Opportunities
Know who is worth attention today.
Website behaviour, email engagement, how they arrived, whether they match your target customer, and what they said last time. Combined into a recommendation with its reasons visible — so you can disagree with it, which is the point.
Four visits to a pricing page is a fact
It appears as a fact. What you do about it is a judgement, and the platform proposes rather than decides.
Matching your target profile is stated, not weighted
“50+ rooms, Valencia region, uses an incumbent supplier” — the criteria you set, checked individually. Not blended into a number.
Recommended, with two ways to act
Let an agent call, or assign it to a person. Both are one click, and the second is often correct for the biggest ones.
Quiet is also a signal
A prospect who was highly engaged and has gone silent for two weeks is surfaced. Most systems only rank activity upward.
Opportunities
The rest of this area.
Next action first. Stage second.
The workspace
Company, value, stage, owner, next action — and what it is waiting on.
Commercial timeline
One history per account, across every channel.
Stages
Conventional stages, proposed rather than typed.
Reactivation
Your next customer may already know you.
Qualification
A recorded answer to a real question, not a score.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]