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Join the Waitlist

Enter your email to secure your spot for the Pro plan.

Confirm Billing Change

Every salesman seat costs $20/month. You will be billed automatically once the user accepts this invite. Do you want to proceed?

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Quote PDF Preview

Add Reference Deal

Redaction Sandbox Inspector

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Manual Record

Smart Import Leads

Paste your raw text list, CSV data, TSV table, or copy-pasted spreadsheet rows below. Our AI will automatically analyze the format and structure to parse and map all fields correctly.
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Settings

Profile

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Email notifications
Receive account emails across all websites.

Product Info

⚠️ Product Info: Select a product on the left to edit its parameters and formatted description on the right. Formatted descriptions will render in proposal documents.
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Select a product from the list to view its details.

Close Deal & Finalize

Call Transcript

Template Editor

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Business Emails

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Select an email to view contents.

Notes & Memos

Select a memo from the list to view full transcript & AI extraction details.

Google Calendar Required

This feature requires linking a Google Account to schedule meetings and automatically create Google Meet links.

📞 Inbound Call Details

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Inbound Email Integration

Test Your AI Inbox
Forward a real business inquiry email to the routing path below to see how the AI agent processes and categorizes it automatically!
Your Unique Routing Path
Forward any business inquiry to this address. We'll automatically ingest, categorize, and extract lead data from it.

Analytics & Activity

Total Revenue
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Deals Closed
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Active Deals
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Closing Performance Insights

Archived Deals

Client Name Product Category Value Action

⚠️ PERMANENT DELETION WARNING ⚠️

This will schedule your account for deletion. You will enter a 30-day grace period where your workspace and data are locked, but preserved. You can log in and revive your account at any time during this period by resuming your subscription. After 30 days, your account and all data—including phone numbers, texts, leads, and emails—will be permanently and irreversibly deleted.

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Pricing Worksheet

Enterprise Consultation

Schedule an Implementation Meeting

Customized deployment, 1:1 sales consulting, and forward-deployed engineering. Typical engagements range between $5,000 – $50,000 USD.

✨ Beta Access

Enter your beta invite code to unlock the workspace.

💬 Beta Feedback

Let us know what you think, what feels great, or any bugs you encounter.