Sample account
Acme Robotics
acmerobotics.com · Manufacturing · 200–500
Verdict
HotSarah Chen (VP Ops) opened the proposal four times this week and forwarded it to the CFO yesterday. Fiscal-year close is six weeks out — they need to commit by EOM to land in this budget.
3 meetings · 8 documents · last activity 2 hours ago
Opportunities
- Negotiation$120,000
Annual platform license
new business · close Jun 30 · 70%
- Discovery$64,000
EU expansion add-on
expansion · close Q3 · 30%
Intel
On this account
- people
Sarah is the real decision-maker; the CFO will sign but defers to her on tooling.
✨ AI - budget
Their FY ends Jun 30 — they buy in Q2 every year. Procurement freeze starts Jun 15.
- competitive
Evaluating us alongside Gong and Chorus. CFO's last company used Gong, didn't love it.
✨ AI - risk
Engineering re-org Q3 may shift the buyer to a new VP — close before then.
✨ AI
Account actions
One click runs whatever your team has wired up
Enrich-from-Clearbit · Pull recent press · Open ticket in Zendesk · Generate a custom one-pager. Internal ApolloSRM calls, third-party REST APIs, or remote MCP servers. Each becomes a tool the in-app AI assistant can use.
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