Automate the boring, simplify the complex

Turn meetings into usable CRM data

Scribe joins your online meetings, transcribes the conversation, creates a summary, and captures actions in Workbooks.

It helps teams stay focused on customer conversations while building a complete, reliable history of every interaction. Scribe supports Teams, Google Meet, Zoom, GoToMeeting, and RingCentral.

Keep your pipeline clean and current.

Sales Hygiene reviews the emails, meetings, notes, and tasks linked to an opportunity.

It highlights missing or incomplete information and recommends updates to stages, fields, and key data points, helping improve pipeline accuracy and forecasting.

Write better emails, faster.

Email Agent creates tailored email drafts using CRM context such as previous opportunities, calls, emails, sales orders, and notes.

Your team can follow up faster, personalize communication, and keep customer interactions inside Workbooks.

Go into every conversation better prepared

Research Agent gathers up-to-date company and people insights, including size, industry, growth signals, recent news, role, seniority, and background.

It can also compare prospects against your ideal customer profile, helping teams prioritize better-fit opportunities and spend less time on manual research.

Give every rep smarter guidance.

Sales Coach analyzes deal activity and recommends the best next steps.

It can use your sales process, playbook, case studies, and competitor intelligence to suggest strategy, relevant proof points, and areas to focus on.