The platform
One workspace. Three jobs done.
Every feature below exists in service of a motion — closing, pipeline, or admin — with a human always in the loop.
Integrates with HubSpot and Salesforce
Dynamic org charts
The buying committee on one canvas — champions, executive sponsors, blockers — auto-built from your CRM and live research. The map your deal review runs on.
The rep confirms every role tag — AI proposes, the seller knows the room.
Deep account & people research
One click researches the company and every key person — initiatives, priorities, signals — synthesized into a brief the whole team reads before the deal review.
Champion documents & proposals
The internal business case, drafted from the deal itself — so your champion can sell for you upstairs. The rep edits every word before it leaves the building.
Drafted by AI, owned by the rep — nothing ships without their edit.
Target accounts workspace
Your top accounts in one prioritized view — deal narrative, committee coverage, and health — because most revenue comes from the top 20% of accounts.
Chrome extension
Research and messaging in a sidepanel over LinkedIn and your CRM — the motion runs where the work already happens, without tab-switching.
AI-assisted sequences
Build the cadence yourself or let AI draft it for you to fine-tune. Every step becomes a task the rep approves and sends.
Narrative never sends for you — every message is rep-approved.
Plays & templates
Your best rep’s research checklists and messaging frameworks, codified into plays the whole team runs — build once, run from day one.
CRM suggestions & data quality
Every call and email becomes drafted CRM updates — new contacts, field changes, deals — queued for one-click approval before anything writes back.
Nothing writes to the CRM without a human approving it.