For 5–30 person B2B sales teams
After every call, your rep dictates one sentence. Outcome Engine logs the activity, moves the stage, creates the follow-up, scores deal health from real signal, and rolls it into a live forecast leadership can trust. No more chasing rep updates the night before the QBR.
Free for 2 seats·60-second setup·No credit card
Or book a 20-min forecast teardown with the founder.
We migrate your team in 48 hours. Pipeline Engine is live today · Proposal, Booking, and Campaign engines run in private beta with founding design partners.
What decision-makers get
Click any solution to see exactly how we solve it — the problem in your language, the fix in ours, and the metric that moves on your P&L.
The CFO summary in one paragraph
On a 10-seat team, Outcome Engine replaces ~$1,260/month of separate SaaS subscriptions (HubSpot + PandaDoc + Calendly + Apollo) with ~$490/month — that's $9,240/year in direct line-item savings before any productivity lift. Layered on top: an extra rep's worth of selling time (≈ $80K–$150K in salary-equivalent capacity), 42% more accurate forecasting, and risk surfaced weeks earlier. The pitch isn't “AI CRM.” It's one tool, one bill, one source of truth — and reps actually use it, because updating takes five seconds.
Leadership view · Q2 · 2026
Q2 forecast
$483k
$285k commit · $198k upside
Closed Q2
$312k
37% of $850k target
Pipeline coverage
3.2×
3× is healthy
Needs attention
3
At-risk + stalled
Open pipeline bucketed by AI deal-health score
Northwind Industries — annual contract
$84,000Priya Anand · expected close Apr 30
AI-suggested next step
Re-engage VP of Eng with ROI calc. Their CFO never replied to Q3 review. Single-threaded — multi-thread procurement before close.
Live preview. Every number above is derived from a rep update. No parallel reports. No status calls. The dashboard you open Monday morning is the one your reps populated by typing a sentence after each call.
Paid pilot live. Onboarding 5–8 founding customers this quarter.
Paid pilot live with a mid-market sales team. Full case study lands shortly. Want to be customer two? Book a 20-minute demo and we'll talk pricing.
How it works in 5 seconds
Watch a real update flow through, end to end — rep dictation on the left, AI structuring in the middle, live forecast shifting on the right.
Rep says
One sentence
“”
AI parses
Confirm in one tap
Stage move
Discovery → Proposal/Review
Follow-up
Send case study · tomorrow 9am
Risk
CFO not engaged yet
Health
72/100 · evidence-backed
Nothing writes until the rep taps confirm. Every field shows its source.
Leadership sees
Live forecast
This quarter
Just changed
Acme moved to Proposal
+$45k commit
Hover to pause · auto-advances every ~9 seconds
The chain reaction
Manual CRM entry feels like punishment for closing a deal. Reps update the night before the QBR — if at all. The pipeline looks healthy until a chunk of it slips. Forecast meetings turn into 1:1 interrogation. By the time you report a number to the board, you don't fully believe it yourself.
B2B contact data decays at 30 to 70% per year just from job changes. Half the pipeline you're forecasting from is full of ghosts.
The other 70% goes to admin: data entry, internal meetings, paperwork. The average rep loses 546 hours a year searching for or fixing CRM info.
Low adoption is the number one cause. Fewer than 37% of reps consistently use their CRM, because manual entry feels like punishment for closing a deal.
Reps tag deals as 'committed' when they're hopium. There's no underlying signal in the CRM, only labels people picked manually before the QBR.
A stalled deal usually surfaces in your pipeline review three weeks after it actually died. Two more have followed it by then.
Reps hate the CRM, so they barely use it. You end up running 1:1s and stand-ups to gather what should already be in the dashboard.
The core product · plus optional add-ons
Pipeline Engine is live today — the AI CRM + live forecast core. The other three engines run in private beta with founding design partners. They go GA in waves through 2026.
“Stop losing deals between your CRM and your inbox.”
CRM, calendar, AI meeting agendas. The data flows into your proposals, your scheduling, your outbound, automatically.
Replaces HubSpot Sales Hub
“Stop rewriting the same proposal every week.”
Pulls deal data, contact history, and meeting notes from Pipeline. Claude drafts a complete proposal in seconds. You edit in place. E-signatures land in v2.
Replaces PandaDoc
“Stop losing meetings to scheduling ping-pong.”
Self-serve booking pages. As prospects answer your intake questions, Pipeline pre-builds the agenda. Both sides walk in prepped.
Replaces Calendly
“Stop sending cold emails that hit spam.”
Tell Claude about your offer + ICP. It drafts subject lines, opening email, follow-ups, and ICP filter terms. Native sending + reply-to-deal automation in v2.
Replaces Apollo + Smartlead
How the engines compose
Campaign Engine → Pipeline Engine
Positive reply auto-creates a deal with the pain hypothesis pre-filled.
Booking Engine → Meeting Engine
New booking generates the meeting agenda from the prospect's intake answers.
