Sales Automation
Automate prospect research, competitive analysis, proposals, and follow-up calls across every channel.
Chatari automates the repetitive parts of the sales cycle. Delegate tasks like prospect research, competitive analysis, proposal generation, and follow-up calls by text, call, email, or Slack. Chatari generates research PDFs, sales presentations, email sequences, and even makes outbound calls to prospects. One conversation thread can produce multiple deliverables: a prospect research report, a tailored presentation, and follow-up emails.
Sales Reps Spend 70% of Their Time Not Selling
CRM updates, prospect research, proposal writing, competitive analysis, and follow-up scheduling consume most of a sales rep's day. The actual selling, building relationships and closing deals, gets squeezed into whatever time is left.
- Prospect research before each call takes 20-30 minutes
- Competitive analysis requires pulling data from multiple sources
- Custom proposals and presentations need manual creation for each deal
- Follow-up calls and emails slip through the cracks during busy weeks
How Chatari Handles It
Delegate the prep work
Text, email, or Slack Chatari with what you need. "Research Globex Corp and create a sales presentation for our meeting Friday."
Chatari handles research and creation
Multiple AI models work on your request. Research, analysis, and content generation happen simultaneously. The best model for each task is selected automatically.
Deliverables arrive ready to use
Finished research reports, presentations, and email drafts are delivered to your phone, email, or Slack. Review, refine, and go.
Automated follow-up calls
Chatari makes outbound calls for follow-ups, meeting confirmations, and check-ins so nothing falls through the cracks.
Example Workflows
Real examples of how you can delegate this task across different channels.
"Create a competitive comparison of Salesforce vs HubSpot vs Pipedrive for a mid-market SaaS company"
Detailed research PDF comparing features, pricing, integrations, and market position. 150 credits.
"Build a proposal for Acme Corp. They need our analytics platform for 200 users. Budget is $50K. Address their concerns about data migration."
Custom HTML proposal covering solution overview, pricing, implementation timeline, and data migration plan. Delivered as a shareable link. 10 credits.
"Generate talking points for my call with Initech tomorrow. They use Oracle and are evaluating cloud migration."
Structured talking points covering their tech stack, migration pain points, and how our solution addresses each. Posted in Slack. 4 credits.
"Call the 3 prospects who attended our webinar last week and schedule follow-up demos"
Chatari calls each prospect, references the webinar, and attempts to book a demo. Call notes logged for each. 28 credits/min.
What Gets Delivered
Research Reports
Competitive analysis, market research, and prospect profiles as formatted PDFs.
150-1,050 per reportSales Presentations
Custom proposals and pitch decks tailored to each prospect.
10 per deckEmail Sequences
Follow-up emails, outreach sequences, and deal-specific communication.
1-8 per emailProspect Calls
Outbound calls for follow-ups, demo scheduling, and relationship building.
28 per minuteFrequently Asked Questions
Can Chatari handle the entire sales prep workflow?
Yes. In a single conversation, you can request prospect research, a tailored presentation, and follow-up emails. Chatari generates each deliverable and sends them to your preferred channel.
What does a competitive analysis report include?
A formatted PDF with company overviews, feature comparisons, pricing analysis, market positioning, strengths and weaknesses, and strategic recommendations. Quick research costs 150 credits. Deep analysis costs up to 1,050.
Can Chatari make follow-up calls to prospects?
Yes. Chatari makes outbound calls using natural AI voice. It can follow up on demos, webinars, proposals, and meetings. Call notes are logged and reported back to you.
How are sales presentations delivered?
Presentations are generated as HTML documents viewable in any browser. You receive a shareable link via text, email, or Slack. They include formatted sections, data, and structure appropriate for prospect meetings.
How much does a full sales prep workflow cost?
A typical workflow might include prospect research (150 credits), a presentation (10 credits), and 3 follow-up emails (12 credits) for about 172 credits total. A Premium plan ($199/month) with 7,000 credits covers roughly 40 full workflows per month.
Does Chatari integrate with my CRM?
Chatari delivers finished materials to your preferred channel (text, email, Slack). You can forward or upload deliverables to your CRM. The focus is on generating the content and making the calls, not replacing your CRM.
Ready to sales automation?
Start delegating tasks by text, call, email, or Slack.
Get StartedPlans start at $19/month. All channels included.
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Reviewed by Chatari Editorial Team. Last updated: 2026-02-25.