Built for · Sales

Close more. Chase less.

Bash researches, drafts, books and logs — inside your CRM and inbox, as you.

Nami remembers every account, so you never start from zero.

Bash · on its own machineWorking
YouFollow up with everyone who went quiet
Find open deals with no activity in 14 days
Read the last thread on each — where it left off
Draft a short nudge per deal, in your voice
Hold all seven for your review
Held · waiting on you
7 follow-ups, drafted

Northwind: “Good talking last month — you mentioned the Q3 budget review. Is now a better time to pick this back up?”

Held for your word
Watch it work

One ask. The whole follow-through.

Pick a delegation — Bash runs it end to end, held where it matters.

BashDone
WhatsAppPrep me for my 2pm with MeridianDelegate
Read the Meridian opportunity — stage, amount, next step
Pull the last five threads with Priya
Skim Tuesday’s Zoom recap for what she asked
Write the one-pager, flag open questions
Brief · ready in your inbox
Meridian, 2:00 PM
Priya asked Tuesday how rollout would land across 40 seats before Q4 planning. Two answers drafted. She hasn’t returned the security questionnaire — lead with that.
Done · 11 seconds
From wherever you are

Text it from the car. It’s done by the time you park.

WhatsApp, Slack, Gmail, iMessage, Telegram — or a key on your desk.

WhatsApp1:41 PM
Brief’s in your inbox. Meridian · Stage 3 · $48k. Priya asked about rollout timing on Tuesday — I’ve drafted two answers. Three open questions flagged.1:41 PM · 11 seconds
#salesMon 8:52
@Bash pull this week’s pipeline into a sheet, by stage8:52 AM
Posted in #sales · the sheet is linked. 23 open, $412k weighted. Two moved to Stage 4 since Friday.8:53 AM
GmailFwd
Fwd: Re: Pricing for 40 seats — can you handle this?4:07 PM
Drafted the reply with the Stage 3 pricing and last quarter’s terms. Held for you — it sends when you say.4:08 PM
or press ctrl anywhere on your Mac
Signed into your world

Works inside your stack, as you.

The CRM, the inbox, the calendar — and a thousand more, a click away.

SalesforceBrief the deal, log the activity, keep stages honest.
GmailSummarize the thread, draft in your voice, send on your word.
Google CalendarFind the slot, send the invite, defend the focus block.
LinkedInResearch the person, the company, the latest signal.
SlackPost the digest, answer the thread, nudge the rep.
Google SheetsPipeline and forecast, kept current without you.
ZoomPull the recap, log what she asked, tee up the follow-up.
WhatsAppSummon it mid-chat — the brief lands before the call does.
NotionPlaybooks and battlecards, pulled when the deal needs them.
— and 1,000+ moreSee everything it connects to
Say it like this

Delegate in plain words.

No setup, no syntax — it already knows your stages and your voice.

Research Acme’s new VP Sales on LinkedIn and add her to Salesforce under the Acme opportunity, with a note on what she cares about.
Enrich & log
Draft a four-sentence follow-up to this thread using the stage and the last three activities. Sound like me. Hold it for me.
Follow up
Find a 30-minute slot next week that works for both of us, send the invite, and log it as a meeting on the opportunity.
Book & log
Brief me on my 2pm: stage, last five emails, the Zoom recap, and the questions I should be ready for.
Call prep
Every open deal with no activity in 14 days: draft a short nudge in my voice and hold them all for me to review at 5.
Revive
Pull this week’s pipeline by stage and rep into a sheet, note what moved since Friday, and post it to #sales.
Pipeline
Routines that fire themselves

On a schedule, or on a signal.

Set it once. You hear about it when it’s done — and only then.

Mon8:30
ScheduledPipeline digest
By stage, by rep, what moved over the weekend. Posted to #sales before standup.
Daily7:00
ScheduledToday’s calls, briefed
A one-pager per meeting — stage, last threads, open questions — in your inbox before coffee.
TriggeredA deal goes quiet
14 days without activity → a nudge drafted in your voice and held for your word.
Salesforce → Gmail · held
Fri17:00
ScheduledForecast, reconciled
Salesforce against the sheet. Variances flagged, stale close dates nudged, the number you’ll defend Monday.
Nami · the keeper

It remembers every account. So you never start from zero.

Filed once, in its place — and noticed when something changes.

Nami · entity
Meridian Health
DealStage 3 · $48k ARR · renewal due Fri 22
ChampionPriya Raman, VP Ops · prefers Thursdays, no decks over 10 slides
Said"Rollout has to land before Q4 planning" — Zoom, Mar 4
OpenSecurity questionnaire · sent Tue, no reply
FilesProposal v3 · Pricing 40 seats · SOW draft
Kept since March
Noticed on its own

Three leads went quiet this week. Nudge them?

Northwind, Tessellate, Bluefin · 14+ days without activity
Not nowHandle it
Noticed on its own

Meridian’s renewal is due Friday. Draft the renewal note?

Priya hasn’t answered the security questionnaire
Not nowHandle it
Caught a change

Acme announced a new VP Sales. Update the contact and brief you?

LinkedIn · 2 hours ago
Not nowHandle it
Asks before it matters

It sends nothing you haven’t seen.

Anything public, anything that moves money — held until you say go.

Held · waiting on you

Send the follow-up to Priya at Meridian?

To priya@meridianhealth.comRe Rollout timing for 40 seats

Good walking you through it on Thursday. You asked how rollout would look across your team, so here is the shape of it, with both options we discussed laid out…

EditHoldApprove & sendGmail · as you
Only the tools you connectSalesforce, Gmail, Calendar — nothing else. Disconnect any of them, any time.
Every step, in the openThe plan, each tool call, the draft — visible while it works. Peek in, or take the wheel.
Your pipeline stays yoursYour accounts live with you, not with a model. Switch minds; the work comes along.

Sales · FAQ

Questions, answered.

Does it send emails on its own?
Not unless you tell it to. Anything outbound — email, a LinkedIn message, a Slack post to a customer — is drafted and held for your word. Internal work, research, CRM updates and briefs keep moving. You can loosen that for routines you trust.
Will it actually sound like me?
It learns from the threads you’ve already written — your length, your openers, how you close. Nami keeps the preferences you state once ("no exclamation marks", "always mention the pilot"). You’ll edit the first few; after that, mostly you just approve.
Which CRMs and tools does it work with?
Salesforce and HubSpot, Gmail and Outlook, Google and Microsoft calendars, LinkedIn, Slack, Zoom, Sheets, Notion — and a thousand more connections a click away. It works inside them as you, with your permissions, not through a bot seat.
What does it know about my accounts on day one?
Whatever’s in the tools you connect: the opportunity, the threads, the calendar, the call recaps. From there Nami keeps building — people, dates, preferences, what was promised — so every brief starts from everything, not from scratch.
Where does the work run?
On its own computer in the cloud — a real machine with a browser, files and a terminal — or on yours when the job lives there. Its screen streams as it works; you can peek in or take the wheel.

The door

Come back to closed.

Tell us what your pipeline looks like. We’ll show you what Bash would own, what Nami would keep, and how your week changes.