Live web-grounded briefings
On Growth and above, AI-powered live search scans the web and returns WHY NOW, PITCH ANGLE, and ENTRY POINT for each account—using your CRM context, not generic prompts.
Pipeline Intelligence puts live AI intelligence on every account—briefings, market signals, and next-step angles grounded in your stages, notes, and corporate goals. Not a bolt-on chatbot: intel lives inside the CRM your reps already use.
Screenshots from the live CRM—dashboard, funnel board, and per-account AI intel your reps use every day.
The product is not “AI somewhere in the stack.” It is live intelligence on the deals you are trying to win—refreshed when the market moves and tied to pipeline stage.
On Growth and above, AI-powered live search scans the web and returns WHY NOW, PITCH ANGLE, and ENTRY POINT for each account—using your CRM context, not generic prompts.
Refresh live signals across the workspace: products, locations, milestones, and a narrative your reps can use on the next call—without leaving Pipeline Intelligence.
From trial (25 runs) to Ultra (1,200/month), every plan is priced around how much live intelligence your team needs—not seat count alone.
Pipeline management, collaboration, and security—so live AI intel has a single home on every account.
The core value: live briefings and signals on prospects in your funnel—grounded in segment, stage, spend, and notes. Upgrade for live web search–backed intel.
One-click intel on any account; saved to the record for the whole team. Starter tier uses CRM-only synthesis; Growth+ adds live search.
Kanban by stage from New to Closed. Drag accounts forward and keep the whole team aligned on momentum.
Each customer organization gets isolated data, branding, billing, and user roster. Platform admins provision new tenants in minutes.
Admins manage users, passwords, import/export, and subscriptions. Reps stay focused on selling.
Attach contracts, SLAs, and compliance files per account. Full activity timeline for every touchpoint.
From signup to insight in three steps — no IT project required.
Self-serve signup — company name, email, and password. Instant 14-day trial with 25 intel runs (1 seat).
Import accounts or add prospects manually. Assign reps, stages, priorities, and follow-up dates.
Run account dossiers before calls, refresh live signals on priority deals, and let intel follow the pipeline—not a separate research tab.
Every tier is defined by intel runs per month and whether you get live web search. Pick the velocity your pipeline demands.
Annual billing saves ~17%. Solo: start free trial online, then upgrade in-app via Security → Plan & usage → Subscribe (Stripe). Pick Starter, Growth, Pro, or Ultra when you are ready.
Growth, Pro, and Ultra enterprise packs with shared intel pools and per-seat discounts. Annual invoicing. Provisioned by our sales team after you submit an inquiry.
Enterprise expectations for authentication, isolation, and data lifecycle.
Passwords never stored in Firestore. Industry-standard login, reset flows, and optional email verification for workspace users.
Prospects, users, and billing live under tenants/{id} with Firestore
rules enforcing roster membership.
Intelligence and admin actions require verified ID tokens. Quotas and audit events tracked on the server.
Admins export tenant JSON for compliance. Platform owners can purge customer workspaces when contracts end.
Start a 14-day trial with 25 intel runs, or sign in to refresh live briefings on the accounts you are working to close.