Predict churn, uncover growth opportunities, and automate sales workflows with AI agents that work around the clock.
A unified platform that combines predictive analytics, AI automation, and actionable insights.
Multi-factor risk scoring identifies at-risk customers before they leave. Automated interventions trigger at the right moment.
Cohort analysis, trend detection, and sales performance tracking. See where revenue is growing and where it’s at risk.
Automatically classify customers into value tiers. Tailor your strategy for Platinum, Gold, and Silver segments.
Score and prioritize leads with conversion intelligence. Track prospects from first touch through close.
AI-identified expansion opportunities based on purchase patterns and product affinity analysis.
AI-generated action items for your sales team. Prioritized follow-ups, reminders, and intervention recommendations.
Specialized AI agents understand your business context. Ask about pipeline health, customer risk, revenue trends, or logistics — in plain language.
Pipeline analysis, deal prioritization, quota tracking
AR aging, payment behavior, revenue forecasting
Cross-sell insights, customer health, relationship mapping
Delivery tracking, fleet management, fulfillment status
I've identified 12 high-risk customers based on declining order frequency and aging receivables:
Want me to draft re-engagement emails for these accounts?
Real-time KPIs, risk indicators, and sales signals — all in one executive dashboard.
SI sits on top of your ERP, eCommerce, or accounting platform as an intelligence layer — no middleware needed.
Coming soon
Plus any platform with a REST API, OpenAPI spec, or MCP server
OAuth 2.0, encrypted tokens, and role-based access control
Isolated data per organization with organization-specific AI agent configurations
Deep bi-directional sync with your ERP — no middleware or manual exports
Cloudfish SI is deployed and configured for each customer individually. Reach out and we'll set everything up for you.
Reach out to our team to discuss your sales intelligence needs and current ERP setup.
We connect to your systems, configure AI agents, and set up risk scoring tailored to your business.
Your team receives credentials and onboarding — ready to start using the platform immediately.
Access your Sales Intelligence dashboard or the admin configuration portal.