Finds companies showing buying signals in the news — funding, acquisitions, new leaders, expansion — explains why now, finds the right people to contact, and saves it all to your CRM.
Connects to: HubSpot, Salesforce, Apollo, AI web search
You get: A score, tier (Hot/Warm/Cold), reasons and source links on every company. Verified contacts. A rep dashboard with talk tracks.
Safety: Every signal links to an article the AI really found. Never touches accounts that already belong to a rep. Credit cap on email reveals.
from $6,000 setup · $750/mo care
View sample dashboard →Researches every new form lead within minutes, scores fit against your ideal customer, suggests an owner, and drafts a first reply.
Connects to: HubSpot, Salesforce, AI web search
You get: A fit score, a research note, and a draft reply on each lead.
Safety: Drafts only. A person sends every email.
from $3,500 setup · $450/mo care
Finds duplicate companies and contacts, missing fields, stale deals and bad data, then proposes fixes for your team to approve.
Connects to: HubSpot, Salesforce
You get: A fix list to approve. Only approved fixes are applied.
Safety: Backup before every change. Nothing applied without approval.
from $1,500 setup · $250/mo care
Spots stalled deals and drafts a follow-up email from the last messages and CRM notes, so reps never lose track of a deal.
Connects to: HubSpot, Salesforce, Gmail, Outlook
You get: Draft emails and tasks waiting for the rep.
Safety: Never sends automatically. A person sends every message.
from $3,500 setup · $450/mo care
Writes a one-page brief before every prospect call: who they are, recent news, CRM history, and suggested questions.
Connects to: Google Calendar, Microsoft Calendar, CRM, AI web search
You get: A brief in Slack or email an hour before the meeting.
Safety: Every news item links to its source.
from $1,500 setup · $250/mo care
Reads support tickets, account notes, and product usage for every customer renewing soon. Flags risk with evidence and a suggested next step.
Connects to: HubSpot, Salesforce, Zendesk, Slack, Usage exports
You get: Risk score, level, and reasons on each account. CS dashboard showing dollars at risk. Slack alerts for high-risk renewals.
Safety: Every reason cites a real ticket, note, or usage figure. Hard rules the AI can't override.
from $3,500 setup · $450/mo care
View sample dashboard →Tags topic and urgency on new tickets, routes them to the right team, and drafts a reply as an internal note.
Connects to: Zendesk, HubSpot
You get: Tags, priority, and a draft reply on each ticket.
Safety: Agents review every reply before it's sent.
from $1,500 setup · $250/mo care
Checks new customers against your onboarding checklist and nudges the account owner when one stalls.
Connects to: CRM, Help desk, Slack
You get: A stalled-account list and weekly Slack nudges with the blocker.
Safety: Read-only on customer records.
from $1,500 setup · $250/mo care
Matches every vendor invoice to its purchase order before it's paid. Flags duplicates, price overruns, missing POs, and unapproved vendors with dollars at risk.
Connects to: CSV exports, QuickBooks Online, Slack
You get: An exceptions report and AP dashboard. Slack summary before the payment run.
Safety: Read-only. Rules find every exception. AI reviews only fuzzy cases and can't clear anything.
from $3,500 setup · $450/mo care
View sample dashboard →Compares applicants to the job's must-haves and summarizes each one with quoted evidence from the resume.
Connects to: ATS export, Greenhouse
You get: A shortlist with reasons.
Safety: Never auto-rejects. A person makes every decision. Local hiring-AI rules checked first.
from $3,500 setup · $450/mo care
Pulls the week's numbers and writes the story behind them — what moved, why, and what to watch.
Connects to: CRM, Spreadsheets, Slack, Email
You get: A Monday summary in Slack or email.
Safety: Numbers are calculated in code. AI writes only the words around them.
from $1,500 setup · $250/mo care
Tracks competitor websites, pricing pages, and news. Summarizes what changed and why it matters.
Connects to: AI web search, Competitor URLs, Slack, Email
You get: A weekly brief that reports only what's new.
Safety: A link for every claim.
from $1,500 setup · $250/mo care
Drafts answers to RFPs and security questionnaires from your library of past approved answers.
Connects to: Answer library (docs or spreadsheet)
You get: A draft document with the source of every answer, ready for review.
Safety: Every answer cites a library entry. A person reviews before sending.
from $6,000 setup · $750/mo care
Three questions. One or two recommendations.