The signals are in your client conversations. Nothing is reading them.
Your team records calls, logs emails, and updates the CRM. But the pattern that predicts a lost client, a stalled deal, or a cooling relationship sits unread across thousands of conversations. We build the intelligence layer that reads them — configured to your stack, your workflow, your industry. Not a platform you adapt to. A system we build and run for you.
Free 30-minute call. We’ll show you what your data is hiding — whether you’re replacing a platform or building from scratch.Your CRM shows what the team logs. Not what’s real.
The signals are in your client calls and emails. Nothing’s running to surface them.
“Call went well — following up next week.”
Client mentioned a competitor twice, response time has slowed 40%, last three action items unaddressed.
8 active retainer clients, all green.
2 accounts cooling — email engagement dropped, calls declining in frequency. At renewal risk in 60 days.
“Shadowed for 30 days — ready.”
Top performer’s renewal conversation approach worked 4-for-4 last quarter. New AM hasn’t seen it — has a QBR tomorrow.
$14K/year for 10 seats. Same dashboards, same rigid workflows as everyone else.
Your intelligence layer, on your stack, configured to how your team actually works. A fraction of the per-seat cost — and you own the system.
Audit. Build. Run.
Three phases. You see value in the first one.
We analyze your conversations and show you what you’re missing
We take 20–30 of your recorded calls and your CRM data, process them, and deliver a report: your top unaddressed signals, at-risk relationships, engagement gaps, and patterns your team hasn’t seen. The kind of intelligence a dedicated analyst would find — except tuned to your specific context, not generic dashboards.
We configure the system on your stack
We connect your call recordings and CRM, configure the intelligence layer — account health logic, signal extraction, engagement tracking — and set up Slack and email delivery. Your team gets the dashboard and automated notifications.
Intelligence delivered every week, automatically
The system processes new calls and CRM data weekly. Account managers get client health signals. Leaders get retention risk and pipeline visibility. We maintain the system, tune extraction quality, and meet monthly to review what’s working.
Audit engagements typically start at $3–5K. Build and run pricing scoped on the discovery call. For context: off-the-shelf platforms run $100–150/user/month with an annual lock-in. Our engagements typically cost less for a 10–20 person team — and you own the system.
Built for teams where client relationships drive revenue.
Every industry we serve runs a different motion — but the same problem: signals are hiding in conversations nobody has time to read.
Deal risk and forecast gaps hiding in your pipeline calls
Learn more →Client sentiment and renewal risk buried in account calls and emails
Learn more →Job order pipeline and intake call context lost between conversations
Learn more →Engagement pipeline living in partners’ heads, not your CRM
Learn more →Book of business cooling 90 days before renewal — invisible until it’s too late
Learn more →Who we work with.
Teams on HubSpot or Salesforce who need intelligence on what’s happening in client relationships — built for their specific context, not a generic platform they have to adapt to.
Accountable to the number
You need to know which deals are real and which reps are struggling — before it shows up in the forecast.
Still close to the deal
You want to understand what’s actually happening in your pipeline and client relationships — not a summary filtered through two layers of management.
Accountable to retention
You need to know which accounts are at risk before the renewal conversation — not after a client has already started shopping around.
Pipeline lives in your head
The CRM exists but doesn’t tell you which relationships are warming up and which are going quiet. You need that surfaced automatically.
We spent years trying to get our CRM to tell us what was actually happening in our client relationships. It could tell us what the team had logged — not what was really going on. So we started building on top of it. Pulling from call recordings, matching patterns across accounts, writing automations to surface what kept getting missed.
Slowly, things started coming back up. Opportunities that had been sitting quietly in folders of recordings nobody had time to listen to. Context that reps used to have to dig for before every call. Deals that were starting to slip — visible early enough to actually do something about it.
We looked at the platforms out there — good products, but built for everyone. We wanted something that fit exactly how our team sold. So we built it. Now we build it for other teams too.
— Rajeev, co-founderBook a discovery call.
We’ll map out what your data is hiding and what we’d build. 30 minutes. No commitment.
We analyze your actual calls and CRM — you see your own blind spots, not a generic demo. Low commitment, high signal.
Taking on 3–4 teams per quarter as design partners — direct input into what we build next.
The audit is self-contained. If it doesn’t surface something useful, you walk away with the report and owe nothing else.