All tools
Operations
Revenue Operating System
Owners, sellers, consultants
An AI agent layer over your VIP roster: a ranked who-to-call-today list, drafted follow-ups, one-click proposals, and expansion triggers — lead-to-cash without CRM busywork.
What you can do
- Add opportunities and link them to VIP contacts
- Build today's ranked action list from value × probability × decay
- Draft the follow-up email, text or call script
- Generate a one-page proposal from any deal
- Track proposal status through to accepted
Use it when you want to
- Start every morning with a list instead of a blank CRM
- Never let a warm deal go quiet for three weeks
- Send a real proposal the same day the client asks
Tour
1. Who to call today
Deals and overdue VIP relationships ranked by value, probability and how stale they've gone.
2. Lead to cash
Keep stages and next steps current — the ranking is only as good as this.
3. Proposals in one click
Any deal can become a one-page proposal: outcome, scope, timeline, price, acceptance.