Automate list building, content personalization, and follow-ups.
Enforce playbooks, perform QA, and ensure CRM data consistency.
Enforce playbooks, perform QA, and ensure CRM data consistency.
Improve meeting rates with better targeting and message personalization.
Reduce deal stalls with next-best-action guidance and automated follow-ups.
Free up valuable selling time by automating notes, emails, and updates.
Improve forecasting accuracy with automated data capture and fields.
Automate prospect enrichment, account insights, and buyer persona mapping.
Draft multichannel outreach and support cadences with built-in guardrails.
Get automated preparation briefs, live prompts, and post-call summaries.
Generate mutual action plans, automate follow-ups, and track stakeholders.
Gain performance insights, deliver coaching cues, and check playbook use.
CRM Auto-Updates
No integration
Basic, manual logging
Automated, in real-time
Contextual Personalization
Generic content
Template-based fields
Deep, dynamic context
Next-Best Actions
No recommendations
Rule-based only
AI-driven and proactive
Multichannel
Limited to text
Siloed by channel
Natively email, social, phone
Governance
No sales context
Limited admin roles
Granular, role-based access
Custom Team Playbooks
Not applicable
Rigid
Flexible and adaptive AI
Manual research
Manual research
Delayed data
Real-time buying signals
Call & Meeting Assist
No live support
Separate add-on
Integrated live coaching
Purpose-built agents for SDRs, AEs, and RevOps tasks.
Protect your data with robust permissions and clear audit trails.
Natively integrates with your CRM, email, and calendar tools.
Track impact on pipeline, conversions, and rep productivity.
Mid-Market B2B SaaS
Data Exfiltration Incidents
Integrate your CRM, email, and calendar with secure permissions.
Define your ICP, outreach sequences, and deal stage guardrails.
Roll out to a small pod to gather feedback and measure impact.
Expand to more teams and tune workflows based on performance.
Get a custom architecture review and pilot plan in 48 hours.