Opportunity lattice
Accounts and deals as cells with status, owner, and next action — scannable at a glance.
Features
Capabilities designed around the lattice. No feature sprawl.
Accounts and deals as cells with status, owner, and next action — scannable at a glance.
AI ranks silence, openings, and deadlines so hot cells rise without noisy alerts.
Email, meetings, and notes attach to the same cell — one story per account.
Follow-ups in your tone with context filled in. You review before anything sends.
Before every calendar event, a short brief: last touch, open questions, stakes.
See who owns which cells, load balance, and hand off without losing history.
One page for managers: movement, stuck cells, and follow-ups completed.
Gmail, Outlook, Google Calendar, Microsoft 365, Slack, and CSV import.
14-day trial period.