Flow picks the next call
Smart Serve ranks every company by why it's worth calling now, inside local calling hours, without over-calling anyone.
AI sales platform for phone-based teams
An AI coach on every call. AI insight on every client.
SummitIQ Flow coaches your reps live while they talk, tells them who to call next, and brings AI insight to every client conversation, from the meeting brief to the follow-up.
Meeting bookedTue 10:30 · Renewal review
The problem
A general CRM leaves the brokerage work to your reps.
Reps decide who to call from a list.
Calling hours, follow-up timing and over-calling are left to memory.
Client research lives in spreadsheets and browser tabs.
Coaching happens a week later, if at all.
How it works
From the next call to a clearer forecast.
Coached while they talk
“Say next” suggests an approved line in real time. One key logs the outcome and the next company loads.
Deals move through stages that match how you sell
Track weighted dollars, get alerts on stuck deals and see a forecast that means something.
AI client insight
Useful context for every client conversation.
Meeting briefs
Give reps the client history, priorities and context to prepare before every meeting.
Deal intelligence
Bring next steps, risks and account signals into one view across the pipeline.
Ask Anything
Ask a question about a client, account or process and get an answer grounded in your data.
Knowledge assistant
Find the right process, policy or playbook guidance while the work is happening.
AI document reading
Turn client documents into structured facts and useful recommendations.
AI-written follow-ups
Draft a clear recap and next-step message from the client conversation.
Industry editions
Specialist tools for your market.
Available now
Flow for Energy
Available now: Flow for Energy, with market prices, invoice analysis, hedge simulators and client decks built from invoices. More industries coming.
Flow vs. a general CRM
The difference is in the work around the contract.
| Workflow | General CRM | SummitIQ Flow |
|---|---|---|
| Who to call | Rep decides from a list | Ranked and queued automatically |
| Coaching | After the call, on recordings | Live during the call |
| Meeting preparation | Manual research | An AI brief before every meeting |
| Client analysis | Spreadsheets | Documents to recommendation and deck |
30-day pilot
Try it with your team for 30 days.
Start with a private workspace, guided setup and rep training. Review results together each week, with a full Excel export available any time.
- Private workspace
- Setup and rep training included
- Weekly results review
- Full Excel export any time
Private by design
Your AI learns from your company, and only you.
Your company has its own isolated workspace and Brain. Your clients, calls and playbook stay yours and are never used to train AI for another company.
- 01
Isolated workspace and Brain for each company
- 02
Your playbook teaches your coach, not another company's
- 03
Role-based access for reps and managers
- 04
Your data is not used to train AI for another company
Built on the desk
“I built Flow so every rep could have a coach on every call, and an AI that remembers every client conversation.”
Andrew Unsworth · Founder, SummitIQ
Flow was built first inside an energy brokerage.
SummitIQ Flow
See Flow on a real calling day.
A 20-minute demo with fictional data, plus a look at the calling workflow from first dial to invoice analysis.