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How it works

Live on the lattice within a day

No six-week migration project. Connect sources, watch cells fill, refine with your team.

01

Day 0 — Connect

Authorize email and calendar. Cltie begins reading recent activity in the background.

02

Day 1 — Lattice forms

Accounts appear as cells with early status tags. You confirm owners and stages.

03

Days 2–4 — Signals calibrate

AI urgency scores settle. Morning priorities start matching how your team actually sells.

04

Week 2 — Team rhythm

Handoffs, briefs, and weekly reports become habit. New reps onboard from the same board.

Onboarding included

During your trial period, a Cltie guide in Toronto helps you wire integrations and read the first lattice together.

  • 45-minute kickoff call
  • Assisted source connection
  • First-week lattice review
  • English materials and short videos

Start your trial period

14 days with onboarding included.

Request access