Give your team a better starting point for every call.
Bring customer research, survey answers, and sales history into the work your team does every day. We build and operate the system around your sales process.
Discuss your sales workflowKnow the customer
Bring together intake answers, CRM context, and relevant external research. Define what the closer needs to know and what still needs a person to check.
Learn from the call
Scope transcript analysis and coaching around the questions, objections, and sales steps that matter to your business.
Keep the work moving
Connect handoffs, review queues, and approved CRM updates. Decide which actions run automatically and which stay with your team.
Starting with residential solar.
Our current development brings property research, homeowner intake, appointment review, and closer assignment into one workspace. Pre-call briefings and automated transcript analysis are being developed as part of that workflow.
New engagements begin with a scoped pilot. We agree on the integrations, deliverables, and acceptance criteria for your team before implementation.
Your process sets the requirements.
Tell us how setters and closers work together, where customer information lives, and which administrative work gets in the way. We will define a system and an operating scope around that.
Start with your workflow →