Every account, fresh in your head.
It pulls every recent touchpoint and the latest news before you dial.
No follow-up left behind.
Say it once; it runs every day, and nothing leaves without your sign-off.
A pipeline tracker, by describing it.
Tell it what to show; it builds the live tracker on your home screen.
Questions, answered plainly.
It keeps your follow-ups from slipping. Inside Gmail and Calendar it runs a morning triage of calls, demos, follow-ups and expiring quotes; preps you for each meeting by pulling every recent touchpoint with the account; and drafts the recap and next step for your approval. Start the same day.
No, and it won’t pretend to be. It works from your email and calendar and can connect to your CRM through built-in connectors, but it doesn’t replace it. Its job is call prep, account intel and follow-up — the work around the CRM.
Yes — it can match market events (funding, leadership changes, product launches) to contacts in your pipeline and draft a timely outreach for you to approve.
No. Every drafted email and action waits for your one-tap approval.
Plans start at $99/mo with a free trial — no card to start, cancel anytime.