The Company Brain
Visibility into your pipeline, so you stop losing deals.
People can never enter data fast enough, so contacts, quotes, and deal context get missed and scattered across tools. The Company Brain captures that context automatically, structures it, and lets anyone ask questions of your pipeline in plain language.
You are not buying an AI agent
You are buying clean, queryable visibility into your sales pipeline. The agent, the integrations, the database: those are just plumbing. The outcome is that nobody loses a deal because the context was trapped in one rep's inbox.
If better visibility recovers even one missed deal, or a few hours of delivery speed a week, the system pays for itself many times over.
The architecture
Sync. Extract. Approve. Store. Ask.
The same proven architecture, delivered the same way every time. Here is what runs under the hood.
Sync
A daily pull of your reps' email and threads, so the system has the full context, not just what someone remembered to type in.
Extract
An LLM reads the synced content and identifies what should be created or updated in your CRM: contacts, quotes, deal context.
Approve
The system drafts suggested updates overnight. Your reps open a review tab and approve or reject before anything writes to the CRM.
Store
Everything is stored and backed up in a database structured to be queryable, so the agent can answer fast and accurately.
Ask
The agent has tools to call your CRM directly, so it answers using both email context and live CRM data, in plain language.
Just ask. In plain language.
Anyone on the team gets answers, without learning a query language or chasing the rep who owns the deal.
“What was the quoted price for project X?”
“Has this deal closed or not?”
“What is the status of project Y?”
“Which leads went cold, and why?”
“What did we promise this client on the last call?”
“What is sitting in the pipeline that has not moved in two weeks?”
How we deliver
A repeatable rollout, in five phases
Phase 1
Map your questions
We capture every question your founders and reps want to ask. These become the acceptance tests, so the brain answers your real questions on launch day.
Phase 2
Map your workflow and stack
We walk your pipeline stage by stage, list every tool and what it is the source of truth for, and pinpoint where context leaks out.
Phase 3
Proof-of-concept report
We pull real data from your stack and deliver a report: what we can capture, what is missing, and a preview of the answers you will get.
Phase 4
Iterate on scope
The report surfaces new questions. We fold them in and agree the final scope in writing, before a line of the real system gets built.
Phase 5
Build and run
We build the system, wire the agent into your CRM, and run it monthly: sync, extract, human approval, and a brain your team can just ask.
The first four phases are discovery and de-risking, so we never build something you do not actually need.
Built to be trusted
Accuracy and control stay with your team. These are baked into every build.
Always aware of today
The agent always knows the current date and relative time, so a question like 'the last sale' returns this period's data, not last year's.
Human in the loop
Nothing writes to your CRM without a rep approving it first. The system is the safety net, not a replacement for your team's judgement.
Grounded in real data
Every answer comes from your synced email and live CRM data. No open-ended guessing, no black box you cannot trust.
Built around your stack
The brain wraps the tools you already run, like Close, HubSpot, Gmail, and your accounting system. No rip-and-replace.
One implementation, then a monthly subscription
A fixed implementation fee covers all five phases, a defined number of revisions, and a 1 to 2 week testing window. The monthly subscription keeps it hosted, maintained, and accurate as your pipeline grows.
Pricing is set after a short discovery call, once we have scoped your stack. Billed in USD.