CRM*

A sales CRM for B2B teams

Sell in sprints.
Learn every week.

Capture people in seconds, work one honest pipeline, log every touch, and run time-boxed sprints that end in a real retro — not a guess.

Sprint № 4 · Outbound

Pipeline

12 / 20 touches

Contacted

AICrete — pilot

Priya Rao

Lumen Labs

Kavya Iyer

Discovery

Brightloop

Rahul Mehta

Demo

Fernhill Robotics

Marco Silva

Win rate 31% · Weighted 184K

⌘J Ask

One loop, every week

01

Capture

Paste an email signature, a LinkedIn profile or a PDF and the contact form fills itself. Import any spreadsheet — even a raw Apollo export.

02

Work the pipeline

One shared board for the whole team, with honest stages, a qualification gate, and every call, email and demo logged against the deal.

03

Run sprints

Pick prospects, set a hypothesis and a target number of touches, and watch a live dashboard of every interaction in the sprint.

04

Learn

Close each sprint with a structured review, and see conversion, win rate and cycle time by channel, source and deal type.

What's inside

Less typing, more selling. Features marked AI use the built-in assistant and always leave the final say to you.

AI

Paste to fill

Drop in a signature, a profile, notes or a resume. Name, title, email, phone, location and LinkedIn land in the form for you to check — and the company is matched or created on the spot.

AI

Import anything

Spreadsheets in any layout, attendee lists as PDF or Word. Columns are mapped, “Cold” and “Replied” become stages, and you preview every row before a single one is saved.

AI

Companies, looked up

Type a name and look it up: website, what they do and a short profile are filled in from the web. Deleted by mistake? Undo, or restore it later.

A pipeline that tells the truth

Deals carry their channel, source and deal type. Qualification is enforced before a proposal, and lost, disqualified and nurture are kept apart so win rate means something.

AI

Every touch, logged

Log a call by pasting your notes — date, type, result and a summary are filled in. Follow-ups are counted per stage, and every contact shows when you last reached them.

Sprints and reviews

Time-boxed runs over chosen prospects with a conversation worksheet for each call, and a retro at the end: what was confirmed, what surprised you, what to keep, change or drop.

Analytics that matter

Stage-to-stage conversion, win rate, cycle time and weighted pipeline — sliced by inbound vs outbound, by source, and by direct vs connector deals.

Find anything

Search across companies, contacts, deals and tags. Switch any list to a sortable table, filter by tag, and share the exact view by link.

The pipeline, spelled out

Outbound deals start at New; warm inbound ones can start at Contacted. Deals leave the board as won, lost, disqualified or parked for later — and each is counted the right way in your numbers.

  1. New
  2. Qualified
  3. Contacted
  4. Discovery
  5. Demo
  6. Proposal
  7. Trial
  8. Negotiation
  • Closed Won
  • Closed Lost
  • Disqualified
  • Nurture

Built for the whole team

Invite your team into a shared workspace with admin and member roles. Ask the assistant with ⌘J to find a deal or log a call — it works as you, and can never delete anything. Works on your phone, between meetings.