What it is
A sales floor that never drops a thread. The closer bot reads your CRM, drafts the next note in your voice, and only pings you when a deal is actually stuck.
Includes a research specialist for account context, a sequencer for timed follow-ups, and a weekly forecast that is a paragraph, not a spreadsheet dump.
Works with a browser session on HubSpot, Salesforce, or a spreadsheet if that is still your CRM.
- Includes
- Role, flow, and first-party skills. Not secrets, custom code, MCP servers, or private memories.
- You connect
- HubSpot, Salesforce, or the spreadsheet you still call a CRM.
- Can
- Draft follow-ups, log notes, and propose next pings on a schedule.
- Cannot
- Sign, accept binding terms, send money, or close a deal without you.
crmoutboundfollow-upforecast