Ask Astra

Ask your CRM anything.

Customers, leads, deals, activities and pipeline — answered from the context already inside SalesAstra.

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Ask·Understand·Act
Ask Astra Grounded in your CRM
›
Reading Contacts Organizations Deals Activities Conversations
Astra · listening
Demo · Vertex Systems 11:00 AM
With Priya Iyer and two stakeholders Meeting
Follow up with Acme Technologies 8 days
No reply since the proposal went out Overdue
Send onboarding pack · Cedarline Group Today
Task due today, owned by you Task
Ask naturally

Stop searching your CRM. Start asking it.

Finding an answer shouldn’t mean opening reports, filtering lists or jumping between records. Ask in everyday language — Astra answers from the information already in SalesAstra.

›Show me my deals closing this month.›Which leads haven’t been contacted this week?›What happened with the Acme opportunity?›Summarize what changed in my pipeline this week.›Show me my deals closing this month.›Which leads haven’t been contacted this week?›What happened with the Acme opportunity?›Summarize what changed in my pipeline this week.
›What activities do I have today?›Which customers haven’t heard from us recently?›Who owns the Nova Healthcare relationship?›Which deals slipped out of this quarter?›What activities do I have today?›Which customers haven’t heard from us recently?›Who owns the Nova Healthcare relationship?›Which deals slipped out of this quarter?
Answers, not paragraphs Results come back as the leads, contacts, organizations, deals and activities they refer to — conversational access to your CRM, not a chat window beside it.
Customer context

Ask about a customer. Get the whole picture.

Customer information rarely lives in one field. Astra understands how leads, contacts, organizations, deals and activities relate — so one question returns the context you would otherwise assemble by hand.

Pulled together from
Organization record
Open opportunity
Contacts and roles
Recent activities
Scheduled next step
Give me a quick brief on Acme before my meeting.
AT Acme Technologies Brief
Open opportunity Enterprise Expansion
₹22L · Negotiation
Key contacts Rahul Mehta · CTO
Megan Carter · Procurement
Recent activity Proposal shared · Meeting completed
Follow-up pending
Next activity Commercial discussion
Tomorrow, 3:00 PM
One question. The customer context you need.
Pipeline

Understand your pipeline without building another report.

Sometimes you don’t need another dashboard — you need an answer. Reps and managers explore CRM information conversationally, from a single opportunity to the whole pipeline.

›How much pipeline do we have this quarter?
›Which deals are expected to close this month?
›How many qualified leads were created this week?
›Show my team’s open opportunities by stage.
Summarize where my pipeline stands this quarter.
Reading pipeline→Filtering stage→Answer
25 open deals · 8 late stage, 5 need attention Q3
Vertex Systems Negotiation ₹24L
Acme Technologies Negotiation ₹22L
Helios Manufacturing Negotiation ₹28L
From question to record

Go from an answer to the work behind it.

An answer shouldn’t be a dead end. When a result relates to a lead, contact, organization, deal or activity, move straight into the record and keep working with the full context.

Ask A question in your own words.
Find Astra locates the records behind it.
Understand Context returns with the answer.
Continue Open the record and keep working.
Question Which deals haven’t had activity in the last 10 days?
Nova Healthcare ₹12L · Financial proposal · last activity 12 days ago Open deal → View activities → Review customer →
Cedarline Group ₹9.4L · Qualified · last activity 14 days ago Open deal → View activities → Review customer →
Different questions. Same intelligence.

Built for the questions revenue teams ask every day.

The same conversational access, shaped by what each person is responsible for — from a rep’s next follow-up to a leader’s view of the quarter.

Sales reps “What should I follow up on today?” Find the customers, activities and opportunities that need attention right now.
Today · 4 items
Nova Healthcare Follow-up overdue ₹12L
Acme Technologies No reply in 8 days ₹18.5L
Call · Priya Iyer Today, 4:30 PM 30m
Trust & permissions

Answers grounded in your SalesAstra data.

Astra works from the context available inside SalesAstra, so answers stay connected to the records your team actually works with.

CRM-grounded context Answers come from the customer and sales records inside SalesAstra — not from somewhere else.
Role-based access Astra respects the roles, teams and record access your admins already defined.
Permission-aware answers People only see what they are allowed to see, in a conversation as much as in a list.
The Astra connection

One conversation. Intelligence across SalesAstra.

Astra is the intelligence layer running across SalesAstra. Ask Astra is how your team converses with it — one place to reach the context held in every capability.

CRM Customer and opportunity context. Explore Sales Intelligence Scores, signals and risks. Explore Conversation Intelligence Customer conversation context. Explore Analytics Pipeline and performance information. Explore
Ask Astra Ask a question. Get the context that matters.
One conversationGrounded answersStraight to the record

Your CRM knows a lot. Now you can ask it.

Find customers, understand opportunities and explore your pipeline — simply by asking Astra.