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For CPG sales teams

Sales intelligence and automation for CPG sales.

Celoia unifies messy, scattered CPG sales data into a real-time source of truth—and takes action to drive volume.

From scattered data to action

The CRM was never the source of truth. Logging and syncing emails, notes, ERP, orders, and CSVs is endless — and it never adapts to the question or task.

Emails
Transcripts
Order data
Billing
GPO/Distro
Messages
Field notes
Calls
CRM
Researching: Greenleaf Market
AskWhich customers need action?
Sync customers
CRM
CSV
Emails
Transcripts
Order data
Billing
GPO/Distro
Messages
Field notes
Calls
CRM
GGreenleaf Market
BBluebird Café
HHarbor Bistro
SSummit Canteen
CCornerstone Grocers
AskWhich customers need action?
Greenleaf Market · needs action

Drafted outreachto Greenleaf Market

Sent
How Celoia closes the gap

One source of truth, and the follow-through to match.

Celoia unifies customer context from every touchpoint, then turns it into action your team can trust—so reps sell instead of typing, and leaders finally see the whole pipeline.

01 · Capture every touch

Calls, emails, field notes, broker threads, and distributor data—Celoia maps it all into one live source of truth, with zero manual entry.

Matches customer data in 500+ apps

02 · Ask anything, trust the answer

Why did this account's volume drop last quarter? Ask in plain language—or from Claude and ChatGPT—and get reliable answers wherever you work.

Customer context graph + MCP

💪
03 · Never let a signal slip

Playbooks watch for sample requests, at-risk accounts, and quality flags, then draft the follow-up for approval—so more deals close, none slip.

Signals trigger playbook workflows

Deterministic, auditable, and always under your control.
Operating gains

Less time in CSVs and CRMs. More time with customers.

100%Account visibility, in real time
+50%Revenue per rep
30%Faster sales cycles
Celoia inbox showing an approval request: a detected forecast inconsistency with a proposed close-date update, reasoning, and supporting evidence, ready to approve, request changes, or skip.
Built for how food & beverage actually sells

No new process. No rip-and-replace.

Built for the field

Reps capture from their phone on the floor or in the truck. No laptop, no end-of-day re-entry.

Brokers & distributors included

Broker calls, distributor velocity, and retail conversations land in one account view—not five spreadsheets.

No rip-and-replace

Keep Salesforce, HubSpot, Excel, or no CRM at all. Celoia works on top of what your team already uses.

Trust & control

Enterprise AI infrastructure. Built for safety.

Safe, consistent AI execution for the whole team—unified context, governed data, and role-scoped playbooks so the right people approve the right work, and tools execute as planned.

Context by role

One graph, deterministic fetches. Visibility follows assignment—sensitive streams stay off-limits unless the role includes them.

Safe data practices

Scoped access, audit trail, and enterprise-grade handling across your stack.

Approve once, execute as planned

Role-scoped approvals only. After sign-off, execution is deterministic—no AI on that action; tools run exactly as written.

SOC 2 Type II
HIPAA ready
GDPR

Is your CPG brand ready for agentic revenue?

Unify account context, scale team process, and stay ahead of competitors with AI sales intelligence.

"It's actually insane."

Schedule a demo