Features

One system for the whole selling motion.

The never-cold attention engine, built-in outbound, mailbox and Apollo sync, weighted forecasting, and reporting — no bolt-ons, no admin to keep it running.

The wedge

Never let a deal go cold.

Open your day to a queue of exactly what needs you. Work the list, close the loop, and nothing slips through the cracks.

  • Overdue next step or no next step set
  • Gone stale — no activity in 14 days
  • Stuck in a stage for 21+ days
  • Single-threaded — only one contact engaged
Today · Needs you
5 deals going coldWork the list
Renewal — Halvorsen Freight
Overdue next step · 4d
Overdue$42k
Expansion — Meridian Packaging
No next step set
No step$88k
New biz — Copper Peak Roofing
No activity · 16d
Stale$25k
Pilot — Whitfield & Diaz Staffing
Stuck in Discovery · 23d
Stuck$61k
Upsell — Lakeshore Dental Group
Only 1 contact engaged
Single-threaded$30k
Outbound

Outbound is built in.

Run campaigns and multi-step drip sequences right next to your records — merge fields, daily caps, send windows in your local hours, and unsubscribe handling included. The moment someone replies, their sequence pauses itself. No second tool, no copy-paste.

Reply detection is live on Microsoft 365 mailboxes. Gmail & Calendar 2-way sync are rolling out.

Sequences · Outbound Q3
1
Intro email
Day 0
Sent · 214
2
Follow-up
Day 2
Sent · 189
3
Case study
Day 5
Queued · 176
4
Break-up
Day 9
Scheduled
Replied 38Auto-paused on reply
Connected

Connect your inbox. Fill your pipeline.

Link your Microsoft 365 mailbox and send outreach straight from your own address — replies land right where they always have, and the sequence stops the moment they do. Connect Apollo and new leads import automatically, so your list builds itself while you sell.

  • Send from your real Microsoft 365 address (Google rolling out)
  • Replies auto-pause the sequence — no one gets step 3 after saying yes
  • Apollo leads import on their own — no CSV, no copy-paste
Connections · Outreach & leads
Microsoft 365
sending · replies detected
Connected
Apollo
128 new leads today
Syncing
Google Workspace
rolling out
Coming soon
New Apollo leads import automatically — no CSV
Forecast

Forecast without the spreadsheet.

A weighted forecast off your real pipeline — commit vs. best-case, quota and gap-to-quota. Know your number before your manager asks.

Forecast · This quarter
$318kGap to quota · $82k
Commit$318k
Best case$472k
Quota$400k
Reporting

See what's working.

Funnel, win/loss, stage velocity, and activity — all filterable by rep. Find the leak, fix the motion.

Reports · Pipeline funnel
Prospect
Discovery
Proposal
Negotiation
Closed Won
Win rate 31%Avg. cycle 42dActivities 1,204
Setup

Minutes, not months.

Switching? Upload your Salesforce or HubSpot export and the migration importer maps the columns and pipeline stages, links accounts, contacts and opportunities, and is undoable with one click. And leaving is just as easy — export everything, anytime. Your data is yours.

  • Salesforce & HubSpot presets — columns and stages auto-mapped
  • Accounts, contacts, opportunities and notes, linked together
  • One-click undo, duplicate-proof re-runs
  • Full workspace export — no exit tax
Import · contacts.csv
contacts.csv
1,842 rows · headers mapped · 37 duplicates merged
Email→ email
Company→ account (auto-created)
Title→ role
Everything a rep needs

One system for the whole selling motion.

No bolt-ons, no second tool, no admin to keep it running.

Accounts, contacts & deals

Rich records with tiers, tags, and champion / decision-maker roles.

Drag-and-drop pipeline

A kanban board from Prospect to Closed, with inline stage editing.

Org mapping

Reports-to relationships so you can see who really owns the deal.

Activity timeline

Emails, calls, notes, and tasks on every account and contact.

Lists & segments

Save a segment, then enroll it into a sequence or campaign.

Bulk actions & merge

Bulk edit, merge duplicates, and CSV export across every object.

Multi-user teams

Roles, email invites, deal ownership, and per-rep reporting.

Isolated by design

Every workspace is tenant-isolated at the database level (RLS).

Stop letting deals go cold.

Open your day to a queue of exactly what needs you. Work the list. Close the loop. Nothing slips.