Sales intelligence cards
Spot intent and pipeline movement.
AI systems for the messy work businesses actually run on.
We turn scattered sales, customer, meeting, CRM, inbox, and admin data into clear next actions.
Built for operators, brokers, and service businesses who do not have time for more tools.
Customer intelligence
Jamie Patel
+61 412 555 893
Sydney
CRM snapshot
Raw notes (messy)
Called Jamie 5/15. Wants lower repayments.
Refinancing after rate hold. Needs cash for Reno.
Looking at options with broker. Looking at other lenders.
Email sent a while ago. No response yet.
AI priorities (clear)
High intentHigh intent refinance
Needs cash for renovations
Compare 3 lenders
Follow up this week
Operator alert
Jamie Patel, Refinance flow
Send lender comparisonNext action
Sonny
Operator first. Systems second. Useful before clever.
Built by an operator, for operators.
I've built and run mortgage broking businesses and lived the messy data problem.
Truespeak exists to turn that daily chaos into systems that give you time back and better results.
What we build
Follow-up and reminder agents
Nudge the right people at the right time.
Meeting-to-action pipelines
Turn meetings and notes into owned actions.
Client-facing proof pages and reports
Share results your clients can see and trust.
How it works
1
Connect the messy sources
CRMs, inboxes, calendars, spreadsheets, recordings.
2
Extract the signals
Our models read, clean, and structure the data.
3
Deliver the next action
We surface one clear next step for you to take.
Proof in progress
See more case studiesBroker CRM to call-card system
LiveTurning raw CRM data into daily call cards and follow-up lists.
Admin operations AI employee
LiveAI assistant handling admin requests, document chasing, reminders, and updates.
Client review site and proof package
LiveAutomated review collection and a live proof page showing results.
Today
Please chase the payslip and ID from Jamie.
18
Follow-ups
24
Tasks moved
Operator reply
Done. Payslip and ID received and saved to the file.
Real results.
Real clients.
The proof layer turns the system into something a client can see, trust, and reuse.