One platform
All 16 capabilities.
One coherent twin.
Every feature shares the same Identity Matrix — your voice, your ICP, and your pipeline flow through everything automatically.
ICP-Grounded Lead Discovery
Best-fit accounts, not a random list
Contact Intelligence
Know who you're calling before you dial
Sales Identity Profile
Your twin learns exactly what and how you sell
HubSpot, Salesforce & Sheets Sync
Your existing CRM, kept in sync automatically
Email Sequences
Multi-step outreach, written and sent in your voice
Booking Pages
Every prospect gets a calendar link that just works
Automation Workflows
Real branching automation, not a static drip
Activity Goals & Rep Effectiveness
Know if effort is actually converting
Deal Discovery Methodology
One living record instead of scattered call notes
Deal Health Score
A real-time signal, not a gut feeling
Negotiation Copilot
A strategy card the moment a deal gets tense
Discount Approval Workflow
Discipline on price, without the email chain
Forecasting & RevOps
A forecast built on real history, not hope
Quotas, Products & Line Items
Real revenue math, not a single deal amount
Leaderboard & Win-Loss Analytics
See exactly where deals are actually leaking
Renewal & SLA Automation
Nothing renews or breaches an SLA silently
Prospect
ICP-Grounded Lead Discovery
Best-fit accounts, found and scored automatically
ICP-Grounded Lead Discovery
Best-fit accounts, not a random list
Search for new prospects grounded in your actual ideal-customer profile — titles, industries, company size, and buying-intent keywords — with bulk import and job-change signal detection built in.
- ICP-scored searchEvery result scored against your stored ICP, not a generic firmographic filter.
- Job-change signalsKnow the moment a champion moves to a new company — a warm door that just opened.
- Bulk importBring in a list from anywhere and get it scored against your ICP instantly.
Contact Intelligence
Know who you're calling before you dial
Every contact is enriched and scored automatically — fit, engagement, and buying signals rolled into one number, with an AI negotiation coach ready the moment a deal gets tense.
- Auto-enrichmentTitle, company, and firmographic data filled in automatically — no manual research.
- Live fit scoringEvery contact scored against your ICP the moment they enter your CRM.
- Negotiation coach built inThe same AI that scores fit also drafts your negotiation strategy when a deal needs it.
Sales Identity Profile
Your twin learns exactly what and how you sell
A guided onboarding captures your product, pricing, ICP, and competitive context once — then every score, sequence, and proposal is grounded in your real business, not a generic template.
- One-time setupCompany basics, ICP arrays, and competitive context captured in a guided 4-step wizard.
- Grounds every featureICP scoring, sequence generation, and company research all read this one profile.
- Never guessedClassification fields stay empty rather than being silently assumed when you haven't told the twin yet.
HubSpot, Salesforce & Sheets Sync
Your existing CRM, kept in sync automatically
Two-way sync with HubSpot and Salesforce, plus a Google Sheets connector for teams not ready to switch tools — contacts and deals stay current without manual exports.
- Two-way CRM syncHubSpot and Salesforce contacts and deals reconcile automatically, both directions.
- Sheets connectorKeep working from a spreadsheet while Twin-Sales stays perfectly in sync behind it.
- No manual exportsData moves on its own schedule — no more CSV round-trips between systems.
Outreach, booking, and follow-up in your voice
Email Sequences
Multi-step outreach, written and sent in your voice
Draft and send full sequences through your own Gmail or Outlook, with a shared reply queue so every response — interested, objection, or bounce — routes to the right next step automatically.
- Your own mailboxSends through your connected Gmail or Outlook — replies land in a thread your prospect already recognizes.
- Reply queue routingEvery reply is classified and routed — interested, objection, or out-of-office — automatically.
- Proven templates carry forwardA sequence that already converted keeps its lineage as new templates are built from it.
Booking Pages
Every prospect gets a calendar link that just works
Each prospect gets a personal booking page synced to your real calendar — no back-and-forth over available times, and a booked meeting automatically fires your follow-up workflow.
- Synced to your calendarReal availability, not a static link that leads to double-booking.
- Auto-follow-up on bookingA booked meeting fires the next step in your workflow automatically.
- One link per prospectPersonalized booking pages, not one generic company-wide link.
Automation Workflows
Real branching automation, not a static drip
An event bus records every real change — stage moves, replies, meetings booked — and drives declarative workflows with branches, delays, and conditions, mirroring the marketing engine's journey builder.
- Real event busStage changes, replies, meetings, and renewals all emit real events other automations can react to.
- Branching logicConditions and branches, not just a linear drip sequence.
