The renewal brief that already read the CRM, the inbox, and the last two calls — demos logged, quiet deals surfaced, follow-ups drafted for your send.
CRM, inbox, calendar, call notes — one hosted link each. Reps connect their own accounts; the agent acts as the rep, not a shared bot.
Briefs, logging, follow-ups — the agent finds the right tools just-in-time and reads the sources you already trust.
CRM writes and anything customer-facing is drafted, held, and sent exactly once after your click — on the record.
Prep me for the Acme renewal call.
Log yesterday's demos to the CRM with next steps.
Which deals went quiet this week? Draft the follow-ups.
What's mis-staged in the pipeline right now?
Who owns which account, how you write follow-ups, how long your QBRs run — learned once, carried into every brief. Per rep, off by default, deletable.
Deal history, the unanswered pricing thread, and both call transcripts — read in seconds, briefed in one page, with the risks on top.
COMPOSITE OF STAGING RUNS — NOT A CUSTOMER CLAIM. YOUR STACK WILL DIFFER; THE GUARDRAILS WON'T.Plug in once — MCP or SDK — and every product on this page is already in the run.
free tier · no card · first tool call before your coffee cools