AI account executive · lives in chat

You have forty‑three open deals. Glen has read all of them.

Glen is a chat-native AI account executive. It reads your CRM, researches your accounts, and hands you the deals that need you today — with receipts for every claim.

What should I worry about today?
Three things. Meridian has gone quiet for eleven days — their VP Eng left on 4 March.
Meridian Health$148,000 · STAGE 4At risk
Arbor Logistics$92,500 · STAGE 3On track
I’ve drafted a re-entry note to their new interim lead. Want to see it?
source: your crm · press · leadership page — every claim linked
WORKS WITH HubSpotSalesforceSlackTelegram
The Monday problem

The selling was never the hard part.

Monday starts with archaeology

Scrolling your own sent folder and CRM notes to reconstruct what you promised, and to whom, before you can sell anything.

The CRM is a museum

A record of what already happened, updated under duress. It tells you where deals were, never which one is quietly dying right now.

Deals die quietly

Nobody sends a calendar invite for “champion went dark.” The signal is in the pattern — and the pattern is spread across forty-three deals.

How it works

Three steps, and then it is simply part of your morning.

01 · CONNECT

Connect your CRM

HubSpot or Salesforce, read-only, in about two minutes. Glen sees what you see — pipeline, contacts, history.

02 · ASK

Ask anything

“What’s at risk?” “Prep me for the Meridian call.” “Find companies like my best customers.” In the app, Slack, or Telegram — one brain everywhere.

03 · APPROVE

Approve what changes

Glen drafts the outreach and stages the CRM update. Nothing is written and nothing is sent until you say so.

A real answer, not a demo script

Ask which deals are at risk. Get an argument, not a dashboard.

Below: Glen’s unedited answer against a live CRM — ranked risks, the evidence for each, and the next move. Every deal it names becomes a link into your pipeline.

Glen ranking at-risk deals with evidence and next moves
“Which deals are most at risk right now, and why?” — live answer
Pipeline dashboard with coverage gaps, win rates, and stage totals
The dashboard: coverage gaps, win rates, and what’s quietly at risk
Why Glen exists

The job was never the selling — it was the reconstruction. Sunday nights spent scrolling the sent folder, working out what was promised, and to whom. Glen is for that: something that has already read all of it, and tells you the truth about what you missed.

Trust, structurally

Built so the safe thing is the only thing it can do.

Glen never sends email. Ever.

It writes the draft; you send it from your own client. There is no send button to guard because there is no send.

No inbox access

Glen reads your CRM and the public web — not your email, not your calendar. What you tell it in chat is what it knows.

Read-only by default

Every CRM write is staged behind an explicit approval you click. Decline it and nothing happened.

Your tenant, your keys

Workspace isolation on every query, credentials encrypted at rest (AES-256-GCM), sign-in through WorkOS.

Pricing

One plan. Priced per rep, because that is who it is for.

Every feature, every channel, every seat the same. Start free for two weeks — no card, nothing to uninstall, your CRM stays exactly where it is.

$100per seat / month
  • Live CRM chat, research, and prospecting
  • Deal health, coverage, and pipeline dashboards
  • Drafts in the app — you send from your client
  • Slack and Telegram, same brain
  • 14-day free trial, no card up front
Start your free trial

Bigger team or security questions? Talk to us.

FAQ

The questions reps actually ask.

Does it send email as me?

No — and it never will. Glen drafts; you copy the draft and send it from your own client. Sending is permanently out of scope.

What does it need access to?

Your CRM (HubSpot or Salesforce), read-only by default. It writes to the CRM only on an approval you click. No inbox, no calendar.

Can my manager read my chats?

No. