Beyond the agents

The platform runs
deeper than you think.

Company research, native enrichment, LinkedIn scanning, an AI coach on your own pipeline, engagement-scored hot leads, buying signals and hands-free voice control — built in, not bolted on.

Start Free

Voice commands

Run the whole platform
with your voice.

Sales Advisor Voice is a hands-free layer over the entire CRM. Speak, and it navigates, searches, drafts and launches — then talks back with what it found.

Navigate any screen and open any lead or deal by voice

Ask about your pipeline and hear the answer read back

Draft and send emails and texts by speaking

Launch calling campaigns hands-free

Works in the app and from the browser extension

SALES ADVISOR VOICE

Show me my hot leads

You have 6 hot leads. The hottest is Priya Raman at Northgate Freight — 3 link clicks and a document view today. Want me to open her record?

Open it and draft a follow-up email

Opening Priya Raman. Here's a draft grounded in her last thread — ready to review.

LISTENING

HOT LEADS · LIVE ENGAGEMENT

Priya Raman · Northgate Freight

3 link clicks · doc viewed twice · 40 min ago

Burning · 17 pts

Marcus Webb · Corvid Supply

opened proposal email 4× today

Hot · 11 pts

Elena Torres · Blu Harbour

2 opens · 1 link click this week

Warm · 6 pts

Dev Patel · Arrowfield HVAC

opened trial check-in email

Engaged · 2 pts

Hot Leads

Know who's buying
while they're reading.

Every tracked email open, link click and document view scores the lead in real time. Leads climb from Engaged to Warm, Hot and Burning — so your reps call the moment interest peaks.

Scored from real engagement — opens, clicks and document views

Four live tiers: Engaged, Warm, Hot, Burning

Leads resurface automatically when engagement returns

Works with the tracking already built into your sends

Research, done for you

From a name to a full account brief.

Three ways the platform does the homework before your reps ever pick up the phone.

Company Snapshot

One click on any lead generates an AI account report — company and contact overview, decision-maker, buying signals and recent news — saved to the lead's timeline.

Native Enrichment

Our own enrichment engine researches the lead from live web sources and returns verified contact and company data. No third-party data subscription required.

LinkedIn Profile Scan

Open any LinkedIn profile and the browser extension scans it — name, title, company, location — and turns it into an enriched CRM lead in seconds.

And there's more

Everything else working under the hood.

Each of these ships with the platform — no add-ons, no separate tools.

CRM & Dual Pipeline

Manage leads and contacts alongside your sales and client pipelines. Track opportunities through stages and keep notes, tasks, emails, and call activity connected to the records your team works on.

Unified Inbox

Connect your Gmail and Outlook mailboxes to read and reply to email inside the platform. Review conversation threads and keep customer communication alongside your CRM work.

AI Sales Coach

A coach grounded in your actual CRM data — deals, pipeline, activity and signals. Ask it about any deal, get strategy, drafts and negotiation prep. Attach documents for context.

Cross-Channel Threading

Every touch on a lead — calls, AI outbound calls, live transfers, emails, meetings, SMS, WhatsApp, LinkedIn — threads into one timeline with outcomes and durations.

Signals

A buying-intent feed on your accounts — company news, funding, hiring and executive changes, plus engagement signals from your own CRM activity.

Email Sequencing

Multi-step sequences with reply detection — personalized sends from your own Gmail or Outlook, with automatic reply monitoring and send throttling.

AI Rehearsal Room

Practice against a live AI buyer that role-plays your prospect, raises objections and reacts in real time — before you're on the real call.

Deal Room Intelligence

Every deal gets a Deal Room — calls transcribed in real time with AI coaching cards for objections, competitors, pricing and buying signals, all logged to the CRM.

Projects

A full project workspace for delivery after the deal — stages, tasks, collaborators, client notes, time tracking, and Timeline, Gantt and Workload views.

Meetings & Team Calls

Built-in video meeting rooms and team-to-team calls — screen share, background blur, live captions and email invites, no third-party meeting tool required.

Recording Studio

Record personal video clips right in the platform and attach them to your emails and social posts — outreach with your face on it, in one click.

See the whole platform on your own deals.

Start free, connect your CRM and inbox, and watch the research, scoring and coaching light up with your real data.