Capture, a unified record, drafts in your voice, account research, an honest pipeline, and earned autonomy — in one fast, keyboard-first surface.
Capture everything, automatically.
Calls, emails, chats, and product events — transcribed, understood, and written to the record the moment they happen. The agent is always working.
Zero notes typed. Nothing missed.
- Call2mCall with Maya Reyes endedLogged 3 action items · advanced deal to Negotiation
- Product14mMaya viewed pricing 4× in 10 minFlagged buying intent · nudge drafted
- Email31mReply from Tomás · Atlas LogisticsAnswered in your voice · waiting on you
- Chat1hChat: “can we do net-60?”Updated deal terms · looped you in
The CRM that fills itself.
One living record per account — stage, next step, budget, intent — each field traced to where it came from. No forms, no end-of-day cleanup.
A source of truth that’s actually true.
- ChampionSofia Marin · VP Eng from call
- PlanScale · 24 seats from product
- Health81 · rising from product
- Asked forSSO + SAML from chat
- Next stepBook a QBR from call
Drafts in your voice, not a robot’s.
Reads the full thread, matches your tone, and has the reply waiting before you ask. Nudge it warmer or shorter and it remembers.
The reply is ready. You just decide.
Hi Sofia — great to see the team growing on Scale. SSO with SAML is ready to switch on; I've sent the setup guide and can hop on a quick call to roll it out to everyone.
Account research, with receipts.
Who they are, your history, the open deal, the people on the other side — gathered from HubSpot and shown line by line, so you trust it before you send.
Every claim traces to a source.
- ChampionSofia Marin · VP Enggraph
- Last touchOnboarding call · 2 days agograph
- UsageActivated SSO · seats +40%graph
Capture everything. Expose nothing.
- Names, companies, phone numbers, and signatures are stripped before a single token reaches a model.
- Call capture is opt-in per call, with consent built in — you control retention and can delete anything.
- Read the exact, redacted prompt before it sends. Nothing is sold or trained on.
Follow up with [FIRST NAME] at [COMPANY] after the call on [DATE]. They asked about [PROJECT]; their number is [PHONE]. Keep it short and warm.
And the rest of the panel.
The capabilities that turn a clever assistant into a tool you stop thinking about.
Pipeline & forecast
Stages and amounts move as deals move, so the number is real without a Friday cleanup.
Auto follow-ups
Charm tracks who owes what and drafts the nudge on time — no deal dies in your inbox.
Ask your data
Ask a question across calls, emails, chats, and the CRM; get the answer with its sources.
Keyboard-first
A command for everything — capture, draft, send, advance — without the mouse.
Open models
Run on Claude, GPT, Gemini, or DeepSeek — your key or ours, per task.
Earned autonomy
Hand off the easy actions once you’ve watched it get them right. Always reversible.