Standardize your
sales process
Enable your team with powerful blueprints and turn your best salespeople into your standard approach.
Blueprints: Your Sales Playbook
Transform your top performers' strategies into repeatable success with Blueprints.
These step-by-step sales playbooks capture exactly what your best closers do differently.
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Outline precisely what to show, what to say, and when to say it
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Attach relevant files, presentations, and collateral exactly where sales reps need them
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Create different blueprints for various prospect types, industries, or sales scenarios
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Standardize your sales approach while maintaining flexibility for personalization
Blueprints ensure consistent messaging across your entire sales organization while giving new team members a proven path to success.
Demo Builder
Create interactive product demonstrations that highlight your product's true value.
Our intuitive browser extension lets you instantly capture your product in action with a single click, transforming static screenshots into engaging, interactive experiences.
Interactive Demos
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Create clickable, guided experiences that showcase your product's value
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Personalize with custom colors, text, logos, and even custom HTML
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Track engagement with analytics showing hotspots, clicks, and views
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Share instantly through trackable links
Strategic Demo Flows
Group related demos into cohesive flows that guide prospects through your complete value proposition:
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Create segments for different user roles, use cases, or product modules
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Allow prospects to navigate through a structured journey addressing their specific needs
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Embed your demos on landing pages, documentation, and sales emails
Unlike static presentations, interactive demos allow prospects to experience your product's value firsthand, significantly increasing engagement and conversion rates.
Interactive Demo Builder
Strategic Demo Flows
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Sales Proposals That Convert
Transform your closing process with professional, personalized sales proposals created in seconds.
Our AI-powered proposal engine combines your product knowledge with prospect insights to generate compelling documents that move deals forward.
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Generate proposal content automatically based on your company profile and prospect needs
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Customize every element including fonts, text, colors, and imagery to match your brand
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Track every open and interaction with detailed analytics to time your follow-ups perfectly
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Integrate pricing tables, timelines, and terms that can be instantly updated as deals evolve
Our proposal tracking shows exactly when prospects engage with your offer.
Additional Powerful Features
All the tools you need to standardize, scale, and supercharge your sales process
Files Repository
Centralize all your sales collateral in one accessible location.
- •Upload PDFs, presentations, images, and more
- •Organize materials
- •Easily incorporate any file into your blueprints
- •No more hunting through email or shared drives for the latest version of your sales deck
AI Assistant
Our advanced AI delivers actionable insights that drive revenue.
- •Analyze prospect engagement patterns to identify buying signals
- •Suggest winning blueprint improvements based on successful deals
- •Generate compelling sales proposals in seconds based on prospect data
- •Continuously learn from your team's successes to refine recommendations
Deep Personalization
Make every interaction feel custom-built for each prospect.
- •Dynamically insert prospect names, company information, and relevant details
- •Customize colors, images, and logos to match prospect branding
- •Include industry-specific examples and use cases
- •Implement custom HTML for truly unique interactive demos
Calendar Integration
Seamlessly connect with your team's calendars to automatically deploy the perfect blueprint for every meeting type.
Our intelligent calendar sync ensures your team is always prepared with the right materials at the right time.
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Sync with Google Calendar
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Automatically prepare the right talking points, demos, and collateral for each scheduled call
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Receive pre-meeting notifications with prospect information and recommended materials
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Track meeting outcomes and effectiveness to continuously refine your approach
Never walk into a sales call unprepared again.
Standardize your sales process and scale your team
Standardize your sales demos and scale your team