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  1. Use cases
  2. Sales & pipeline

3 use cases

Sales & pipeline

Prepare for conversations, follow through on commitments, and keep a clear view of your opportunities.

Prepare for every sales meeting

Turn the context you choose into a focused brief and useful questions for the conversation.

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Turn sales calls into follow-ups

Turn the notes you choose into an accurate recap, clear commitments, and a follow-up you can review.

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Keep your pipeline up to date

Review the evidence behind each opportunity and decide which record changes are justified.

Explore use case →

The CRM your AI runs. One trusted record for every relationship, in Claude and ChatGPT.

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