Sales Intelligence sits on top of your sales stack instead of replacing any of it. Three simple steps, then it starts finding deals.
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.
Select the system, approve access, choose objects, map fields, begin sync. No passwords change hands.
For systems without OAuth. Keys are encrypted and held server-side — never in browser code.
Connected systems tell Sales Intelligence when something happens instead of being polled.
An optional compatibility layer over Make, Zapier, n8n and Pipedream for niche and legacy software.
An AI import agent reads the file, detects columns, recommends mappings, flags duplicates and previews before writing.
The last resort for systems with no usable API. Every workflow carries failure alerts and human review.
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.
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
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.
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.
The platform is modular. Every module can be switched off, and the sidebar narrows to what your business actually runs.
Every screen the platform ships — plan, generate, sell, enable, deliver, manage and configure — with what each one does in plain language and which role lives in it.
See the full module catalogue →ExploreSPIN, MEDDIC, Challenger and the rest. Pick the way your team already sells and the scripts, discovery questions and AI coaching change to match.
See the frameworks →No six-month implementation. You are capturing and routing real leads inside the first week.
Day 1
Pick your tier, answer the setup questions, switch on the modules you actually bought.
Day 2–3
Connect your CRM, inbox, calendar and billing. Map the fields once; the mapping is reusable.
Week 1
First landing page live, first leads captured, scored and routed to a named owner.
Week 2–4
Sequences, call console and approvals running. AI teammates work under your rules.
Month 2+
Playbooks, forecasting and commissions. You review outcomes, not busywork.
Every automated action is visible, reversible and attributable — that is what makes teams comfortable turning it up.
Every AI action can be set to draft-and-approve, or fully automatic once you trust it.
Every agent run is traced end to end: what it saw, what it decided, what it cost.
Source systems keep ownership of their records. Nothing is rewritten without a mapped rule.
Seats, roles and approvals decide who can send, spend or change a customer record.
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.
Short, straight answers — the same ones we give on a first call.