The platform refresh introduces tools designed to prevent the loss of buyer intelligence that often occurs between sales calls. Founder and CEO Matt Oess argues that many organizations suffer from a failure in execution rather than a lack of leads, noting that vital information frequently evaporates after the third interaction. The new release aims to capture these details by analyzing call transcripts for qualification signals, emotional themes, and specific buyer commitments.
A central feature of the update is the ability to train the AI on company-specific materials, including case studies, project plans, and Statements of Work. This allows the system to generate highly tailored proposals that move beyond generic templates. Additionally, the integration with HubSpot enables representatives to access enriched meeting briefs directly within their CRM workflows, reducing manual research time while maintaining deal continuity.
The update also expands administrative capabilities, offering improved tenant isolation and data management tools for agencies and consultants managing multiple clients. To encourage adoption, the firm has introduced a 14-day free trial, allowing teams to test the platform against live opportunities and evaluate its impact on deal-risk identification and follow-up speed.

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