Meeting Engine → Pipeline Engine
Meeting summary updates the deal. Action items become tasks. Sentiment becomes a deal-health signal.
Pipeline Engine → Proposal Engine
Generate Proposal pulls everything in one click: deal data, contacts, meeting notes.
Proposal Engine → Pipeline Engine
Time-on-pricing alerts you when a prospect lingers. Stalls trigger Campaign re-engagement.
Pipeline Engine → Campaign Engine
Stalled deals trigger AI suggestions for re-engagement campaigns from your existing copy.
Who it's for
We'd rather tell you no than sell you a workspace that won't earn its seat.
Built for
5–30-person B2B sales teams
Founder-led, VP-Sales-led, or RevOps-light. Past spreadsheets, not yet ready for a full Salesforce admin team.
Consultative deals · annual contracts
Agencies, professional services, B2B SaaS, fintech, consulting. Deals with multiple conversations and stakeholders.
Forecast meetings that hurt
If your weekly call is built around chasing rep updates and squinting at stale stages, you're our customer.
Escaping the HubSpot / Pipedrive tax
Already running on HubSpot Starter, Pipedrive, or a spreadsheet stack and looking for one source of truth.
Not yet for
Full Salesforce replacement at 200+ seats
If you need complex CPQ, territory modeling, or custom enterprise approval flows today, we're not the right replacement yet. Talk to us about overlay mode instead.
Marketing automation first
We're a sales execution + forecast OS. If you need lead-nurture automation, scoring across thousands of MQLs, or full Marketo-style campaigns, pair us with that — we don't replace it.
Pre-revenue or solo founders
If you're pre-PMF or selling fewer than 5 deals a quarter, our free plan is enough — paid tiers won't earn their keep until you have a team to coordinate.
Running Salesforce or HubSpot Enterprise today? See Overlay mode →
Forecast methodology
Other AI CRMs hand you a score and expect trust. We show the evidence so you can defend the forecast in front of the board.
Deal health
72/100
Acme · Q3 Renewal · $80k
Reads 6 signals across stage age, engagement, multi-thread coverage, and explicit objection capture.
Why this score
What changes
Outcome Engine doesn't replace your reps' judgment. It removes the friction that makes them lie to themselves about deal health.
Forecast you can defend
42% lift in forecast accuracy
Industry research finds AI-driven CRMs improve sales forecasting accuracy by up to 42%. Real-time deal-health signal replaces rep self-reporting, so wishful thinking gets caught before quarter-end.
Adoption that actually happens
65% of mobile-CRM reps hit quota
Reps with mobile CRM access hit quota at 65%, versus 22% for desktop-only. Outcome Engine is voice-first on phones, so reps update from the car after a call, not at 11pm before the QBR.
Velocity
8 to 14 days off the sales cycle
34% of CRM-using companies cut average sales cycle by 8 to 14 days. AI lead scoring and automated follow-ups concentrate rep time on the deals most likely to close. A five-minute lead response window converts nine times better.
Capacity, without hiring
20% of selling time recovered
Automation and AI in CRMs reclaim 20% of a sales team's time from manual entry and follow-ups. For a five-rep team, that's an extra rep's worth of selling capacity.
How it works underneath
Every deal update the rep types or dictates triggers Claude to reassess deal health based on actual signal: engagement, multi-thread, time in stage, surfaced objections. The model can't conveniently read a stalled deal as healthy because the model isn't in the meeting hoping it closes.
AI-confirmed CRM updates · evidence-backed · auditable
The model never writes to your CRM unattended. Every suggested stage move, follow-up, and deal-health score renders as a chip the rep confirms or edits before save. Underneath, we run on Anthropic Claude — chosen for structured-output reliability, not branding.
Every deal · Update with AI
Type or dictate one sentence. Claude moves the deal stage, logs the activity, schedules follow-ups, and scores deal health in one save. No five-form click marathon. The CRM your team will actually use.
Dashboard · What matters today
Claude reads every deal's health score, every overdue task, every stalling signal, then ranks your top actions by revenue impact. Your daily plan, written for you, every morning.
Any deal · AI agenda button
Four tappable questions and Claude builds you a structured agenda with sections, minutes, talk-track bullets, and a prep checklist. Pulls deal context, contact history, pain hypothesis automatically.
Calendar · Smart Blocks
Drop a Prospecting Hour onto your calendar. When it fires, Claude has already pulled your 10 highest-value dormant contacts, ranked by win probability. Drop a Follow-Up Block, and your at-risk deals are queued.
Proposal Engine
Click Generate Proposal. Claude pulls deal data, meeting notes, contact history, and your pain hypothesis, then drafts a complete proposal in your tone. You ship in minutes, not days.
Performance · Insights
Every Monday morning, Claude analyzes your patterns and surfaces what's actually moving the needle: "You close 23% better when you call between 10am–12pm." Specific. Personal. Actionable.
The AI under the hood
Built on Claude Sonnet 4.6— Anthropic's flagship model for complex reasoning
Claude is designed to be helpful, harmless, and honest. Built by Anthropic, the AI safety company founded by ex-OpenAI researchers. Your data is never used to train models. AI generation costs are transparent: every action shows its estimated cost before you click.
