A modern Salesforce-class CRM with custom pipelines, AI lead scoring and revenue intelligence for distributed sales teams.
Sales leadership had lost faith in their CRM. Reps were updating it on Friday afternoons from memory, forecast accuracy bounced between 55% and 70%, and deals were dying in the gap between Gmail and the pipeline.
We built a rep-first CRM around three principles: log nothing manually, surface the next best action, and forecast from signal not opinion. Email and calendar are ingested in real time and attributed to deals automatically. A learned model proposes the next action per deal — call a stakeholder, send a security questionnaire, escalate to legal — and reps approve with one tap.
Forecast accuracy is now 94% on a 90-day window. Win rate is up 18 points and average cycle time is down 22 days. Most importantly, adoption hit 97% within six weeks because reps stopped seeing the CRM as overhead.
Sales leadership was running on stale spreadsheets and a CRM the reps refused to update. Forecast accuracy hovered around 60%.
We built a rep-first CRM with one-click logging, AI-suggested next steps and a forecast engine that learns from won/lost patterns.
Designed for clarity. Built to scale.
AI-suggested next-best actions
Live revenue forecasting with confidence bands
Email & calendar auto-capture
Customizable pipelines per team
