The AI companion for every seat in your sales department.
From CRO to street rep, Sales Companion embeds in the tools your team already uses, automates the admin, and surfaces what each role needs in real time.
More selling. Cleaner data. A forecast you can trust.
- Atlas Pumps ($240K) — champion went quiet 9 days. Suggested play: re-engage CFO.
- Devon (AE) — single-threaded on two top deals. 1:1 prep ready.
- West region — pipeline coverage back to 3.2x. Forecast holding.
Two failures sink most sales orgs.
Average sales departments live with the same two problems quarter after quarter. Elite ones solve them with discipline and visibility. Sales Companion delivers both — without the RevOps headcount or tool sprawl.
Leadership doesn't trust the forecast.
Data is captured late, inconsistently, or not at all. CROs and VPs land in the board meeting defending a number their gut already knows is wrong.
- Surprise slips at end-of-quarter.
- Forecast that depends on which manager sandbags or inflates.
- Risk visible at week 10 of the quarter, not week 1.
Reps don't have time to sell.
Reps spend more time on admin — CRM updates, notes, follow-ups, prep — than they do in front of customers. The team that could close 30% more deals is buried in busywork.
- 5–10 hours per rep per week lost to CRM hygiene alone.
- Follow-ups written from scratch when 90% should be templated.
- The cleanup work always rolls into Friday night or Monday morning.
The answer isn't replacing reps with AI. The answer is giving every seat a companion — so reps sell more, and the data they produce makes the forecast finally hold.
A companion to every seat. Not a replacement.
Sales Companion is the AI layer that delivers elite-sales-department operating discipline without the RevOps headcount or tool sprawl. Same product, configured to the seat. It works with your reps — not instead of them.
Embedded, not another tab
Lives inside Salesforce, HubSpot, Pipedrive, Monday, Copper — whatever CRM you run — plus the email, calendar, mobile, and Slack your team already uses. Not another platform to learn. Not a replacement. An intelligence layer.
Capture without asking
Notes, emails, calls, and next steps auto-captured. CRM updates happen as a byproduct of selling — not as a separate task. 5–10 hours per rep per week reclaimed.
Surface what matters
Each role gets a daily brief tailored to their seat. AE sees stalled deals, manager sees coaching opportunities, CRO sees forecast risk. The system pushes — you don't check dashboards.
Enforce without nagging
Stage exit criteria, next-step requirements, handoff completeness — enforced silently. If a deal moves to Proposal without a stakeholder map, Companion flags it before anyone else does.
Works with your existing CRM.
Not a replacement. An intelligence layer. Your team keeps using what they know — Companion syncs behind the scenes. Zero migration. Zero retraining. Zero disruption.
Bi-directional sync
Companion reads from and writes to your CRM in real time. Reps work in the CRM they already know. Updates show up everywhere automatically.
Custom field mapping
Any object model, any schema. We map to your stages, your custom fields, your handoff rules — not the other way around.
Zero disruption
Your Salesforce admin doesn’t need to learn new software. Your reps don’t change tabs. No migration project. No re-training week.
One product. Nine seats. Configured to each.
Click any role to see the pain Companion solves and the day-in-the-life it creates.
Built for the CRO who needs the forecast to hold.
The forecast can't be defended in front of the board.
- Real-time pipeline risk scoring. Every open deal scored against signal — engagement, next-step quality, multi-thread depth, stage velocity. Risk shows up on day 7, not day 67.
- Forecast confidence with attribution. See not just the number but why it's the number. Which deals carry it, which reps are reliable, which managers are calibrated, which are guessing.
- Anomaly alerts. When a top-10 deal stalls, a key stakeholder goes dark, or a region's velocity drops two standard deviations — you hear about it the same hour, not next QBR.
Five steps. No theater.
Embed
Companion connects to the CRM, email, calendar, calling, and mobile tools your team already uses. No new dashboard, no rip-and-replace.
Capture
Meetings transcribed, emails parsed, calls structured, mobile voice notes converted. The data layer fills itself.
Surface
Each role gets the daily brief that matters to their seat. Risk, opportunity, next steps — pushed, not pulled.
Enforce
Stage exit criteria, handoff completeness, next-step quality — enforced silently at write time. Process discipline without manual policing.
