Every stage of your revenue motion, orchestrated

Coach reps through each opportunity stage with embedded playbooks, best practice templates, and dynamic next-best actions.

• Dynamic playbooks
• Next-best actions
• Stage-based coaching

Understand at a glance which deals are thriving or at risk thanks to signal-based scoring, activity insights, and buyer sentiment tracking.

• Signal-based scoring
• Sentiment tracking
• Risk alerts

Weighted pipeline views, scenario planning, and rep-by-rep commits ensure revenue leaders can forecast with confidence.

• Weighted pipeline
• Scenario planning
• Rep commits

Track every contact, buying role, and engagement in a visually rich account view. No more tab-switching to stay on top of relationships.

• Contact tracking
• Engagement history
• Account hierarchy

Auto-route inbound leads, trigger follow-ups, and sync customer touchpoints to Slack, email, and calendar without manual effort.

• Lead routing
• Automated follow-ups
• Calendar sync

AI-powered proposal engine: upload an RFP document, auto-detect sections, generate intake questions, and co-write winning responses with a dedicated CoPilot.

• Document parsing
• AI section drafting
• Compliance matrix

Board-ready analytics highlight coverage, velocity, and conversion trends—updated in real time as pipeline shifts.

• Real-time analytics
• Velocity trends
• Conversion tracking