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About

Colby is an AI-driven sales assistant embedded as a Chrome extension that automates Salesforce data management through natural language and voice commands. It researches prospects online, enriches lead records, enters and updates contacts, logs meeting notes, adds reminders, and performs bulk data corrections within Salesforce in under a minute, up to 120× faster than traditional report-and-Excel workflows. Designed for seamless integration, Colby requires no installation beyond a browser add-on and no training, automatically understanding your Salesforce context and web-sourced data to populate opportunities and client profiles with in-line citations. Its built-in AI models deliver real-time market research, reconcile conflicting information, and update records at scale, while session-based data deletion ensures user privacy. Regular model updates guarantee continuous improvement with no extra setup.

About

Unlock your sales team's potential with the power of machine learning. First, SetSail automatically captures and enriches your customer and activity data so that your team doesn’t have to. We then build a unique machine learning model for your business, which calculates account/deal health using the CRM data and communication sentiment, leveraging the latest natural language processing (NLP) techniques. Our models prioritize objective signals, such as sentiment in customer conversations, over self-reported measures like deal stages. Powered by the machine learning engine, SetSail surfaces insights that allow reps, managers, and executives to view pipeline health in real-time. This powerful tool can break down data by rep, deal, account, and conversation topic to identify performance issues and deal blockers. Pinpoint and fix areas of weakness before they hit your bottom line.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales operations and revenue teams seeking a solution to automate data entry, prospect research and bulk record updates through intuitive voice and text prompts

Audience

Sales teams and businesses looking for a solution to improve their customer experience

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Colby
Founded: 2025
United States
getcolby.com

Company Information

SetSail
United States
www.setsail.co

Alternatives

Alternatives

Dialpad Sell

Dialpad Sell

Dialpad

Categories

Categories

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

Google Chrome
Microsoft Excel
Salesforce

Integrations

Google Chrome
Microsoft Excel
Salesforce
Claim Colby and update features and information
Claim Colby and update features and information
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