AI that works because your data is connected

Edgewise Intelligence turns real-time inventory, leads, and transactions into insights you can actually act on.

See AI in action

Why AI falls short in most CRMs

AI depends on the data it can access. In many CRMs, inventory, leads, and transactions are fragmented across systems, updated on different timelines, and viewed through narrow slices of the business. As a result, AI is often applied in limited ways that improve individual moments but don’t meaningfully change how teams operate.

  • AI operates on fragmented, partial views of the sales process
  • Capabilities are marginal rather than system-level
  • AI rarely changes how work is actually done
  • Insights lag behind what’s actually happening
  • Teams still have to assemble the full picture themselves

Edgewise Intelligence

Edgewise Intelligence works because it operates on a complete, real-time view of inventory, leads, and transactions — all within the same system.

  • Connects inventory, leads, and transactions into a single, holistic view
  • Works from the live state of the system, not stale snapshots
  • Designed to support decisions, not replace them

What Edgewise Intelligence does today

Edgewise Intelligence focuses on reducing manual work and helping teams take the right next actions — using real-time inventory, lead, and transaction data.

  • Automatic summaries of leads and communications
  • Suggested follow-ups and next actions based on activity
  • Surfacing buyer preferences and constraints from notes and messages
  • Drafting highly personalized email and SMS communications using full lead context
  • Recommending available units that fit a lead’s budget and preferences

Meet Eva, your virtual assistant

Eva is Edgewise's virtual assistant, powered by Edgewise Intelligence. She's another way to interact with Edgewise — alongside the traditional CRM interface — designed to help teams understand what’s happening at scale.

  • Ask questions about a single lead or analyze patterns across many leads
  • Identify trends, risks, and opportunities without pulling reports
  • Surface what needs attention across projects, not just one record
  • Work directly from real-time inventory, lead, and transaction data
See Eva in action

AI for agents and decision-makers

Edgewise Intelligence supports both day-to-day execution and higher-level understanding — without requiring everyone to work the same way.

  • Agents: move faster, stay responsive, and reduce manual updates
  • Management and ownership: query analytics, explore trends, and inspect details when needed
  • Always grounded in the same real-time system

Built on real-time data, not snapshots

Edgewise Intelligence works directly against live inventory, lead, and transaction data — not delayed exports or static reports.

  • No waiting for data to sync or refresh
  • No training on outdated snapshots
  • Answers reflect the current state of your business
  • Confidence that AI outputs match reality

See AI working inside Edgewise

Experience how real-time, connected data makes AI more useful, trustworthy, and actionable.

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