Pipeline reviews built on data nobody trusts.
Context lost. Deals slip. Handoffs break.
The work that grows the pipeline is the work that gets cut.
We hand the busywork to AI and keep the judgment with you.
Three pains in. Three reviewable artifacts out.
CRM hygiene
Stale fields flagged automatically. A team chat channel and linked ticket appear the moment a deal goes into play, so nothing waits on someone remembering to create either.
Post-discovery notes
Transcripts summarized, next steps drafted, and a prep doc written before the call is even fully wrapped up.
Prospecting
Research done and outreach drafted ahead of the first send. The rep reviews and approves, and nothing goes out on its own.
Illustrative example of Workflow 01's output, from a real deal, same shape as what ships today.
Company, contact, email, and CRM record linked automatically.
Linked ticket created under the Opportunity project, deduped against existing tickets.
Next-step field checked against last-touch date; flagged if overdue.
Automations you can see. Nothing moves without a human on the other end.
Tuned to your workflow. Most teams are live within a week.
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