The follow-through, done for you.
Calendar invites, agendas, recap emails, meeting prep, call debriefs, and CRM updates — all handled by your agents, following your sales process. You review and approve; nothing reaches a buyer on its own.
Iron Clad — Demo debrief
Demo with Jordan Patel + Maya Chen wrapped on a forward note — procurement loop-in agreed, technical deep-dive booked for Tue May 6.
A live look at how deal plans are generated — the agents stream their work, then hand you the plan to approve.
Before the meeting
Calendar invite with a proper agenda, a prep doc for the call, and reminders that follow your sales process stage by stage.
After the call
The debrief writes itself from the transcript, the recap email goes out on your approval, and follow-ups are queued with send delays.
In the CRM
Notes logged, stages advanced, next steps stamped — the record stays clean without a rep touching a form.
Automation that follows your sales process.
Every automation runs against the sales process you define — the stages, the checkpoints, the resources each stage carries. Teams build their own templates, so enterprise, mid-market, and SMB each follow the process that fits.
Stop doing the admin. Keep the control.
See a week of your own follow-through drafted, queued, and waiting on one approval.