Prepare faster. Execute smarter.
AI turns Salesforce data into clear, actionable account briefings—so your team preps in seconds and always knows the next move.
Instant, actionable summaries of accounts, opportunities, tasks, and activity—so your team walks into every conversation prepared, aligned, and confident.
AI turns Salesforce data into clear, actionable account briefings—so your team preps in seconds and always knows the next move.
Find answers to common questions about our AI-powered account briefing platform for Salesforce teams.
The AI reviews your Salesforce data—accounts, opportunities, tasks, and activity—to generate clear, actionable briefs for each account. This streamlines prep and keeps your team aligned.
All processing stays within your Salesforce environment, using your existing access controls. We do not store or share your data outside your system.
Sales, RevOps, consulting, professional services, real estate, and recruiting teams use our platform to save prep time and improve meeting results.
Once you have your OpenAI key, install the package and provision users. Your Ready to go!
The platform works natively with Salesforce and most standard integrations. Support for Marketing Cloud and other tools is coming soon.
Click below to request a demo. Our team will guide you through setup, answer questions, and show how the platform fits your workflow.
Still have questions? Contact our team.
Plans & pricing
Core AI briefings. No cost.
Start instantly, risk-free
For small teams getting started
Starting at
or $199 yearly
Collaboration for growing teams
Starting at
or $299 yearly
Advanced controls for larger teams
Starting at
or $499 yearly
Custom AI, integrations, and onboarding. Enhanced security and support.
Subscribe for AI-powered briefings and updates.
Have questions or want a demo? Reach out and our team will respond quickly.
