Sell anything. Count everything. Let the agent do the research.
One workspace for your accounts, your deals, the items you sell and the stock you count. An AI agent fills blank fields and answers questions from your records, and every word on screen is yours to change.
- Imports from Excel and CSV
- Your words and your modules
- No usage tracking
Overview
What you closed, what is still in play, and what needs you today.
9 deals · $286K last month
42 deals in progress · $212K due this month
31 won · 60 lost
38-day average cycle
| Deal | Amount |
|---|---|
| Fleet renewal 2027 | $86,000 |
| Cold-chain rollout | €54,500 |
| Tower B sales office | €128,000 |
| Clinic network | $21,000 |
Chat
Which deals over $50k have not moved in 14 days?
Two open deals over $50k have kept their stage for 14 days or more:
- Fleet renewal 2027, Kestrel Motors, $86,000, 19 days
- Cold-chain rollout, Meridian Foods, €54,500, 16 days
Ask about your pipeline…
CRM
Every account, conversation and deal in one place.
Mail and meetings file themselves on the right company. Website visits and form fills land on the contact. Every deal keeps the currency the customer pays in.
- Mail and calendar from Google or Microsoft, read-only. Nothing is ever sent on your behalf.
- Custom fields on every record: twelve types, with filters, saved views and bulk edits.
- A pipeline in any currency, converted once at a frozen rate, so a closed month keeps its value.
Kestrel Motors
Car dealer · Austin, Texas · 85 people
Re: Fleet renewal terms
Sarah Miller · 2 hours ago
Pricing review
Tomorrow, 11:00 · 3 people
Decision maker in → Contract sent
Yesterday · Jonas Weber
Sent the demo request form
3 days ago · /pricing
Agent
The research is done before you open the record.
The agent fills blank fields and shows where each value came from. It answers questions from your own records and runs team agents on a schedule.
- Fills blank fields from the web, with the source on every value.
- Answers in Chat from your records, with counts and totals that match your screens.
- Team agents run on a schedule, post to Slack, and show what each run cost.
- Bring your own model key. Calls go only to the provider you choose.
Company details
Filled by the agent from 3 sources- Industry
- Automotive retailCompany website
- Employees
- 85LinkedIn
- Headquarters
- Austin, Texas, USACompany website
- Founded
- 2009Business registry
Modules
Your words. Your items. Your stock.
Switch on the modules you need and name them the way your team talks. The same workspace runs a property developer, a car dealer or an equipment fleet.
Or type your own words in Settings → Vocabulary.
Inventory
| Unit | Tower | Status | Price |
|---|---|---|---|
| B-1204 | B | Available | €985K |
| B-1205 | B | Booked | €690K |
| A-0802 | A | Sold | €1.3M |
Materials
| Material | Left | Still to buy |
|---|---|---|
| Cement (bag) | 8,538 | 66,595 |
| Steel (ton) | 37.7 | 0 |
Units
Anything you sell one by one. A contract reserves it, a won deal sells it, and every change keeps its history.
Stock
Anything you count at a place. Receipts, issues, transfers and counts are kept forever, and a mistake is fixed with a reversal.
word sets to start from, or type your own words.
custom field types, on every kind of record.
to total stock levels across 200,000 rows.
usage events sent anywhere.
Getting started
From your spreadsheets to a working pipeline.
- 01
Choose your words and modules
Pick a word set, switch on Units or Stock, and rename anything that does not fit.
- 02
Import what you already have
Bring companies, units or stock moves from CSV or Excel. A preview checks every row before anything changes.
- 03
Your team signs in
People sign in with their Google or Microsoft work account. Only the addresses your company allows get in.
FAQ
Questions teams ask first.
See it with your own data.
Bring a spreadsheet of your accounts or your stock. We import it during the demo.