- Scheduled sends enforcedA follow-up delay you set is actually honored — no email sent a minute early.
Activity Goals & Rep Effectiveness
Know if effort is actually converting
Set weekly or monthly call, email, and meeting targets — per rep or team-wide — and see goal-vs-actual plus real activity-to-meeting and meeting-to-won conversion rates.
- Goal vs. actualLive attainment percentage against the targets you actually set, not a vanity dashboard.
- Rep effectivenessCalls, connects, emails, and meetings booked — the funnel from activity to closed-won.
- Click-to-call loggingEvery logged call feeds the same effectiveness numbers automatically.
Methodology, health, and negotiation for every deal
Deal Discovery Methodology
One living record instead of scattered call notes
SPIN, MEDDPICC, and BANT fields live on every deal as one structured record — with a quantified pain value and a mapped buying committee, so nothing depends on someone's memory.
- SPIN + MEDDPICC + BANTThe three major qualification frameworks, as real structured fields on the deal, not free text.
- Buying committee mappedEvery stakeholder's role captured, even ones surfaced only in conversation intelligence.
- Exit criteria enforcedA stage can require documented pain before a deal is allowed to advance.
Deal Health Score
A real-time signal, not a gut feeling
Every deal carries a computed health score distinct from ICP fit — a live read on whether this specific opportunity is actually progressing, refreshed nightly and after every meaningful update.
- Computed, not guessedA real score derived from deal activity and progression, not a rep's optimism.
- Distinct from ICP fitFit measures the account; health measures whether this deal is actually moving.
- Refreshed automaticallyRecalculated nightly and after every meeting-notes update — always current.
Negotiation Copilot
A strategy card the moment a deal gets tense
Hold-firm, trade, or walk-away — three ready paths with in-voice drafts, grounded in this account's real signals, plus an objection library that tracks win rate whenever a response is actually used.
- Three ready pathsHold-firm, trade, and walk-away — each with a draft ready to send.
- Objection libraryEvery recorded objection tracks occurrence and win-rate, so you know what response actually works.
- Discount guardrailsDiscounts under your floor auto-approve; anything below it routes for a real decision.
Discount Approval Workflow
Discipline on price, without the email chain
A rep requests a discount against a floor you set; anything within bounds approves itself, anything below it routes to a real decision-maker with a note — every decision logged for good.
- Floor-aware routingRequests at or below your floor approve automatically — no bottleneck on routine deals.
- Decision trail keptEvery approve or reject carries a note, permanently attached to the deal.
- Give/get trackedConcessions traded for a discount are recorded, not forgotten after the call.
Forecasting, quotas, and analytics that hold up
Forecasting & RevOps
A forecast built on real history, not hope
Win probabilities learned from your own closed deals, multi-currency normalization, and forecast-category roll-ups — snapshotted nightly so forecast-vs-actual is always answerable.
- Learned win ratesStage-by-stage win rates learned from your own closed history, not an industry average.
- Multi-currencyEvery deal normalized to one base currency for a forecast that actually adds up.
- Nightly snapshotsA point-in-time capture every night makes forecast-vs-actual a real, answerable question.
Quotas, Products & Line Items
Real revenue math, not a single deal amount
A product catalog with quantity × unit price × billing period, quota attainment per rep or team, and cached MRR/ARR — the numbers a real RevOps function actually needs.
- Line-item pricingQuantity, unit price, and billing period roll up into real MRR/ARR automatically.
- Per-rep or team quotasMonthly, quarterly, or yearly targets, tracked against real closed revenue.
- Revenue type awareOne-time, recurring, or mixed deals are distinguished, not lumped into one number.
Leaderboard & Win-Loss Analytics
See exactly where deals are actually leaking
A rep leaderboard, win-loss breakdown by competitor and loss reason, and a stage-by-stage funnel-leakage report — entered versus advanced, so you know precisely which stage is the problem.
- Rep leaderboardRole-scoped rankings so managers and reps both see the numbers that matter to them.
- Win-loss by competitorLoss reasons and competitor mentions rolled up, not buried in call notes.
- Funnel-leakage reportEntered-vs-advanced at every stage — the exact point deals stall.
Renewal & SLA Automation
Nothing renews or breaches an SLA silently
Renewal dates trigger reminders automatically, overdue manual tasks escalate on their own schedule, and round-robin routing assigns new leads to the right rep — all driven by the same real-time event bus.
- Renewal remindersA configurable reminder window means a renewal date is never a surprise.
- SLA escalationAn overdue task escalates automatically instead of aging quietly in a queue.
- Round-robin routingNew leads route to the right rep in rotation, with no manual assignment step.
