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Use cases

Five teams, one record.

The product does not change shape per team, the emphasis does. Here is where each one starts.

Where each team starts

The product is the same for everyone. What changes is which part you open first.

Sales teams

Leads arrive faster than anyone can qualify them.

Import → score → route to an owner → sequence → book.
Lead scoringAutomationsSequencesPipeline
The queue is ordered before anyone opens it.

Agencies

Every prospect needs research before a credible first email.

Research the account → generate the angle → send → track.
Account summariesTemplatesDraft from the recordProposals
First contact reads like you already did the work.

Founders

Selling happens between everything else.

One list, one daily task view, one place to pick up the thread.
My TasksUnified timelineCalendarInbox
You can put it down and pick it up without losing context.

Marketing teams

Inbound gets handed over with no context attached.

Match the email to the record → enrich → hand to sales.
Email matchingLead intelligenceListsAnalytics
Sales inherits the whole story, not just a name.

Revenue operations

Three systems disagree about what happened.

One record, one timeline, explicit rules for merging and import.
Duplicate reviewData policyRolesTeam inbox
One number everybody trusts.
A worked example

What a twelve-day outbound motion looks like.

Every step lands on the lead timeline, and a reply ends the sequence.

1
Day 1
Email
Positioning note
2
Day 3
LinkedIn
Connect + context
3
Day 5
Follow-up
Send teardown
4
Day 8
Task
Call the founder
5
Day 12
Final
Close the loop
Get started

Start with the list
you already have.

Import a spreadsheet. It gets researched, scored and ordered before you open it.

Start freeSee it work