
Pipeline and forecast
- Daily pipeline and forecast reportEvery weekday 8am
- Stalled and slipped deal alertsWhen close dates move or deals go quiet
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Work with Claude or Codex in a shared Space connected to your CRM, ad accounts, analytics, lifecycle email, and the rest of your stack.
Space Templates
Type reports the pipeline, routes and follows up on every lead, watches spend and CAC, and keeps the funnel numbers your team argues about in one place.









Control access via OAuth and encrypted API keys, revocable at any time




Self-learning
Shared memory easily searchable by any AI.
Self-improving
AI that reviews its work and updates itself.
You own your data, forever
Export or delete your data at any point.
We set it up live: your first Space, its skills and automations, and your CRM, ads, analytics, and lifecycle connections.