AB Sales is an AI-assisted CRM that lives inside Microsoft Teams. Capture leads, research them with AI, move them through a simple funnel, and convert the winners into customers — without leaving the place your team already works.
New here? Start with How the funnel works — it's the one idea that makes everything else click.
What you can do
Capture leads
Add prospects by hand, bulk-import a CSV, or let the Agent fill them in. See Leads.
Research with AI
Find a company's website, read it, and enrich the lead automatically. See Research with AI.
Send email
Templated outreach from your own Microsoft 365 mailbox. See Sending email.
Automate the grind
The Agent finds websites, extracts contacts, and sends a first touch on a timer. See Agents.
The four core objects
| Object | What it is |
|---|---|
| Lead | A prospect you want to sell to. The busiest object — all the automation targets leads. |
| Contact | A person attached to a lead or customer. Many per parent are fine. |
| Opportunity | A specific deal: amount, expected close date, stage. |
| Customer | An established account you do business with. |
They form a funnel: a lead becomes a Contact when you add a contact, an Opportunity when you add a deal, and a Customer when you win it. See how the funnel works.
Who it's for
- Small B2B sales teams already living in Microsoft Teams who don't want a separate CRM browser tab.
- Founders and engineers running their own outbound — the Agent does the work you don't have time to do by hand.
- Anyone whose “CRM” today is a spreadsheet quietly going stale.
The goal isn't to replace a full enterprise CRM — it's to make the first 80% of pipeline work happen where your team already collaborates, with as little ceremony as possible.