Sales and RevOps, AI-native.
Every account known in full, every next step surfaced, the pipeline read against reality.
The CRM knows what a rep typed. It does not know that the customer's invoice is sixty days late, that support closed three tickets for them last week, that marketing's last email bounced, or that the product they want is out of stock. Over shared rails the account record becomes the whole relationship, and the next action writes itself.
Training and deployment, scoped to your company. Custom build, custom price, one conversation to start.
The popular systems sales runs on, and many more, on the rails.
Each one stays the system of record for what it owns; the rails read it everywhere and write to it only through its own controls. These are the ones this market runs on most; anything with a data model connects the same way, and we have connected a long tail beyond this list.
SalesforceThe CRM of record for most of the enterprise
HubSpotCRM and revenue for the mid-market
Microsoft Dynamics 365CRM in Microsoft shops
GongCall recordings and conversation intelligence
OutreachSales engagement and sequences
SalesloftSales engagement
ZoomInfoContact and company data
ApolloProspecting data and outreach
DocuSignSignature and closing
LinkedIn Sales NavigatorProspecting and relationships
What sales can do when every system speaks.
The use cases that matter here need data from other functions, and every answer arrives with its sources attached, so the decision that follows is made on the data. Each card names where its data comes from; each of those is a page on this map.
The whole account in one answer
A rep asks before a call and gets the deal, the last three calls summarized, open tickets, invoice status, product usage and what marketing sent, in one page, from six systems.
Pipeline against reality
Deal stages read against email, calendar and call activity, so the forecast reflects what is happening instead of what was typed. Stalled deals flagged with the reason.
The renewal that never surprises anyone
Contract end dates from the CLM, usage from the product, tickets from support, into a renewal risk score ninety days out, with the play assigned.
Quote to cash without a handoff
The signed order creates the customer, the invoice and the fulfillment task in the systems that own them, and tells the rep when the cash lands.
The co-workers we put on the rails.
Each one is a specialized AI co-worker for sales, working from the shared brain with the right context and permissions. You own them; they run on your accounts; each ships with a completion test in your own operational language.
- An account co-worker
Assembles the whole relationship before every call and drafts the follow-up after it.
- A pipeline co-worker
Reads activity against stages, flags what stalled and why, keeps the forecast honest.
- A renewal co-worker
Watches contract dates, usage and tickets, and assigns the play ninety days out.
- A quote-to-cash co-worker
Turns the signed order into the records every downstream system needs.
The belts, inside sales.
The same dojo path, run inside your team and sized to the room. The people are ready the day the co-workers are, and the standard stays after we leave.
- White Belt, every rep and SDR
Ask the account co-worker instead of six tabs. What it may write to the CRM and what it may not.
- Ninja, RevOps and sales managers
Run, tune and extend the pipeline and renewal co-workers on your own CRM and engagement stack.
- Sensei, one in RevOps
Own the standard, the data hygiene rules and the next co-worker.
The path itself: the front door, the foundation, Become a Ninja.
The hard questions, answered before we start.
CRM hygiene and duplicates
Agents write through the CRM's own validation and de-duplication; identity is resolved before anything is created.
Recorded calls and consent
Conversation data stays in the client's tenant; summaries are generated on the client's accounts.
Rep adoption
The account co-worker saves the rep time before it asks anything of them. Adoption follows usefulness.
Forecast accountability
The pipeline co-worker proposes; the manager decides. Every flag carries its evidence.
Sales is one function of one system.
Most connected to Marketing, Finance and Customer Support and Success. Start with one function or take the whole system; the rails are the same either way.
- FinanceSAP · Oracle NetSuite · Microsoft Dynamics 365
- Sales and RevOpsSalesforce · HubSpot · Microsoft Dynamics 365
- MarketingHubSpot · Adobe Marketo · Mailchimp
- Customer Support and SuccessZendesk · Intercom · ServiceNow
- Operations and Supply ChainSAP S/4HANA · Oracle SCM · Microsoft Dynamics 365
- PeopleWorkday · ADP · BambooHR
- IT and SecurityOkta · Microsoft Entra ID · ServiceNow
- Legal and ComplianceDocuSign · Ironclad · Vanta
Sales, trained and deployed in your company.
Every enterprise build is custom, so pricing comes from the conversation. It starts with the free Readiness Score: two hours with your leadership team, a one-page score, and the three findings that matter most for sales.