Frequently Asked
Questions
Find quick answers to common questions about Grabb.AI’s features, setup, security, and more.
PLATFORM & BENEFITS
What is Grabb.AI, and how does it benefit my business?
Grabb.AI is an AI-powered sales intelligence platform designed to turn your existing accounting, ERP, and CRM data into actionable insights.
By analyzing sales performance, customer behavior, churn risk, and upsell opportunities, Grabb.AI helps businesses improve forecasting accuracy, increase retention, and uncover new revenue opportunities—all while reducing manual reporting tasks.
Whether you’re managing a sales team or reviewing performance across accounts, Grabb.AI gives you the clarity and speed to make smarter, data-driven decisions.
Is Grabb.AI suitable for small or growing teams?
Yes. Grabb.AI is built to scale with your business. Whether you’re a startup, a growing sales team, or a mid-sized organization, the platform offers flexible pricing plans and a modular feature set that adapts to your evolving needs.
You can start small and expand as your team and data complexity grow, making it an ideal solution for agile businesses.
How quickly can I see results with Grabb.AI?
Many users begin to see meaningful improvements within the first 30 days. These include faster reporting turnaround, clearer forecasting accuracy, early churn detection, and better prioritization of sales opportunities.
Because Grabb.AI connects directly with your existing data sources, insights start flowing almost immediately—no lengthy setup required.
FORECASTING & PERFORMANCE
How does Grabb.AI help with forecasting and sales targets?
Grabb.AI enhances your sales forecasting by using machine learning to predict future outcomes based on historical patterns, sales rep activity, and customer behavior.
It highlights the gap between your forecast, targets, and actual performance in real time—helping you make adjustments early and hit your revenue goals more consistently.
Can I track sales rep or territory performance?
Absolutely. Grabb.AI includes customizable dashboards for tracking individual rep performance, sales by territory, and progress toward team goals.
You can view heatmaps, benchmark against peers, and use data-backed insights to coach reps, optimize territories, and align resources with your top-performing areas.
INTEGRATIONS & DATA
What types of data can I integrate with Grabb.AI?
Grabb.AI connects with a wide range of platforms, including sales, accounting, and ERP systems. Supported tools include SAP, Microsoft Dynamics, Odoo, Netsuite, QuickBooks, Sage, Xero, and Zoho, among others.
We also offer a flexible API for custom integrations, allowing you to bring in proprietary or industry-specific data with ease.
To learn more about our integrations, visit our dedicated integrations page.
Does Grabb.AI work with QuickBooks?
Yes. Grabb.AI integrates seamlessly with both QuickBooks Online and QuickBooks Desktop.
You can also connect additional platforms like Xero, Zoho Books, Sage, and others to consolidate financial and sales data for a more complete picture of account health and buyer behavior.
How frequently is data updated?
By default, data is refreshed daily to ensure insights stay current and relevant.
Depending on your system setup, we also support real-time or near real-time syncing for certain integrations—ideal for fast-moving sales environments.
CUSTOMIZATION & INDUSTRY FIT
Is Grabb.AI customizable for my industry?
Yes. Grabb.AI is designed to adapt to your business model and industry requirements. You can customize segmentation logic, KPIs, workflow automations, and alert thresholds to reflect the way your team operates.
Whether you’re in retail, manufacturing, distribution, or professional services, we’ll help tailor the platform to your goals.
Can I use Grabb.AI if I have a unique sales process or pricing model?
Definitely. Our onboarding team works with you to map your sales stages, pricing logic, and customer journey into the platform.
Whether you use custom quote structures, tiered pricing, or non-linear deal cycles, we’ll help configure Grabb.AI to support your workflow—so you can get accurate insights that match how you actually sell.
SECURITY & SUPPORT
How does Grabb.AI keep my data secure?
Grabb.AI follows best-in-class security practices including end-to-end data encryption (at rest and in transit), role-based access controls, and secure cloud hosting with built-in redundancy.
We comply with international data protection standards such as GDPR and are pursuing additional certifications to strengthen trust and transparency.
What support is available during onboarding?
During onboarding, you’ll receive personalized assistance from our success team—including guided setup, custom data mapping, and up to four training sessions tailored to your team’s role and goals.
We ensure everything is configured correctly from day one so you can start getting value fast.
What if I need help after setup?
We offer continuous support via email and in-app chat, with quick response times and real human help. You’ll also get periodic check-ins and access to new feature updates, training resources, and best practices.
Our goal is to make sure you’re not just set up—but continuously supported as you grow.
Still Have Questions?
We’re happy to help—just reach out to our team and we’ll get you the answers you need.