CRM
AI Agents for salesforce
Get faster insight from Salesforce by deploying AI agents on live deal, pipeline, and customer data to support analysis, reporting, and forecasting
CRM
Turn sales data into action
Concourse works directly with your CRM to surface deal movement, customer changes, and risk, so teams act faster and close more revenue
10x your output
Get more analysis and reporting done with the team you have
Automate sales reporting
Eliminate manual pipeline reporting and move faster with clearer visibility
Live pipeline visibility
See deal movement, stage changes, and slippage as it happens
Connect in minutes
Connect your CRM in minutes and instantly start querying your data
Explore Concourse use cases
Use case
Close Management Agent
Put forecasting on autopilot, and stop updating the same model every month
Learn more
Built to work with your existing stack
Concourse integrates natively with the systems you already rely on, so you can connect data quickly without changing your stack
See how teams use Concourse to eliminate manual work and make better decisions
How CurbWaste cut month end close review time by 2 days and reduced manual work by 75% with Concourse
How Lightmatter streamlined complex financial management and saved 12+ hours monthly with Concourse AI
How Pave cut vendor analysis time by 90% and freed 5+ hours per month with Concourse AI Agents
Finance teams move faster with Concourse
Make better decisions today
Connect your data to use Concourse AI agents
FAQs
How long does it take to connect to Salesforce?
Most Salesforce integrations connect in under 10 minutes using OAuth or API credentials. No engineering or IT tickets required.
Does Concourse write back to Salesforce?
No. Concourse uses read-only access to Salesforce. We pull data for analysis but never modify anything in your Salesforce account.
Is my Salesforce data secure?
Yes. Concourse is SOC 2 Type II certified and uses encrypted, read-only connections with role-based permissions and full audit trails. Your Salesforce data stays in your systems, and we don't train models on it. See more information about our security practices here.
Can Concourse analyze Salesforce data with other systems?
Yes. Concourse pulls from Salesforce and all your other connected systems together so you can run analysis across sources without exporting and stitching spreadsheets.
What if I use a system Concourse doesn't support yet?
You can upload CSVs for any data source, or request a new connector. We're always adding new integrations based on demand. See our full list of integrations or request a new integration by emailing us at hello@concourse.co.