

Say what you want in your language.

No prompt engineering. Just describe the work the way you'd describe it to an assistant, and Expertise turns it into an agentic workflow in seconds.

No code
Editable steps
Connect

Plug in your stack.

One-click integrations with the tools you already live in: CRM, inbox, calendar, Slack, LinkedIn. Expertise reads from and writes to them on your behalf.

30+ integrations
SOC 2
OAuth
Run

It works while you sell.

Expertise runs the workflow in the background, watches the results, and asks you to approve only what needs a human. The rest just gets done.

Triggers
Schedules
Approval queue

What Expertise does

The work around your deals,handled before you ask.

A few of the things reps run on Expertise. Describe anything else, it'll run that too.

Account discovery

Net-new accounts that fit your ICP, each with the signal behind why now.

Buying-signal radar

Funding, hiring, and leadership changes tracked across your whole market.

Deal-risk alerts

Catch deals going quiet before they die, with the angle to re-open them.

CRM signal sync

Buying and risk signals written onto every HubSpot or Salesforce deal.

Pre-call intel briefs

News, signals, and openers for any account, ready before you dial.

Anything else. Just describe it.

Describe the play in your language. Expertise builds and runs it.

Integrations with HubSpot, Salesforce, Gong, Slack, Gmail, and other sales tools

Your stack.Already connected.

CRM, inbox, calendar, call recorder, dialer, LinkedIn. Expertise reads from and writes to the tools you already live in. Connect in seconds, no engineering team required.

A Tuesday with and without Expertise

Half your week, back.

Per Salesforce's State of Sales Report, AEs spend 72% of their week on non-selling work, only 28% actually selling. Here's what changes when an EA handles the admin layer.

Before

You, alone, after hours.

With

You, plus an EA who never sleeps.

Re-watch yesterday's call and pull out the three things that actually matter

22 min

Recap, deal updates, next steps. Done by 8:01am

auto

Type the recap into Salesforce. Update deal stage.

14 min

Your EA flags three deals that went quiet this week. Two are worth chasing, one is a pass

2 min review

Research the three accounts on your calendar before standup

2 hr

Prep docs for every meeting on your calendar. Open one doc, you're ready

auto

Write the follow-up emails from yesterday's calls. Each one different

38 min

Live intel on your accounts dropped before you sit down

Live

Check who's viewed your proposal and whether to follow up

30 min

90-day forecast updated without you opening a spreadsheet

auto

Stare at your pipeline and figure out which deals are actually moving

45 min

Your EA tells you which deal to worry about and which to let go

2 min review

Backed by enterprise grade security & privacy

Expertise AI is SOC 2 Type II and GDPR compliant giving you the best in class support and privacy. This includes complete safeguard of your data with state of the art encryption

  • Expand your business globally - we'll take care of your compliance with local regulations
  • End-to-end encryption and strict access controls for all customer data
  • Support your customer base with opt out and DNC support
GDPR
SOC 2CCPA compliant

Never let the right deal slip.
Start in five minutes

Frequently Asked Questions

It saves time within the first hour. Expertise builds workflows from plain English, you describe the task once and it runs forever. Most AEs have CRM updates, follow-ups, and meeting prep automated by lunch on day one.