The Smarter Way to Manage Your Pipeline

  • Update multiple Salesforce and HubSpot opportunities in one fell swoop
  • GPT AI insights and Pipeline Coach flag deals that need attention
  • Follow up and keep deals moving forward 

No credit card required.

Pain-free pipeline management 

with relevant deal notes and multi-opportunity editing.

Quickly update multiple opportunities

Review and update multiple opportunity fields in one go.

No credit card required.

Smart Filters: Fast-track Your Deals

  • Instantly see what needs attention with clear indicators 
  • Filter based on missing next steps, activity level and more 
  • Prioritize actions and streamline decision-making

No credit card required.

AI powered Pipeline Coach

Always have a fresh set of eyes on your pipeline with AI-driven pipeline assessment and coaching points.

No credit card required.

No credit card required.

Connect to your meeting workflow

Effortlessly refer to meeting notes and recordings, create AI-generated follow-up emails, drive action items, and use AI Chat for insights - all in one place.

No credit card required.

Your next meeting will be your best

  • Free to start, no credit card required 
  • No downloads or installations
  • Works on all platforms
  • Secure