The Enterprise AI for Sales Efficiency You Need

Stop letting admin tasks slow your team down. Lyzr's secure AI platform automates CRM updates, call summaries, and personalized outreach to win back selling time.

Sales Efficiency

: Governed AI Automation

Lyzr's secure, SOC 2 compliant AI platform automates sales workflows. We handle the admin tasks, giving your team more time to focus entirely on closing high-value deals.

01

Automate Admin

02

Scale Plays

03

Accelerate Pipeline

04

Ensure Privacy

Automate Every Step of

the Sale

Lyzr's AI agents integrate directly into your existing workflows, from initial research to creating accurate proposals, accelerating the entire sales cycle.

Account Research

Automatically gather insights on prospects to personalize your team's outreach.

Meeting Summaries

Automate the generation of customized proposals and quotes based on CRM data.

Proposal Creation

Automate the generation of customized proposals and quotes based on CRM data.

Lyzr's AI doesn't just assist; it actively works within your tools to execute your team's winning plays.

Unlock True Sales

Productivity with AI

Give reps back hours each week by eliminating low-value, repetitive administrative tasks.

Achieve 100% CRM hygiene with automated data entry, ensuring your reporting is accurate.

Move deals through the pipeline faster with instant follow-ups and automated tasks.

Enable every rep to perform like your best with AI-driven playbooks.

Enterprise-Grade

Sales Platform

Our platform is built for the security, governance, and control that modern enterprise sales organizations demand from their technology partners.

Private Deployment

Operate within your secure on-premise or VPC environment for complete data privacy.

Role-Based Access

Implement granular permissions to ensure users only access the data they need.

SOC 2 & GDPR Compliance

Meet stringent enterprise security standards with a fully compliant AI architecture.

Full Audit Trails

Track all AI activity and data interactions for comprehensive oversight and full accountability.

Custom Workflows

Build and deploy custom AI agents that perfectly match your unique sales processes.

Lyzr vs. Other Tools

for Sales Teams

Lyzr provides a "Bank-in-a-Box" AI framework, ensuring your generative AI banking security matches your most stringent internal standards through total isolation.

Feature

ChatGPT Enterprise

Sales Point Tools

Lyzr

Data Privacy Model

Shared Cloud

Limited data isolation

Your Private Data Cloud

Deployment Environment

SaaS Cloud Only

Multi-tenant cloud

Private VPC / On-Prem

CRM Integration

None, manual work

Siloed to tool

Deep Workflow Integration

Governance

Limited to users

Varies by vendor

Full Enterprise Control

Audit Logs

Basic usage logs

Inconsistent logs

Comprehensive Audit Trails

Custom Workflow Automation

No native ability

Pre-built only

Fully Customizable Agents

Vendor-specific

Vendor-specific

Often limited

SOC 2, GDPR, HIPAA Ready

Model Control

Single LLM

Vendor-chosen

Multi-LLM Agnostic

Why Choose Lyzr for

Sales AI?

Secure by Design

Our platform is built for enterprise-grade data security and privacy.

Workflow Native

Lyzr automates tasks inside your existing tools, driving adoption and value.

Fully Governed

Maintain complete control over your data, access, and AI model usage.

Customizable

Tailor our AI agents to your specific sales processes for maximum impact.

Built Specifically for

Financial Institutions

Join a growing ecosystem of consulting and technology partners

Zero

Data Exfiltration Incidents

Deploy Secure AI for Sales

in 4 Steps

Define Scope

Identify your highest-value sales automation use cases with our team.

Connect Systems

Securely integrate Lyzr with your CRM and other critical sales applications.

Deploy Agents

Launch tailored AI agents into your workflows to begin automating key tasks.

Measure and Scale

Track performance and expand AI automation across your entire sales organization.

Frequently asked questions

Our AI automates the entry of call notes, meeting summaries, and contact information directly into your CRM. This eliminates human error and forgetfulness, ensuring your data is always 100% complete and accurate, which leads to better forecasting and reporting across the entire organization.
Yes. Security is our foundation. Lyzr can be deployed in your private VPC or on-premise, ensuring your data never leaves your control. We are SOC 2 compliant and offer full audit trails and role-based access controls.
Absolutely. Lyzr is not a one-size-fits-all solution. Our platform allows you to build and configure AI agents that are tailored to your unique sales processes, playbooks, and methodologies for maximum effectiveness.
While ChatGPT is a powerful tool, Lyzr is an enterprise platform. We provide the security, governance, CRM integration, and workflow automation necessary for sales teams in regulated industries, all within your own private environment.
Build and deploy custom AI agents that perfectly match your unique sales processes.
Secure Your AI Advantage Today

Get a custom architecture review and pilot plan in 48 hours.