Intelligence Layer
AI that works while you sleep
19 Embedded AI Agents
Forecast, qualify, coach, enrich, draft emails, run hygiene checks, analyze deals — each agent purpose-built for a specific sales motion.
Lumen AI Assistant
Context-aware conversational AI in a persistent sidebar. Ask anything about any deal, contact, or account without leaving your workflow.
Sentinel Alerts
Autonomous monitoring that surfaces critical business events — deal risk, stale pipeline, engagement drops — before they become problems.
Daily Briefing
AI-generated morning intelligence: deal risks, follow-up priorities, pipeline narrative, and win/loss patterns ranked by revenue impact.
Hunter Command Center
Real-time trigger event detection across funding rounds, leadership changes, job postings, acquisitions, and tech stack shifts.
Competitive Battlecards
AI-maintained battlecards with live competitive positioning, objection handling, and win pattern analysis.
Relationship Mapping
Know every stakeholder, every connection
Org Chart Visualization
Auto-generated hierarchical org charts for every account. See reporting lines, influence flows, and decision-maker positions at a glance.
Power Map
Stakeholder influence and authority mapping. Identify champions, blockers, and untapped executive sponsors inside every buying committee.
Buying Committee Tracker
Map every deal participant — economic buyer, technical evaluator, champion, coach — with engagement scores per role.
LinkedIn Network Sync
Import and match LinkedIn connections directly into CRM. See mutual connections, warm paths, and relationship strength scores.
Contact Enrichment
AI-powered enrichment pulls job titles, company data, and social profiles. Keep your contact database clean without manual work.
Personal Relationship Details
Track personal context — family, interests, preferences — to build genuine long-term relationships beyond transactional selling.
Pipeline & Forecasting
Forecast with confidence, close with precision
Probabilistic Deal Forecasting
Weighted vs. unweighted forecast comparison with stage distribution, monthly breakdown, and AI scenario planning.
Pipeline Coach
AI-generated recommendations to de-risk stalled deals, accelerate velocity, and prioritize the right actions at the right time.
Deal Health Scoring
Multi-dimensional health badges across engagement quality, activity recency, stakeholder coverage, and competitive exposure.
Revenue Waterfall
Visual ARR waterfall: current base, expansion pipeline, new logo pipeline, projected vs. target — with gap analysis.
Win/Loss Intelligence
Pattern analysis across closed deals. Understand why you win, why you lose, and which competitors show up in each segment.
Sales Velocity Metrics
Track deal cycle length, average deal size, and conversion rates by stage, segment, and rep to optimize your entire funnel.
Automation & Autonomous Agents
Let the platform sell alongside your team
Autopilot Mode
Four operating modes — Off, Suggest, Draft, Execute — giving you full control over how autonomously the platform acts on your behalf.
Sales Agent
AI-drafted outreach emails with a full approval workflow. The agent prospects, follows up, and manages sequences while you review and send.
Sequence Automation
Multi-step email campaigns with automated enrollment, reply tracking, and completion status. Set it once; the agent runs it.
Activity Capture
Auto-log interactions from email, calendar, and LinkedIn. Never miss a touchpoint or forget to update the CRM after a meeting.
Workflow Builder
Visual automation rules with trigger conditions, action templates, and run history. No code required.
Lead Scoring
Multi-dimensional engagement scoring with contributing factors and trend analysis to prioritize your highest-value prospects.
Account & Contact Management
Every detail, always at hand
360° Account View
Contacts, deals, interactions, documents, health scores, and account plans all in one place — no tab-switching required.
Strategic Account Plans
AI-assisted 90-day plans with penetration scores, white space analysis, competitive landscape, and executive summaries.
White Space Analysis
Identify expansion opportunities within existing accounts. See product gaps, untapped divisions, and upsell signals clearly.
Duplicate Detection & Merge
AI-powered duplicate flagging with a guided merge workflow. Keep your CRM clean without hours of manual auditing.
Custom Fields
Define any data point your business needs — custom field definitions that apply across accounts, contacts, and deals.
Role-Based Access Control
Granular permissions by role (admin, manager, sales rep) so each person sees exactly what they need — nothing more.
Deal Rooms & Collaboration
Close faster by selling together
Deal Rooms
Secure collaboration workspaces shared between your team and the buyer. Document sharing, engagement tracking, and mutual action plans.
AI Proposal Generation
Draft tailored proposals in seconds. The AI pulls context from the deal, account, and stakeholder history to write proposals that convert.
Document Repository
Contracts, proposals, MOUs, invoices, reports — all attached to the right deals and accounts with version history.
Engagement Tracking
See who opened your proposal, how long they spent on each section, and which stakeholders are re-reading pricing.
QBR Intelligence
AI-generated quarterly business review packs with account health, deal history, expansion opportunities, and executive summaries.
Invoice Management
Generate, track, and manage invoices from within the CRM. Link invoices to deals and accounts for full revenue visibility.
Travel Intelligence
Every trip turns into pipeline
Trip Management
Plan multi-segment trips with flights, hotels, and ground transport. Get AI-suggested client meetings based on your travel itinerary.
Meeting Recommendations
The travel agent detects when you'll be near key accounts or prospects and surfaces meeting opportunities you'd otherwise miss.
Travel Map
Geographical visualization of team travel, client locations, and coverage gaps. Spot who's visiting which territories.
Expense Tracking
Log travel expenses and allocate them to accounts and deals. Get per-trip ROI analysis linked to pipeline outcomes.
Travel Inbox Parsing
Auto-capture flights, hotels, and bookings from your email inbox. Zero manual entry.
Trip Insights
Analyze travel patterns, cost per meeting, and revenue generated per trip to optimize how your team spends time on the road.
Revenue Operations
One system for the entire revenue team
Territory Management
Define territories, assign accounts, and track pipeline by territory. Optimize coverage with AI-powered scoring.
Capacity Planning
Resource allocation, headcount utilization, and coverage gap analysis. Know if you have enough reps to hit your number.
Sales Incentive & Commission
Incentive plan management with commission calculations, kickers, overrides, and deal-specific breakdowns.
Price Book & Product Catalog
Manage products, pricing tiers, and discount rules. Attach products to deals to power accurate revenue modeling.
Partner Ecosystem
Track partner accounts, contacts, and engagements. Manage channel partner relationships alongside your direct business.
Multi-Horizon Strategy
Quarterly, annual, and 3-year revenue planning with account plan aggregation across all segments.
Platform & Integrations
Built to fit how you already work
Email & Calendar Sync
Two-way sync with Gmail and Outlook. Meetings, emails, and events auto-logged to the right deals and contacts.
Slack Integration
Receive Sentinel alerts, deal updates, and AI briefings directly in Slack. Act on CRM signals without switching apps.
LinkedIn Integration
Import connections, match to contacts, see mutual paths, and pull LinkedIn messages into interaction history.
Salesforce & HubSpot Sync
Bi-directional sync with field mapping, conflict resolution, and sync history. Migrate or run in parallel without data loss.
API & Webhooks
Full REST API with auto-generated docs at /api-docs. Build custom integrations, trigger webhooks, and manage API keys.
Spreadsheet Import & AI Analysis
Upload any spreadsheet and the AI agent maps columns, cleans data, and imports it into the right CRM entities.