Next best move, deal momentum and the buying committee on every deal. Agents do the data entry. Your sales-ops team changes the CRM by chat.
The system grades buyer behaviour, not rep activity, and helps each person win the deal in front of them.
Opens the day to the single highest-leverage action per deal, with talk points, objection responses and the proof point to use.
Leads ranked and routed, follow-ups drafted, and stalls flagged before a prospect goes quiet.
Sees which deals are quietly decaying and why: no next step, no decision maker, a stuck security review, a weak champion.
Adds fields, rules, screens and navigation by stating the change in plain English. No admin queue, no release window.
Gets forwardable summaries, ROI bullets and security answers written for them, so the deal moves without the rep in the room.
A forecast built from buyer behaviour and deal signals rather than rep optimism.
The Next Best Move engine reads each deal and proposes the action that matters: send pricing to a deal sitting in proposal with no quote, map a buying committee with one known stakeholder, follow up after fourteen days of silence. Each proposal lands in a confirm queue with its reason; one click approves it.
A sales-ops lead types "add a renewal-risk field to opportunities". The AI proposes structured changes from a closed set of operations, never free-form code. The change runs against the test suite, waits for approval, and ships as a reviewable diff with a full audit trail and one-click rollback.
The tools reps juggle beside the CRM, built on the same core so every touch lands on the same record.
Pipeline, products and quotes, activities, tasks and events, territories and permission sets, with next best move and deal momentum on every deal.
Multi-step sequences with A/B variants, enrollment states and analytics, plus deliverability checks.
A rep-facing dialer with calls logged to the deal automatically.
Calls scored and coached; summaries and action items written back to the record.
A forecast from deal signals and buyer behaviour, with canned and ad-hoc reports.
Questions in plain English answered from your data with citations, and every workflow exposed as an MCP tool.
A guided walk-through: a rep's morning, a deal rescued, and a field added by chat in two minutes.