Sales tools

Start every client conversation from the research.

Your CRM knows who your clients are. Mireto knows what AI means for each of them, and what to say next.

The workspace includes a Sales Coach, Meeting Prep and an Email Drafter.

Before the meeting

Prepare from the client record.

Sales Coach: The Sales Coach is grounded in the client's research and the services in your catalog. Sales Coach sessions are private to the person who started them.
Meeting Prep: Meeting Prep is a brief for the meeting. Partner plans also get a Word file.
Per-client brief: A per-client brief gives up to three angles, each matched to a service in your catalog where one fits.

After the meeting

Debrief: After a meeting you write a note. Mireto proposes the outcome, contacts, next steps and any stage change, and quotes your note for each one. You check each proposal, and nothing is saved until you press Save.
Email Drafter: The Email Drafter never sends an email. It writes a draft for you to copy.

Across the book

Opportunities: Opportunities come with actions, a team, a history and an Excel export.
Today: Today is one ranked list of plain sentences about your clients, built from your own records. It uses no score and no model.
Who's next: Who's next lists organizations your clients name as peers that your firm does not hold yet. Adding one as a prospect starts no Snapshot.
Weekly briefs: Each Monday the platform generates weekly briefs for partner firms: Intelligence, Government and Your World.

Which plans

The Sales Coach, Meeting Prep and Email Drafter come with the research seat, Partner Solo and Partner Practice.

The research seat includes the six AI Advisors.

The research seat has no Leadership Lens, Analysis, Strategy Tools, Templates or Word downloads, including Meeting Prep's.

See which plan fits your firm.