Twin-Sales capabilities
So, what can Twin-Sales do?
Find best-fit accounts, reach them in your own selling voice, and close on a forecast that holds up.
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 search
Every result scored against your stored ICP, not a generic firmographic filter.
Job-change signals
Know the moment a champion moves to a new company — a warm door that just opened.
Bulk import
Bring 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-enrichment
Title, company, and firmographic data filled in automatically — no manual research.
Live fit scoring
Every contact scored against your ICP the moment they enter your CRM.
Negotiation coach built in
The 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 setup
Company basics, ICP arrays, and competitive context captured in a guided 4-step wizard.
Grounds every feature
ICP scoring, sequence generation, and company research all read this one profile.
Never guessed
Classification 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 sync
HubSpot and Salesforce contacts and deals reconcile automatically, both directions.
Sheets connector
Keep working from a spreadsheet while Twin-Sales stays perfectly in sync behind it.
No manual exports
Data moves on its own schedule — no more CSV round-trips between systems.
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 mailbox
Sends through your connected Gmail or Outlook — replies land in a thread your prospect already recognizes.
Reply queue routing
Every reply is classified and routed — interested, objection, or out-of-office — automatically.
Proven templates carry forward
A 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 calendar
Real availability, not a static link that leads to double-booking.
Auto-follow-up on booking
A booked meeting fires the next step in your workflow automatically.
One link per prospect
Personalized 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 bus
Stage changes, replies, meetings, and renewals all emit real events other automations can react to.
Branching logic
Conditions and branches, not just a linear drip sequence.
Scheduled sends enforced
A 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. actual
Live attainment percentage against the targets you actually set, not a vanity dashboard.
Rep effectiveness
Calls, connects, emails, and meetings booked — the funnel from activity to closed-won.
Click-to-call logging
Every logged call feeds the same effectiveness numbers automatically.
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 + BANT
The three major qualification frameworks, as real structured fields on the deal, not free text.
Buying committee mapped
Every stakeholder's role captured, even ones surfaced only in conversation intelligence.
Exit criteria enforced
A 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 guessed
A real score derived from deal activity and progression, not a rep's optimism.
Distinct from ICP fit
Fit measures the account; health measures whether this deal is actually moving.
Refreshed automatically
Recalculated 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 paths
Hold-firm, trade, and walk-away — each with a draft ready to send.
Objection library
Every recorded objection tracks occurrence and win-rate, so you know what response actually works.
Discount guardrails
Discounts 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 routing
Requests at or below your floor approve automatically — no bottleneck on routine deals.
Decision trail kept
Every approve or reject carries a note, permanently attached to the deal.
Give/get tracked
Concessions traded for a discount are recorded, not forgotten after the call.
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 rates
Stage-by-stage win rates learned from your own closed history, not an industry average.
Multi-currency
Every deal normalized to one base currency for a forecast that actually adds up.
Nightly snapshots
A 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 pricing
Quantity, unit price, and billing period roll up into real MRR/ARR automatically.
Per-rep or team quotas
Monthly, quarterly, or yearly targets, tracked against real closed revenue.
Revenue type aware
One-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 leaderboard
Role-scoped rankings so managers and reps both see the numbers that matter to them.
Win-loss by competitor
Loss reasons and competitor mentions rolled up, not buried in call notes.
Funnel-leakage report
Entered-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 reminders
A configurable reminder window means a renewal date is never a surprise.
SLA escalation
An overdue task escalates automatically instead of aging quietly in a queue.
Round-robin routing
New leads route to the right rep in rotation, with no manual assignment step.