Live savings calculator
Click a tool to remove it from your stack. The savings number on the right updates instantly.
Step 1
How big is your team?
5
seats
Step 2
Tools you're paying for today
Click a tile to remove tools you don't use.
Your annual savings
$4,620
for your 5-seat team — $385/mo back in your budget.
Free until your data's moved and your team's in.
Switching is the easy part.
We migrate your contacts, deals, history, and links — keep your old tools running until launch day. Your team logs in Monday.
We do the migration
The biggest objection to switching CRMs is the data. Your contacts, deals, history, scheduling links, campaigns — we move it all. Free with any paid plan.
Step 1 · Day 1
Connect your stack
Plug in HubSpot, PandaDoc, Calendly, Apollo. Read-only — your old tools keep running.
Step 2 · Days 1–2
We map your data
Our team handles field mapping, custom fields, deal stages. You approve a preview.
Step 3 · Day 3
Team logs in Monday
Workspace fully populated — every contact, deal, history note. Voice-onboard in 60 seconds.
Competitor pricing reflects published SMB-tier rates as of 2026. Outcome Suite at $49/user/mo includes Pipeline, Proposal, Booking, and Campaign engines plus the Performance Operating System and AI coaching across all four.
Pricing, up front
No bait-and-switch. The minimums and the annual discount are on the same page as everything else.
Free forever
$0/mo
2 seats · unlimited deals + contacts · pipeline kanban · drag-drop calendar · 1 AI agenda/mo.
Pipeline
$19/seat/mo
5-seat minimum ($95/mo total). Full AI CRM: unified update modal, voice, proposals, deal health, leadership view.
Outcome Suite
$49/seat/mo
All four engines (Pipeline + Proposal + Booking + Campaign) + white-label, custom domain, API access.
Pricing
Start free. Scale when you're ready. Save when you bundle.
Get organized today.
Unlimited Pipeline + Performance OS.
Add what you need.
All four engines, full integrations.
The three questions every buyer asks
Adoption
Every CRM project dies here. Outcome Engine puts the update in one sentence — voice or text. Reps update from the car after a call, not at midnight before the QBR.
65%
quota attainment among reps on a mobile-friendly CRM — vs 22% desktop-only.
Migration
Reps are running quotas. Nobody can afford a 6-week migration. We export your existing CRM, AI-map every field to our schema, and stand up your workspace in 48 hours.
We do the import for you
Calendar + email sync day one
30-day overlap with your old tool
Status quo
HubSpot Sales Hub Starter is $20/seat. To match Outcome Engine you also need PandaDoc ($35) + Calendly ($12) + Apollo ($59) = $126/seat across 4 vendors that don't share data.
−$77
per seat per month vs the 4-tool HubSpot stack. On a 10-seat team = $9,240/yr.
FAQ
Yes. Free Pipeline Engine forever, with 2 seats, unlimited contacts and deals, drag-and-drop calendar, and one AI agenda per month. No credit card to sign up. Paid tiers start at $49/seat for the full Outcome Suite (5-seat minimum).
No. Each engine works standalone. Most teams start with Pipeline Engine and add the others as they grow. The integrations between engines unlock automatically. Moving a deal in Pipeline triggers actions in Campaign, completing a Booking pre-builds the meeting agenda, and so on.
HubSpot Sales Hub Starter is $20/seat and gives you the CRM. To get the rest of what we ship, you'd add PandaDoc ($35), Calendly ($12), and Apollo ($59) on top. That's $126/seat across four vendors that don't share data. Outcome Suite is $49/seat all-in, and every engine talks to every other engine. That's the moat.
Two-way calendar sync with Outlook and Google. Email sending via Resend. Built-in typed-name e-signatures with a full audit trail (IP, user-agent, SHA-256 hash) ship today; Dropbox Sign integration lands in v2. AI meeting recording (Zoom, Meet, Teams) is in private beta with founding design partners. More integrations land as the engines roll out.
Tap the mic on any input and talk. The AI parses fragmented voice into structured actions: log activities, set up follow-ups, schedule next steps. Your phone becomes the CRM.
It's the opposite of goal tracking. Every other CRM treats goals as a manager's reporting tab. We treat them as your daily operating system. Activity rings show today's progress at a glance. Weekly pipeline goals show pace. An AI sales coach surfaces the highest-impact next action. No leaderboards, no shaming. Motivating, never micromanaging.
Sign up takes under a minute. Onboarding is three tappable questions. You'll have a working pipeline with seeded stages in well under five minutes.
Multi-tenant from day one with Postgres row-level security. Every query is scoped to your org. Hosted on Supabase and Vercel. No data is shared with AI providers without your action.
Stop reporting numbers you don't trust.
Reps update in one sentence. Leadership sees the truth, live. Same data, no parallel reporting.
No credit card. 5-seat minimum on paid tiers. We migrate your team in 48 hours.