01
Today
Harbourline rollout15:00
Pinecrest training17:30
See the calendar
Knows who you meet next and which account they belong to.
Enablement
A brief before every call, the follow-up after it
Reps walk in knowing who is in the room and what is still open, and leave with the follow-up drafted and the CRM updated, without an hour of digging.
How it works
02
Brief · Harbourline
· Priya owns the budget
· Pricing for six due Friday
Brief
Writes the brief from every call and email on the account.
03
Follow-upFollow up
Drafts the follow-up from what was said, with each point sourced.
04
2 tasks · next step
Synced to HubSpot
Synced to HubSpotUpdate
Writes tasks and CRM changes back once you approve them.
Use cases
Prep in the account record
Who matters, what was said last time, open questions and deal health, ready before the meeting starts.
Prep inside Claude or ChatGPT
Ask your agent about any account and get the brief with its sources, wherever you already work.
New reps ramp on the record
Every promise, contact and decision on an account carries over when it changes hands.
“Nobody preps from the CRM anymore. The brief is there before the call and the follow-up is in drafts before I've closed the tab.”
Every account on one record you can trust
Connect your CRM and your inbox, and the account record builds itself from the last 12 months.