Read and Write across Salesforce, HubSpot, Pipedrive and Zoho.

Sign in with social-sign-in, Taylor can read and write across emails, calendars and your shared drives.

Taylor operates like a teammate inside your Slack instance across channels and in your DMs.

Integrated with other tools your sales team (and other teams) use like Fathom, Notion, Jira, Linear, Apollo and more.

Set any recurring cadence - Eg. “Every Monday at 8am, pipeline summary in Slack.” “Every Friday, flag at-risk deals closing this month.”

Taylor can take action when meetings finish, deals change stage and more - Eg. “After every external call, post summary to #deals and update the CRM fields”

Sales to CS handovers, insights for the product team, pushing best practices into Notion - Taylor works cross-functionally just like the best sales leaders.

Taylor learns your team’s rhythms. She suggests new workflows and optimizes existing ones. The system compounds. Every interaction makes her more valuable.

Taylor updates deal stages, close dates, and amounts. She creates contacts, deals, tasks, and notes. She flags data quality issues and puts CRM hygiene on autopilot.

Taylor guides your reps to win more deals, coaching them aligned to your organizations best practices.

Taylor analyzes everything in your CRM and gives you an honest read: what's real, what's stalled, what's dead weight.

Compare reps side by side. Generate summaries at any level - rep, team, or org. Forecast analysis that separates real pipeline from wishful thinking.

Before every call, Taylor pulls together deal context, stakeholder info, past interactions, open risks, and suggested talking points — delivered to Slack so it’s waiting when you need it.

After every call, Taylor generates a summary with key takeaways and action items, drafts follow-up emails based on what was actually discussed, and logs CRM updates automatically.

Taylor can analyze across yours or your team's calls and deliver analysis - methodology adherence, objections, competition and more.

What happens in meetings isn't just valuable for the sales team. Insights for the executive team, learnings for the product team and handovers for the CS team.

Tell Taylor to ramp a new hire — she builds structured prep, coaches on methodology, and delivers daily briefings until they're up to speed, all the while reporting back to you.

Tell Taylor to get your team ready for QBRs, their 1:1 with you or forecast calls. She works directly with each rep and then reports back to you on where she gets to.

Assign Taylor to run a deal review with your rep on a crucial account. She reaches out proactively, works through it with them, and reports back to you.

Assign Taylor to coach a rep on a specific skill or development area. She reaches out proactively, works through it with them, and reports back to you.