Walk into every meeting informed.
The decision-makers and accounts in your CRM, briefed weekly. Leadership moves, funding events, hiring spikes, and the signals that make an account buyable, ready before the next call.
- Weekly account briefs on every named account in your CRM
- Decision-maker map per account, kept current as roles change
- One-page meeting-prep digest before scheduled calls
Get a sample brief
Tell us one account in your pipeline and we will send you a real CRM intelligence brief on it. No call needed first.
The CRM has the contact. It does not have the context.
Reps walk into meetings blind
The CRM has the contact, but nothing on what the account has been doing lately, who the new decision-maker is, or what the buying signals look like.
Research is one-off and slow
A rep does an hour of LinkedIn and Google before a big call, then nobody else on the team ever sees what they found.
Buying signals get missed
Funding rounds, leadership changes, expansion announcements, hiring spikes: the news that makes an account buyable lands and nobody on your team sees it in time.
Account plans go stale
Quarterly account reviews rely on whatever the rep remembers. The CRM has not been updated with what is actually happening in the account.
Every account, briefed before it is needed.
Weekly account briefs
Every named account in your CRM gets a short weekly digest: leadership moves, funding, product news, hiring, and the signals that matter for your offer.
Decision-maker tracking
We map the buying committee for each account and flag when someone joins, leaves, or changes role, so the rep knows before the next call.
Meeting-prep digests
Before a scheduled meeting, the rep gets a one-page brief: who they are meeting, what the company has been doing, and the questions the buyer is likely to ask.
Signal alerts
Funding events, expansion news, RFP announcements, leadership changes: pushed to the right rep in Slack or email the day they break.
Set up once. Briefs land every Monday.
Connect your CRM
We connect HubSpot, Salesforce, Pipedrive, Attio, or Close. We pick the accounts and contacts to cover and the signal sources to watch.
Build the first briefs
Your reps get a sample brief on a real account in their pipeline so you can see the format and depth before turning it on for the whole list.
Weekly rhythm
Every Monday the briefs land. Reps walk into the week informed. Account plans stay current without anyone manually updating the CRM.
Questions before you ask us.
- How is this different from a sales-intelligence tool?
- Off-the-shelf tools surface raw signals. CRM intelligence is the briefing on top: written for your reps, tied to your accounts, focused on what you sell. The format is closer to a journalist's report than a feed of alerts.
- Which CRMs do you support?
- HubSpot, Salesforce, Pipedrive, Attio, and Close are wired today. If your CRM is something else, tell us in the form and we will confirm whether a connector is feasible.
- Where does the source data come from?
- Public, lawful sources: company websites, press releases, leadership listings, regulatory filings, news, and the buyer's own LinkedIn. No scraping of private data, no data we are not licensed to use.
- Is this a fit for a small sales team?
- Yes. A small team benefits the most because the manual research that gets skipped on a five-rep team is exactly what this fills in. We will tell you on the call if your account list is too thin to be worth it.
Try it on one account in your CRM.
Tell us one account in your pipeline. We will send you a real CRM intelligence brief on it so you can see the depth before deciding.