Automate All Documentation and CRM Updates.

Effortlessly add PreSales fields to track technical stages and effort. Get customizable AI-generated discovery summaries on every opportunity, even when AEs don't take any notes.

Stay engaged as AI seamlessly auto-suggests and organizes discovery notes in your shared documents, automatically updates Salesforce fields, and ensures complete, team wide adherence to your sales methodology.

With under 10 minutes of setup, empower your PreSales and Sales teams to auto update Salesforce, capture discovery learnings, and generate knowledge transfer documents - leading to increased market learnings, team alignment, increased win rates, and reduced cost of acquisition.

Get AI suggested feature requests and product gaps from prospects in your pipeline. Push these to whatever tool your product team uses.