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.
Request access →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
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
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
API timeout on bulk import
CS-1042
SSO configuration error
CS-1039
Dashboard export formatting
CS-1035
Feature request: custom fields
CS-1031
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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