Every surface your revenue team needs.

Four motions — Sales, Pre-Sales, Customer Success, and Support — unified in one system. No integrations. No context lost at the boundary.

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Sales

Morning Brief

A daily digest of every signal, next step, and pipeline change across your book — delivered before your first meeting.

Sketch AI

Reads your MEDDPICC gaps, signals, and activity history — then tells you what to do next, without being prompted.

Pipeline + MEDDPICC

Every deal scored on eight dimensions. Pipeline views filter by stage, forecast category, or health — no pivot tables required.

Signals

Hiring surges, funding rounds, tech changes, and intent signals detected and pushed to the account owner automatically.

Canvas

Territory-level AI that maps whitespace, identifies expansion paths, and prioritises accounts by signal density and revenue potential.

Morning Brief — May 5

3 deals need attention today

Acme Corp close date is tomorrow — champion hasn't responded in 5 days. TechFlow pushed to next quarter. Nova Labs scored 2x on intent signals.

Pipeline summary

$1.2M

Commit

$840K

Best case

$2.4M

Pipeline

Pre-Sales

Pilot Tracker

Every proof-of-concept tracked with success criteria, timelines, and assigned SEs — not buried in a spreadsheet tab.

Value Calculator

Build and share ROI models tied to the account's actual workload and usage data. Numbers the buyer can take to their CFO.

Playbooks

Standardised engagement plays for each deal type — AI Adoption, Modernisation, Expansion, Greenfield — with step-by-step guidance.

Engage

Sequence-based outreach tied to deal stage. Every touchpoint logged to the account timeline, not a separate tool.

Pilot — Acme Corp Cloud Migration

Success criteria

Latency < 50ms p99Pass
99.95% uptime over 14 daysPass
Migration completes in < 4 hrsPending
Cost parity with incumbentPending

Value estimate

$340K annual savings vs. incumbent — 2.8x ROI over 3 years including migration costs.

Customer Success

Health Score Model

Five components — Engagement, Adoption, Support health, Relationship stability, and NPS — combined into a single health view per account.

Renewal Pipeline

Every renewal tracked with timeline, risk level, and owner. Surface at-risk renewals 90 days out, not 30.

Expansion Signals

Usage spikes, new team onboarding, and feature adoption trends flagged as expansion opportunities — pushed to the CS owner and rep.

CS Insights

Portfolio-level analytics on health distribution, time-to-value, and churn drivers. See patterns across your entire book.

Health Components

EngagementStrong
AdoptionStrong
Support healthAt risk
Relationship stabilityStable
NPSStrong
Acme Corp
TechFlow
Nova Labs
Orion Inc

Support

Case Queue

Priority-based triage with P1 through P4 routing. Every case linked to the account and visible to the CS owner.

SLA Tracking

Response and resolution SLAs tracked per priority level. Breaches flagged before they happen, not after.

CS Bridge

Support cases flow into the health score model. A spike in P1s automatically surfaces churn risk to the CS owner.

Support Insights

Volume trends, resolution times, and repeat-offender accounts — all in one view. Spot systemic issues before they become churn.

Case Queue

P1

API timeout on bulk import

CS-1042

2h remaining
P2

SSO configuration error

CS-1039

6h remaining
P3

Dashboard export formatting

CS-1035

18h remaining
P3

Feature request: custom fields

CS-1031

24h remaining

Ready to see it?

We onboard a small number of teams each month. Tell us about yours and we'll be in touch.

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