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The all-in-one workspace for
innovative sales team

Collaborate with colleagues. Automate manual tasks.

Make smart decisions. Save time.

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Focus on selling, 
not on repetitive busy work. 

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Log in with Salesforce to update your pipeline

Review your Salesforce pipeline. Filter, rank, and search specific deals to update relevant information in seconds. Create new object and sync directly to Salesforce.

Prioritize your day
with
smart insights

Engagement scores will help you prioritize the hottest deals. Read through case studies for your deals. Push deals forward with contextual recommendations.

Track pending tasks
& set reminders

Set-up tasks and assign them to an opportunity/contact in Salesforce. Receive a reminder notification when a task is past due to always stay on top of your pipeline.

Review your calendar
& log new meeting

Navigate your calendar and daily meetings. Schedule new meeting and sync it to Salesforce. Review activities for your deals (i.e., meeting, email, calls).

Prepare note docs for  prospect meetings

Create a meeting note or account plan for any deal and sync it to Salesforce. Use templates, make real-time updates to Salesforce, and review knowledge cards while typing

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HOW IT WORKS

Get started in seconds to be
more productive

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The Unified Workspace of 
all sales teams members

Account Executive

Reduce busy work and collaborate with colleagues to close deals faster

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Sales Leader

Run your pipeline review in minutes and focus on  coaching your team

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Revenue Ops

Accelerate ramp up of new sales reps & maximize process compliance

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