Product
The Concierge Sales Tool
An AI-driven prospect engine for small sales teams. Feed it your product catalog, and it finds qualified local buyers, prepares a briefing for every meeting, and pushes new leads straight to your CRM.
How it works
Discover qualified buyers
Drop in your product list and pick a location — state, county, or city. The tool searches public business data and ranks candidates by AI fit score, with contact info attached.
Brief every meeting
For any candidate, generate a per-prospect briefing: recent intent signals, likely decision-makers, and a one-line collision point a rep can open the conversation with.
Whisper before the meeting
Connect Microsoft 365 and Teams, and the briefing is delivered to the rep about 15 minutes before each meeting starts — no one has to remember to generate it.
Write back to your CRM
Connect HubSpot and the tool checks whether each candidate is already in your CRM (a free, fast hero lookup) and lets you push new leads back as Companies, Contacts, and notes — one click per row.
Built for the rep, not the dashboard
Mobile-friendly, source-cited, and quiet until it has something useful to say.
Every briefing cites the underlying source. Every score links back to the data behind it. The tool stays out of the way until the moment a rep needs it — then it shows up with exactly the information that meeting requires.