CRM, sales, marketing, and quoting on one revenue record.
Revenue operations on the governed platform, integrated from first touch to closed-won: CRM and pipeline, multi-period forecasting, sales engagement, configure-price-quote, marketing automation, and territory management — all sharing one data layer and one permission model. Agents score leads, run outreach, and draft call summaries for a person to approve, while every customer interaction stays on the record.
Pipeline, conversion, forecast, and today’s activity on one live dashboard — sales, marketing, and customer success in a single view.
Run go-to-market end to end — pipeline, forecasting, outreach, quoting, and campaigns — on one shared record, with agents handling the follow-up.
The actual GTM workspace, screen by screen.
Not mockups — the real product surfaces, every agent, record, and governed action on one system. Click any frame to see it full size.
Your whole revenue motion on one live record
AI works the routine motion — scoring leads, chasing slipping deals, drafting the next touch — strictly inside the limits you set, while anything consequential like a discount or a customer-bound send stops for a named person, and every move lands on a tamper-evident, SHA-256 hash-chained record.
Conversion, sales cycle, forecast, today’s activity, and top performers sit on one dashboard, so sales, marketing, and customer success read from a single revenue record instead of four disconnected tools.
Every deal on one board, the risky ones flagged
The board moves deals through your stages while AI does the routine triage under your limits — surfacing what is slipping, overdue, or at risk in the moment — and any consequential change still goes through a person, on the record.
Each stage column carries its weighted value and every card its amount, probability, owner, and close date, so a deal going cold is caught early instead of at quarter-end.
The right lead on the right rep, explained
AI scores and routes inbound leads as the routine work it is cleared to do, putting the most valuable, most urgent lead in front of the right rep automatically — and every rep can see exactly why a lead ranks where it does, on a record that holds the reasoning.
A live funnel and source breakdown show where pipeline is really coming from, while each lead carries its own score and status so nothing promising sits untouched.
Weighted pipeline and win rate, deal by deal
Total and weighted pipeline, win rate, and sales cycle roll up automatically from the deals beneath them — the routine math AI keeps current — while reps and leaders own the call, every adjustment attributable on the record.
Pipeline-by-stage and revenue-by-stage break the number down to the deals that make it, so a forecast is something you can inspect, not just assert.
A full account view that shows who can see it
Contacts, open deals, and pipeline value sit on one account record, and the routine work AI does against it runs only inside the same permission model your people do — the account’s sharing scope and owning organization shown right on the page, so data never crosses an organization line.
Each account states plainly which organization owns it and how widely it is shared, and any agent acting on it is bound by exactly that boundary.
A provable history of every customer interaction
Every lead change, quote approval, and customer touch — the routine work AI did and the human approvals over it alike — is sealed into a SHA-256 hash chain where each entry locks the one before it, so altering a single entry is immediately detectable.
When a deal is questioned or a forecast is challenged, the full history of who did what, and which agent did it under whose authority, is right there to verify — the evidence auditors expect, without a blockchain.
Every lead, quote, and customer interaction runs under one permission model — each user seeing only what their role permits — and lands on a tamper-evident record.
For sales, marketing, and revenue-operations teams. It runs on the same governed platform as everything else — one permission model, one verifiable record, and the same agents acting under the limits you set. Part of one governed platform: start with GTM and add the rest when you’re ready, with nothing to re-integrate or re-secure.
See GTM on your own work.
Bring a real example and we’ll walk it through GTM — under the same controls you’d run in production.