Improve
Patterns surface across deals, reps, regions. Winning behaviors get amplified, losing ones get coached. The system gets sharper every week.
The work that happens
while the team sleeps.
Beyond the seats, Sales Companion runs a continuous growth engine — finding qualified leads, surfacing expansion plays, executing outreach within guardrails, and reporting back every morning. The team walks in with meetings on the calendar, not a queue to clear.
Automated qualified lead generation
Inbound and outbound leads continuously sourced, enriched, and scored against your ICP. Only the ones that clear the fit threshold reach a human — with reasoning, stakeholder map, and next step attached.
New-business opportunity radar
Expansion plays inside existing accounts. Lookalike net-new from your customer signature. Funding events, hiring spikes, tech-stack changes, leadership moves, white-space mapping — surfaced as plays, not feeds.
Automated strategic outreach
Multi-touch, multi-channel sequences — email, LinkedIn, voice drops — personalized at the account-and-contact level. Threshold-gated activation. Reply detection routes hot leads to humans. Objection patterns kill the sequence so reps stop nagging prospects who said no.
Companion booked 3 meetings.
Overnight automation report
A calm morning summary of what Companion did while you slept. Leads qualified, outreach sent, replies received, meetings booked, CRM records updated, risks flagged. High-signal, not a notification dump. You start the day with answers, not a queue.
Order processing accelerator
Close to cash in hours, not weeks. Quotes auto-drafted from comparable closed-won deals in under a minute. Orders stuck in review >72h self-flag with action buttons. When the deal clears, fulfillment inherits the AE's deal notes, customer preferences, and SLA promises — zero dropped context.
Shipment intelligence
Your customers know where their order is before they ask. Live FedEx, UPS, and XPO feeds. Delays trigger proactive customer notifications and — only when account-critical — a ping to the AE. Weather exceptions reroute automatically. Deliveries log proof-of-delivery straight to the deal record.
The wedge nobody else has.
Cross-role. Embedded. Owned. The combination is the moat.
Owned, not rented
We run the Companion for you on dedicated hardware — fully managed. No per-seat tax, no system for your team to operate, no maintenance on your side.
Dual-agent redundancy
Two independent agents validate every critical output. If one drifts, the other catches it. Companion never goes dark on you mid-quarter.
Built to fit, not configured
We don't hand you a generic platform and a 90-day implementation team. We build the Companion around your sales motion, your stack, and your seats.
The honest matrix.
The big names each solve one slice. Sales Companion is the only product built around the full sales department — and the only one you actually own.
| Capability | Gong | Outreach / Salesloft | Clari | Salesforce Einstein | Sales Companion |
|---|---|---|---|---|---|
| Cross-role coverage | AE-heavy | SDR-heavy | Leadership-heavy | All | All — adapts to seat |
| Embedded vs dashboard | Dashboard | Dashboard | Dashboard | Hybrid | Embedded |
| Owned vs SaaS | SaaS | SaaS | SaaS | SaaS | Owned (client hardware) |
| Customizable to workflow | Limited | Limited | Limited | Heavy (with $$$) | Built to fit, not configured |
| Dual-agent redundancy | No | No | No | No | Yes |
The wedge: cross-role + embedded + owned. Nobody else has the combination.
Built and deployed per organization.
Sales Companion is not a per-seat SaaS license you rent forever. It's a system we build, deploy, and hand to you — including the hardware it runs on.
A one-time build engagement scoped to your sales motion and stack. Includes the dedicated hardware Companion runs on — yours to own.
- 75% at signing
- 25% at Week 5 — Companion online and operating against your team
Starts Week 5. Covers continuous improvement, model tuning, dual-agent operations, uptime monitoring, and the iteration loop that keeps Companion calibrated as your motion evolves.
- No per-seat tax — coverage scales with your team for free.
- Owned hardware — you don't lose Companion if the contract ends.
- Sized to org, not seats. Talk to us.
Directional only. Final pricing scoped during discovery — sized to your motion, not a tier list.
Show us your sales motion.
We'll show you the Companion.
30 minutes. We look at how your team actually works today, where the admin tax is eating selling time, where the forecast loses confidence — and we tell you whether Sales Companion is the right fit.