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

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.
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.
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