Held is measured from attendance evidence rather than confirmations, attribution runs from booked meeting to closed deal, and every team member works the same configured stack.
An evidence sweep after each meeting decides held or missed, so reporting isn't built on optimism.
Booked → held → deal → closed-won, sliced by event type, time slot, and rep.
Org accounts share one agent configuration, one knowledge base, and one set of guardrails. Admins edit; members use.
Seats, automation counts, send allowances, and AI token budgets are enforced by the product, not by a policy document.
Four parts of the product, in the order you'd meet them.
Booked → held → won, by event type, slot, and rep, with AI insights.
Confirmations, reminders, and a real held/no-show record per meeting.
Event-driven rules that send, update, and notify without you.
Kanban stages, contact-linked cards, and meeting history in the modal.
Everything above runs in one product, on one plan, from one dashboard.
7-day Pro trial, no card required. Set up in under three minutes.