Pipeline, quoting and outbound on the same ledger as your invoices.
Apollo-powered lead discovery, a full CPQ studio and automated email sequencing run against the same customer records your finance team already uses.
Core Capabilities
From cold record to signed order.
Prospecting, quoting and contracting share one customer object, so nothing is retyped between stages.
Apollo Lead Discovery
Prospect search and firmographic enrichment pull qualified records directly into the pipeline with contact data attached.
AI SDR Email Automation
Configurable agents run multi-touch sequences in your own tone, ingest replies and draft follow-ups for rep approval.
CPQ Studio
Tiered quote construction with live margin tracking, optional line items and branded PDF output in a click.
Client 360
Every invoice, ticket, quote and email thread for an account resolved into one screen.
Visual Pipeline Board
Drag-and-drop stages you define yourself, with deal velocity and weighted value surfaced per column.
Meeting Scheduling
Public booking pages tied to rep availability and calendar sync, so a prospect books without an email exchange.
Quote to Cash
The handoff that usually breaks.
Quote becomes order becomes invoice
An accepted quote converts to a sales order and then an invoice against the same records, so revenue recognition starts from the signed document.
Margin visible before signature
CPQ prices against real item cost, so a rep sees the margin consequence of a discount while the deal is still open.
AI outbound on the rep timeline
Agent-sent emails and booked meetings appear on the assigned rep's timeline, keeping automated and human touches in one history.
Build a quote and watch it become an invoice.
Fourteen days with CPQ Studio, the pipeline board and AI outbound fully unlocked.