The all-in-one workspace for
innovative sales team
Collaborate with colleagues. Automate manual tasks.
Make smart decisions. Save time.
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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