How it works

Connect your systems. See who's buying. Sell to them first.

Sales Intelligence sits on top of your sales stack instead of replacing any of it. Three simple steps, then it starts finding deals.

Step one

We connect to anything you sell with.

Six ways in, so there is never a 'we can't connect to that'. Most setups are done in days, and nothing gets ripped out.

01

Native OAuth connectors

Select the system, approve access, choose objects, map fields, begin sync. No passwords change hands.

02

API key connections

For systems without OAuth. Keys are encrypted and held server-side — never in browser code.

03

Webhooks and event streams

Connected systems tell Sales Intelligence when something happens instead of being polled.

04

Integration gateway

An optional compatibility layer over Make, Zapier, n8n and Pipedream for niche and legacy software.

05

File and database import

An AI import agent reads the file, detects columns, recommends mappings, flags duplicates and previews before writing.

06

Browser and RPA automation

The last resort for systems with no usable API. Every workflow carries failure alerts and human review.

Step two

One customer record, finally.

The same buyer exists three times under three different names across your tools. Sales Intelligence merges them into one record — what they bought, what they owe, what they read — which is what makes the sales intelligence possible.

PersonCompanyRelationshipLeadAccountOpportunityProductServiceOfferQuoteOrderSubscriptionInvoicePaymentMeetingConversationCampaignActivitySupport issueProjectSignalConsent record

Who owns which piece of information

Each type of data has one home system, so your tools stop overwriting each other's updates.

CRM

Contact owner, deal stage, sales tasks

Commerce

Product stock, orders, refunds

Accounting

Invoices, payments, outstanding balances

Sales Intelligence

Lead scores, buying signals, agent recommendations, intelligence reports

Step three

Something happens. Someone sells.

A proposal gets opened, an invoice clears, a customer hits the pricing page — Sales Intelligence spots it and puts the right sales action in motion, with your approval where you want it.

Example: a proposal gets opened

A customer opens a proposal you sent, views 8 of its pages, and lingers on the pricing page. Sales Intelligence sees that the moment it happens — who they are, which deal it's tied to, and when it occurred — and treats it as a buying signal worth acting on.

  1. 1The signal comes in from the connected system
  2. 2Sales Intelligence works out what kind of sales moment this is
  3. 3It checks that acting on it fits your rules and permissions
  4. 4An AI teammate or automation prepares the next step
  5. 5You approve it first, if that's how you've set things up
  6. 6The action happens — an email, a task, a follow-up call
  7. 7What happened is recorded against that deal
Rollout

What the first month actually looks like.

No six-month implementation. You are capturing and routing real leads inside the first week.

  1. Day 1

    Pick your tier, answer the setup questions, switch on the modules you actually bought.

  2. Day 2–3

    Connect your CRM, inbox, calendar and billing. Map the fields once; the mapping is reusable.

  3. Week 1

    First landing page live, first leads captured, scored and routed to a named owner.

  4. Week 2–4

    Sequences, call console and approvals running. AI teammates work under your rules.

  5. Month 2+

    Playbooks, forecasting and commissions. You review outcomes, not busywork.

Control

AI that never acts behind your back.

Every automated action is visible, reversible and attributable — that is what makes teams comfortable turning it up.

Human in the loop

Every AI action can be set to draft-and-approve, or fully automatic once you trust it.

Full audit trail

Every agent run is traced end to end: what it saw, what it decided, what it cost.

Your data stays yours

Source systems keep ownership of their records. Nothing is rewritten without a mapped rule.

Scoped access

Seats, roles and approvals decide who can send, spend or change a customer record.

Who uses it

One platform, four very different days.

Everyone sees the slice of the system that matches their job, not the whole control panel.

Founder / owner

One screen a day: what moved, what needs a decision, what the AI wants to send.

Sales manager

Pipeline truth, routing rules, approvals, forecast and commissions in one place.

Rep / SDR

A ranked task list, call scripts in their framework, and follow-ups written for them.

Marketing

Landing pages per market, tracked conversions and clean handover into the CRM.

FAQ

Questions buyers ask us

Short, straight answers — the same ones we give on a first call.