Sales
Deals move themselves through the funnel, the AI flags the ones losing steam, and your inbox surfaces only the conversations that need a human.
What it does
Calls, emails, and meeting notes auto-attach to deals. No more 'did you log it?' on Friday standup.
AI watches stalled conversations and dropping sentiment. Risky deals surface days before the quarter slips.
Need a check-in to Acme? AI drafts in your voice, references the last thread, and waits for your approval.
Every forecast number is traceable to the deal, the rep, and the AI's confidence. No more black-box pipeline.
Live demo
Live: deals advancing and the AI flagging an at-risk account
Talks to
Leads scores a fresh inbound → Sales picks it up with full context already attached.
Marketing routes a campaign-sourced deal → Sales closes against the right narrative.
Sales asks for outreach → Content drafts it in your voice from the last exchange.
How teams use it
Open the board, AI has already flagged stalls and drafted check-ins. You triage in 15 minutes.
AI surfaces deals quiet for 14+ days, references the last interaction, drafts a new angle.
Deal closes — AI assembles the onboarding brief from every email and call, hands it to Customer Success.
Questions
It can — or it can sit on top of HubSpot / Salesforce / Pipedrive. Pick the shape that matches your team.
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