The revenue OS your team actually needs.
Sales, Pre-Sales, Customer Success, and Support — unified in one system. No data leakage. No lost context. No six-figure GTM stack.
Built for Series A & B GTM teams. No RevOps team required.
Sales
Pipeline, deals, coaching
Pre-Sales
Pilots, playbooks, value
Customer Success
Health, renewals, expansion
Support
Cases, SLA, resolution
The problem
Point solutions break at Series B. Every time.
You buy Gong. Then Clari. Then ZoomInfo. Then a CS platform. Then a support tool. Then you hire RevOps to glue it together. Then you realise the glue doesn't hold.
Data leakage between tools
Your rep logs a note in Gong. Your CS team never sees it. The account context dies at the tool boundary.
No single view of any account
Is this account healthy? Ask three tools, get three answers. No one has the full picture.
Requires a full ops team
Someone has to build the dashboards, maintain the integrations, and fix the sync when it breaks. That someone costs $150K.
The bill scales faster than the team
Each tool charges per seat. A 10-person team can spend $180K/yr on GTM infrastructure alone.
The Palette approach
One system. Every signal. Every team.
Signal intelligence
Palette AI continuously scans every account for buying signals — hiring patterns, funding events, tech stack changes, compliance triggers. Signals surface automatically, not when you remember to search.
Account-level AI
Every account gets an AI brief before every meeting. Sketch reads signals, maps stakeholders, and recommends the three initiatives most likely to advance the deal. Grounded in data, not generic suggestions.
Cross-motion visibility
A support ticket that signals churn risk fires to CS and the account rep simultaneously. An expansion signal from a customer reaches the rep before they ask. Context travels with the account.
No RevOps required
Palette replaces the infrastructure you’d need to hire for. Custom fields, pipeline stages, health scores, SLA tracking — configured once, maintained by the system.
Four motions. One system.
Built for every team that touches revenue.
Sales
Morning brief
Three things that need your attention today, surfaced before your first coffee.
Sketch AI
Pre-meeting briefs grounded in signals, stakeholder maps, and deal history.
Pipeline + MEDDPICC
Track every deal with methodology built in, not bolted on.
“Three things need your attention today: EquityStream's champion went silent, NetPulse pilot hits deadline Friday, and BioSyncAI just posted a VP Eng role.”
0
closing
2
at-risk
7
signals
Pre-Sales
Pilot Tracker
Track success criteria, timelines, and blockers for every active pilot.
Value Calculator
Quantify impact for the champion deck — grounded in pilot data, not guesswork.
Playbooks
Repeatable motions for discovery, competitive positioning, and technical validation.
58%
cost reduction
Annual saving
Next step: Commercial proposal → Phase 1
Customer Success
Health score
A single number that actually means something — usage, engagement, support load, and sentiment.
Renewal pipeline
See every renewal date, risk factor, and expansion opportunity in one view.
Expansion signals
Know when a customer is ready to grow before they tell you.
Expansion: APAC office opening
BioSyncAI — detected 2 days ago
Every signal. Across every account. Always on.
VP Engineering hired
BioSyncAI · 2h ago
Series C announced ($42M)
NetPulse · 5h ago
AWS contract renewal due
EquityStream · 1d ago
Competitor POC detected
CloudNova · 2d ago
Built for the stage where it matters most.
Series A and B is when GTM infrastructure either accelerates you or holds you back. Palette is built for this exact moment — when you need the system but can't yet afford the team to run it.
No RevOps required
Palette configures itself. No Ops hire needed to get value on day one.
One account view
Every signal, deal, contact, ticket, and interaction — one place.
AI that earns its place
Every AI feature is grounded in your data. No hallucinated pipeline.
Priced for the stage
One predictable price. No per-seat multiplier. No surprise invoices.
Pricing
From $299/month.
Less than one point solution.
Start with $10 in free AI credits — no card required. See the intelligence layer before you commit.
Starter
Up to 5 users · Sales + Signals
$299
Growth
Up to 15 users · Full Revenue OS
$699
Scale
15+ users · Enterprise
Custom
Ready to replace the stack?
Request access. We onboard a small number of Series A and B teams each month.