Private by designSales & CRM
AI-powered deal intelligence, research, and client communication
Deal Coach
Strategic coaching and recommendations for active deals based on pipeline data, client history, and deal stage.
Client Research
Pulls public signals — news, hiring, funding, tech stack — and writes a one-page briefing before every client meeting.
Pipeline Hygiene
Flags stalled deals, missing close dates, and rep-pipeline-coverage gaps every Monday morning.
Extend this team from the Marketplace
Add community- and partner-built agents that complement this team — installable into your Control Tower in one click.
Cash Flow Forecaster
FeaturedAnalyzes historical financial data to produce 3-month forward cash flow projections, collection efficiency trends, and actionable cash management recommendations.
Cash Flow Forecaster
FeaturedAnalyzes historical financial data to produce 3-month forward cash flow projections, collection efficiency trends, and actionable cash management recommendations.
CRM Data Integrity Agent
FeaturedContinuously scans your CRM for duplicate records, missing required fields, and stale donor profiles. Surfaces merge suggestions and data quality issues for review.