AI Copilots
Call briefs, follow-up drafts, exec digests, and renewal nudges generated from CRM + inbox data. Delivered in Slack, email, or WhatsApp.
- Auto-summarize every meeting
- Write hyper-personalized outreach
- Push next-best-action cards to reps
Product
Modular blocks that stay minimal, fast, and deeply integrated.
Pick the modules you need today and add more as your revenue motions grow. Each block shares the same interface, permissions, and data structures.
EMP Tracking
Schedule templates, GPS compliance, visit evidence, and overtime analytics without invasive tracking.
- Geo-fenced check-ins
- Automatic time vs plan analytics
- Deviation alerts for managers
Beat Planning
Drag-and-drop territories, visualize daily runs, and sync assignments to every agent’s phone.
Channel Partner Management
Distributor onboarding, claims, and incentive tracking in one crystal-clear workspace.
Expense Intelligence
Realtime controls for travel, trade spends, and events with policy-aware approvals.
Predictive Forecast
Scenario planning with finance-grade accuracy and explainable AI scoring.
OCR + Intake
Image-to-structured data pipelines for invoices, KYC, and field surveys.
Analytics & Boards
Minimal dashboards with drill-down, not bloated BI charts. Share snapshots with leadership via secure links.
Integrations
Snaps into your existing stack.
REST + GraphQL APIs, pre-built connectors for SAP, Oracle, HubSpot, Slack, Teams, and a webhook playground.
Admin portal to orchestrate data syncs and monitor latency.
Event bus for streaming field updates into your lakehouse.
On-prem deployment option for regulated industries.
Need something custom?
Our solutions team loves unusual workflows.
Send us a Loom or workflow doc and we’ll prototype the experience in under a week.