Post-sale actions
Every post-sale action, automated.
- Drafts the follow-up email
- Adapts the demo in their brand
- Recommends forecast changes
It's all ready to review before you are.
- SOC 2 Type II
- HIPAA
- GDPR
Use cases
Contract lookup
Answer pricing questions without digging through Drive.
- Finds the signed contract in Drive
- Pulls out seat pricing and terms
- Replies in Slack when you say yes
Answer what a customer pays without breaking focus.
Hanging threads
Never leave a thread hanging.
- Scans Gmail and Slack for open loops
- Finds the replies and promises you owe
- Drafts each reply, attachments included
Follow up before they have to chase you.
Champion monitoring
Know the moment your champion leaves.
- Watches the champion on every deal
- Alerts you the moment one moves on
- Drafts your intro to the new buyer
Meet the new decision maker before the deal goes quiet.
Forecast review
Trust every number in your team's forecast.
- Reviews your team's biggest deals
- Checks each category against Gong
- Updates HubSpot and your reps
Call a number you can stand behind.
Lost deal win-back
Win back lost deals when the product catches up.
- Remembers why every deal was lost
- Watches releases for the fix
- Drafts the email to reopen it
Go back to lost deals with a reason to talk.
Pipeline audit
Walk into every forecast call knowing what to fix.
- Audits every open deal in your CRM
- Flags stalled and at-risk deals
- Gives one action and link for each
Spend the forecast call on deals, not data entry.