For sales
Spend the week on what will close
Leads to call, deals to push, upgrades to offer, clients to call back.
Subscriptions & SaaS
- A ranked list with reasonsWhich trials will convertMost trials end in silence. The ones that need a nudge look the same as the ones that never will.Starts in one click
- A ranked list with reasonsWho is ready to upgradeUpgrade offers go out on a calendar, not when the account is actually outgrowing its plan.Starts in one click
B2B sales & services
- A ranked list with reasonsCall the leads most likely to buyReps call leads in the order they arrived, and the best ones go cold while they work the list.Starts in one click
- A ranked list with reasonsFocus on the deals you can winEvery rep believes in their pipeline. Time goes to the loudest deals, not the ones that will close.Starts in one click
- A forecast, period by periodWhat the pipeline is really worthWeighted pipelines add up optimism. Quarter-end pushes and slow summers are left out.Starts in one click
- A ranked list with reasonsWhich clients will order againService firms lose clients by silence: nobody calls until the next project goes to someone else.Starts in one click
- How long until it happensWhen this deal will closeClose dates in the CRM are guesses that slide every week, so the month's revenue is a surprise.Ready-made settings
- A number per row, with a rangeExpected deal sizeDeal amounts are typed in on day one and never revisited, so the forecast inherits every guess.Starts in one click
- Groups that behave alikeLookalikes of your best accounts“Find more clients like our best ones” stays a wish without knowing what the best ones have in common.Ready-made settings
- The closest matchesFind the right past answer for a proposalEvery RFP is rewritten from scratch because last year's answers are buried in folders nobody can search.Ready-made settings
- A category per rowSort inbound inquiries by intentQuote requests sit in a shared inbox next to job applications and invoice questions.Ready-made settings