SalesDirector.ai

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What SalesDirector.ai is

SalesDirector.ai is a cloud-based SaaS platform that aggregates and analyzes subscriber data. The maker describes it as an AI-powered revenue intelligence platform for B2B sales teams, with support for sales, marketing, and customer success teams. Its forecasting features include predictive and risk-adjusted sales forecasts, along with roll-ups across representatives and managers. The listed forecast type is revenue, with a quarterly horizon. A Deal Risk Meter assesses opportunity risk using activity and relationships.

The service captures meeting and email information from Gmail or Google Workspace, Microsoft Office 365, and on-premise Microsoft Exchange, then associates activity with Salesforce or Microsoft Dynamics accounts and opportunities. It can find new contacts in calendars or mailboxes and add them to the CRM, with signature capture able to enrich records with details such as title, phone, and mobile number. Captured information can be written to native Salesforce or Dynamics objects, including tasks, events, contacts, and leads. Users can exclude activity by blacklisting contacts or domains, and meetings marked private are ignored. Sales process fields and required inputs can be customized, and the maker describes SMS and Slack reminders for sales coaching. The service offers web and API platforms; its documented REST API uses JSON responses and API-key authentication. A free trial is available.

Who it suits

SalesDirector.ai suits B2B teams that want revenue forecasting and automatic capture of meeting, email, and contact information in Salesforce or Dynamics. Its described audience also includes sales, marketing, and customer success teams, with sales process customization and coaching reminders available for team workflows.

What it does well

Provides predictive and risk-adjusted revenue forecasts with quarterly horizon.
Rolls forecasts up across sales representatives and managers.
Deal Risk Meter assesses opportunities using activity and relationships.
Captures activity from Google and Microsoft email and calendar platforms.
Can add contacts and write activity to Salesforce or Dynamics.
Supports field customization and SMS or Slack coaching reminders.

What to know first

Opportunity CSV uploads through the API are limited to 20 MB.
CRM integrations listed are Salesforce and Microsoft Dynamics.

Limits

The API documentation sets a 20 MB maximum for opportunity CSV uploads.

Getting started

Visit the SalesDirector.ai website.
Start through the “Try It Free!” link on the Auto Activity Capture page.
Connect Gmail or Google Workspace, Microsoft Office 365, or on-premise Microsoft Exchange.
Use Salesforce or Microsoft Dynamics to receive captured activity.
For API access, use the documented REST API with JSON responses and API-key authentication.

Verdict

Choose SalesDirector.ai if your team wants revenue forecasting alongside automatic activity and contact capture for Salesforce or Dynamics. Look elsewhere if your CRM is outside the integrations listed or your API opportunity CSV uploads exceed the stated file maximum.

Questions

Is SalesDirector.ai free?

SalesDirector.ai is listed as paid, and the Auto Activity Capture page offers a free trial.

Which CRMs does it integrate with?

The maker lists Salesforce and Microsoft Dynamics, including cloud and on-premise Dynamics.

Which email platforms can it capture activity from?

The listed platforms are Gmail or Google Workspace, Microsoft Office 365, and on-premise Microsoft Exchange.

Can users control which activity is captured?

Users can blacklist contacts or domains to exclude activity. Meetings marked private are ignored.

Does SalesDirector.ai have an API?

Yes. Its documented REST API uses JSON responses and API-key authentication. Opportunity CSV uploads have a 20 MB maximum.

What does its forecasting cover?

The listed forecast type is revenue, with a quarterly horizon. Features include predictive and risk-adjusted forecasts and roll-ups across representatives and managers.

Facts from SalesDirector.ai's own pages

Activity capture: Auto Activity Capture logs seller and buyer email and calendar interactions to CRM without sales rep intervention. · salesdirector.ai, 8 Oct 2026
Activity exclusions: Users can exclude activity by blacklisting contacts or domains, and meetings marked private are ignored. · salesdirector.ai, 4 Oct 2026
API: SalesDirector.ai provides a REST API that uses JSON and API key authentication. · developer.salesdirector.ai, 8 Oct 2026
API import limit: The API documentation states that opportunity CSV uploads have a 20 MB file maximum. · developer.salesdirector.ai, 4 Oct 2026
Coaching: The CRM data capture page describes SMS and Slack reminders for sales coaching and best practices. · salesdirector.ai, 8 Oct 2026
Contact capture: The maker says the service can find new contacts in calendars or mailboxes and add them to the CRM. · salesdirector.ai, 4 Oct 2026
Contact enrichment: Signature capture can add information such as title, phone, and mobile numbers to contact records. · salesdirector.ai, 8 Oct 2026
CRM automation: The product can automatically create CRM contacts and associate them with opportunities. · salesdirector.ai, 8 Oct 2026
CRM integrations: The maker names Salesforce and Dynamics as CRMs that can receive captured activity. · salesdirector.ai, 4 Oct 2026
CRM systems: The page lists Salesforce and Microsoft Dynamics, including cloud and on-premise Dynamics, as integrations. · salesdirector.ai, 8 Oct 2026
Data isolation: The security page says each customer gets a logically isolated datastore. · salesdirector.ai, 8 Oct 2026
Data processing: The privacy policy says the company uses service-provider contracts restricting providers from using or sharing personal data beyond contracted services or legal requirements. · app.salesdirector.ai, 4 Oct 2026
Data writeback: It writes data to native Salesforce or Dynamics objects, including tasks, events, contacts, and leads. · salesdirector.ai, 8 Oct 2026
Deal risk: The Deal Risk Meter assesses opportunity risk using activity and relationships. · salesdirector.ai, 4 Oct 2026
Email platforms: The page lists Gmail/Google Workspace, Microsoft Office 365, and on-premise Microsoft Exchange as integrations. · salesdirector.ai, 8 Oct 2026
Forecasting: Its forecasting features include risk-adjusted forecasts, predictive sales forecasting, and forecast roll-ups across reps and managers. · salesdirector.ai, 4 Oct 2026
Hosting and certifications: The security page says the service is hosted in Microsoft Azure and lists ISO 27001 and SOC 1/2/3 among its certifications. · salesdirector.ai, 8 Oct 2026
Product: SalesDirector.ai describes itself as a revenue intelligence platform for sales organizations. · salesdirector.ai, 8 Oct 2026
Purpose: The product is described as an AI-powered revenue intelligence platform for B2B sales teams. · salesdirector.ai, 4 Oct 2026
Sales process support: The CRM data capture page says fields and required inputs can be customized to a sales process such as MEDDIC. · salesdirector.ai, 8 Oct 2026
Security: The security page states that data is encrypted with AES 256-bit at rest and TLS/SSL in transit. · salesdirector.ai, 8 Oct 2026
Support: The maker lists [email protected] for questions about activity capture. · salesdirector.ai, 4 Oct 2026
Target audience: The maker describes SalesDirector.ai as serving B2B sales teams and says its platform supports sales, marketing, and customer success teams. · salesdirector.ai, 4 Oct 2026
Trial availability: The Auto Activity Capture page displays a “Try It Free!” link. · salesdirector.ai, 8 Oct 2026

Where SalesDirector.ai stands on Freedom251

Sales Forecasting Software#23 of 31
Sales Intelligence Software#32 of 38