Real-time year-to-date performance view, with weekly and monthly breakdowns.
Forecast Dashboard
Visualize forecast vs. target vs. actual for any time range.
Achievement Visuals
Instantly see how close you are to team and individual targets.
Sales Performance Monitoring
Identify weekly, quarterly, and yearly dips before they become trends.
CUSTOMER INTELLIGENCE
Know Your Clients—And Keep Them Longer
Client Segmentation
Automatically classify clients as Loyal, At-Risk, VIP, etc., with behaviour-based tags.
Lifetime Value Metrics
Track each client’s value, evolution, and future potential.
Retention Risk Detection
Spot early signs of churn using AI-driven behavioural changes.
Client History Timeline
View key milestones, purchases, and alerts in one place.
ACTIONABLE INSIGHT
Take the Right Action at the Right Time
Suggested Actions Feed
Daily curated list of clients to follow up with, including reason and urgency.
Next Product Prediction
Anticipate which product a client will likely need next.
Client Risk Alerts
Receive alerts on accounts falling off trend, missing targets, or nearing churn.
Behaviour Triggers
Get notified when purchase frequency drops, order sizes shrink, or clients deviate from norms.
SALES TEAM ENABLEMENT
Empower Every Rep With Personalized Tools
Rep Dashboards
See team-wide performance or filter by rep to support coaching.
Sales Target Breakdown
Drill into individual KPIs, product categories, and client segments.
Quarterly Reporting Tools
Automate report creation with accurate, up-to-date visual data.
Rep Segmentation
Compare rep performance over time with goal-based benchmarks.
SMART STRATEGY PLANNING
Plan With Confidence Using AI-Backed Recommendations
Client Portfolio Management
View client health, upsell potential, and forecast in a single glance.
Category-Based Alerts
Get insights by product line, region, or vertical.
Revenue Attribution Tool
Understand what’s driving growth—and what’s not.
AI Planning Assistant
Get prompts for when and where to refocus attention.
Why It Matters
Your team doesn’t need more data—they need clarity, confidence, and the right action at the right time. Grabb.AI turns insight into impact, helping you close faster, retain longer, and plan smarter.
Ready to See These Features in Action?
Book a demo today and discover how Grabb.AI’s powerful, predictive features can transform your sales team’s confidence and performance.