The deal
working platform.

Every action creates a deal-specific plan tailored to the prospect’s buying process, your internal selling process & templates, and the situation at hand.

Everything is done for the team.
They just approve it.

See it in action
Call completed Plan building Ready to approve
Salesforce
Gmail
Slack
Google Calendar
Google Drive

Iron Clad — Demo debrief

Generating plan
  • Demo completed — reading the call transcript
Your process. Every deal.
SEE IT IN ACTION

Your process. Every deal. Handled.

You bring the way you sell. We take care of the work.

Your sales process

Your process. The starting point.

Build your internal sales process, stage by stage. Bring your templates, playbooks, and the way your team sells. BlueReef puts them to work on every deal.

Explore how it works
BlueReef's sales process builder: Discovery, Demo, Proposal and Close, each with your own templates and actions
YOUR PROCESS, INSIDE BLUEREEF
Your stages. Your templates. Your way of selling.
The deal-specific plan

Every action gets a tailored plan.

A call ends. An email lands. A meeting moves. BlueReef combines that moment with the prospect’s buying process and your own selling process to prepare what happens next.

Iron Clad — Demo debrief

Generating plan
  • Demo completed — reading the call transcript
Interactive product preview. Sample deal data.
Your approval

The work is done. Just approve it.

Follow-ups, prep, updates, and next steps are ready for review. No prompting. No separate deal chat windows. With 40+ deals in the pipeline, that’s 40+ context windows your reps don’t have to manage.

You stay in control. Nothing goes out without approval.

Iron Clad — Demo debrief

2:37 PM
373

Demo with Jordan Patel + Maya Chen wrapped on a forward note — procurement loop-in agreed, technical deep-dive booked for Tue May 6.

  • Send recap email to Jordan Patel
  • Persist call debrief
  • Sales call analyzer — today's demo
  • Send follow-up — security review evidence pack
  • Send Value Touchpoint email in 3 days
  • Rewrite running deal memory
  • Prep doc — Tue May 6 technical deep-dive
  • Calendar invite — Technical deep-dive
  • Set board status: on_track
  • Slide deck — Tue May 6 technical deep-dive
  • Advance path-to-close grey dots
  • Stamp next-meeting milestone — Tue May 6
  • Log meeting on Iron Clad opportunity
  • Log CRM note: demo outcome + next steps
Interactive product preview. Sample deal data.

Stop managing deals in your head.
Start closing them.

Once a deal plan is approved, we kick it into action and track every step in one clear timeline, so you always know where the deal stands.

Your pipeline, in one place.Product preview / sample deals
Today
Vertex Labs
$120kOn Track
Helio Industries
$85kOn Track
PineRoot
$60kOn Track
Cobalt & Co
$150kOn Track
Iron Clad
$84kNew Plan
Mariner Group
$45kAwaiting Rep
Westgate Holdings
$72kAt Risk
MeetingPhone callPath to closeCloseToday
Every action connected Every next step visible Every rep in control

Double your team’s
bandwidth.

More time with buyers. Less time getting ready,
catching up, and keeping the systems in sync.

Meeting prepExplore
BlueReef Meeting prep product view
The full deal context.
Already in the work.

The follow-up is already drafted.

Recaps and relevant resources, shaped by the conversation and ready to approve.

Start the day with work done.

Agent-ready tasks move forward while reps focus on the conversations that matter.

A connected team. A clear picture.

See what was created, approved, and completed across every rep’s workspace.

THE REST OF YOUR REVENUE MOTION

Automate your
entire GTM.

From the first account to the next meeting.
Put our free prompts to work on the stack you already have.

Explore free prompts

A little more
clarity.

Visit the BlueReef library
What do BlueReef agents actually do?

They watch every deal for what matters — a call that wraps, an email that lands, a meeting that books — then handle the prep, follow-ups, and CRM updates automatically. Your reps sell. Everything else is done for them.

How does the agent learn our sales motion?

You define it. Your sales process is built in BlueReef — the stages, what each one requires, and the resources it carries — and every agent follows it. Teams can each run their own process, so enterprise, mid-market, and SMB aren't forced into one template. From there, any piece of content the agent produces is yours to shape: attach a prompt to steer how it's written, or a template to lock the format.

Can reps and managers override what the agent does?

Always. Every drafted email, CRM update, and suggested next step is reviewable before it ships. Reps approve, edit, or skip. Managers see the full audit trail. The agent never sends without sign-off you've explicitly enabled.

How long does rollout take?

Most teams are live in 5–10 business days from contract. Agent runtime, CRM sync, and integration mapping happen in parallel — your reps don't wait on procurement to start seeing value.

Are you a CRM?

Not at all. BlueReef sits on top of Salesforce or HubSpot and writes back bi-directionally. Reps stay in their existing flow; the agent does the work that used to land in their inbox.

Give your team
room to sell.

The work between conversations is covered.

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