The Complete Presales Platform
Everything you need to automate presales—from call recording to proposal generation, competitive intelligence to deal analytics.
AI Call Intelligence
Turn every sales call into actionable insights with AI-powered analysis
Automatic Transcription
Real-time transcription with speaker identification for Google Meet, Zoom, Teams
Sentiment Analysis
Track customer sentiment throughout the call with timeline visualization
Talk Ratio Analytics
Measure customer vs. seller speaking time to optimize conversations
Key Moment Detection
AI identifies important moments, objections, and buying signals
Meeting Engagement Score
Get a 0-100 score for every meeting with coaching recommendations
Interruption Tracking
Monitor speaking patterns to improve conversation quality
Proposal Automation
Generate professional proposals in minutes, not hours
AI Proposal Generation
Auto-generate proposals from call transcripts with one click
10+ Section Types
Cover page, executive summary, scope, timeline, pricing, and more
Drag-and-Drop Editor
Customize proposals with an intuitive drag-and-drop interface
AI Section Enhancement
Regenerate or improve any section with AI assistance
Multi-Format Export
Export to PDF, DOCX, HTML, or Markdown formats
Proposal Analytics
Track views, downloads, and section engagement
Requirements Extraction
Automatically capture and organize client requirements
AI Requirements Capture
Extract requirements automatically from call transcripts
Priority Classification
Categorize requirements as high, medium, or low priority
Status Tracking
Track pending, approved, and rejected requirements
Manual Additions
Add and edit requirements manually when needed
Reordering & Management
Organize requirements with drag-and-drop reordering
Requirements Analytics
Get insights on requirement patterns across deals
Digital Sales Rooms
Create branded microsites for client engagement
Branded Client Portals
Create personalized sales rooms for each deal
Multi-Content Support
Share documents, videos, proposals, and POCs in one place
Visitor Registration
Capture visitor information and track engagement
Password Protection
Secure sensitive content with password access
Engagement Analytics
Track page views, downloads, and time spent
Action Plans
Assign and track action items with stakeholders
POC Generation
Automatically generate proof-of-concept deliverables
AI POC Creation
Generate POCs automatically from meeting discussions
Wireframe Generation
Create wireframes and mockups automatically
Code Sample Generation
Generate code samples and API documentation
Architecture Diagrams
Auto-generate technical architecture diagrams
Preview Deployment
Deploy POC previews with time-limited access
Asset Management
Organize and version POC assets effectively
Competitive Intelligence
Win more deals with comprehensive competitive insights
Competitor Database
Build and maintain a database of competitors
Battle Cards
Quick-reference cards for competitive positioning
Threat Assessment
Evaluate competitive threats by deal
Win/Loss Analysis
Learn from won and lost deals against competitors
Positioning Insights
AI-powered competitive positioning recommendations
Objection Responses
Ready-made responses to competitive objections
Stakeholder Management
Map and manage complex buying committees
Stakeholder Mapping
Visualize the buying committee for each deal
Role Identification
Identify decision makers, influencers, and blockers
Sentiment Tracking
Track stakeholder sentiment over time
Interaction History
Log all interactions with each stakeholder
Organization Charts
Visualize organizational hierarchy
Relationship Mapping
Understand stakeholder relationships
RFP & RFI Automation
Respond to RFPs faster with AI assistance
RFP Management
Organize and track all RFP responses
Section-Based Organization
Break down RFPs into manageable sections
AI Auto-Fill
Use AI to suggest answers from your knowledge base
Progress Tracking
Monitor completion status by section
Question Bank
Build a library of common Q&A for reuse
Team Collaboration
Assign sections to team members
Analytics & Reporting
Data-driven insights to improve performance
Deal Analytics
Track pipeline value, stages, and probability
Conversion Funnels
Analyze conversion rates by stage
Sales Cycle Analysis
Understand and optimize sales cycle length
Win/Loss Tracking
Learn from successful and lost deals
Team Performance
Compare rep performance and identify coaching needs
Custom Reports
Build custom reports for your needs
LinkedIn Outreach
Scale your LinkedIn prospecting with AI
Campaign Management
Create and manage outreach campaigns
AI Sequence Templates
Generate personalized message sequences
Prospect Management
Import and manage prospect lists
Response Tracking
Monitor response and connection rates
Conversation Tracking
Keep track of all LinkedIn conversations
HeyReach Integration
Native integration with HeyReach platform
Knowledge & Training
Enable your team with the knowledge they need
Knowledge Base
Searchable repository of sales content
Sales Playbooks
Step-by-step guidance for every scenario
Discovery Questions
Role and stage-specific discovery questions
Objection Handlers
Ready responses for common objections
Training Modules
Self-paced training content
Certifications
Track team certifications and progress
CRM Integrations
Keep your CRM in sync automatically
HubSpot Integration
Two-way sync with deals, contacts, and activities
Salesforce Integration
Sync opportunities, contacts, and activities
Pipedrive Integration
Connect with Pipedrive pipelines
Auto-Match Transcripts
Automatically link transcripts to CRM deals
Activity Logging
Log all activities to CRM automatically
Field Mapping
Custom field mapping for your workflow
Team Collaboration
Work together seamlessly across your organization
Slack Integration
Get notifications and updates in Slack
Teams Integration
Microsoft Teams notifications and posting
Email Sequences
Automated email drip campaigns
Calendar Integration
Sync with Outlook and Google Calendar
Task Management
Assign and track tasks across team
Notion Integration
Sync knowledge with Notion
AI & Automation
Powered by multiple AI providers for best results
Multi-LLM Support
Claude, GPT-4, Perplexity, DeepSeek, and more
Automatic Failover
Seamless switching between AI providers
Cost Optimization
Smart routing to optimize AI costs
Custom Prompts
Customize AI behavior for your needs
A/B Testing
Test different AI configurations
Usage Analytics
Track AI usage and costs
Security & Compliance
Enterprise-grade security for your data
SOC 2 Type II
Certified SOC 2 Type II compliance
End-to-End Encryption
Data encrypted in transit and at rest
Role-Based Access
Granular permission controls
SSO Support
Single sign-on for enterprise teams
Audit Logging
Complete audit trail of all actions
GDPR Compliant
Full GDPR and privacy compliance
Chrome Extension
Capture calls without leaving your browser
One-Click Recording
Start recording with a single click
Meeting Detection
Auto-detect and start recording meetings
Real-Time Insights
View insights during the call
CRM Overlay
View deal info directly in your browser
Multi-Platform Support
Works with Meet, Zoom, Teams, Webex
Offline Support
Continue working without connection
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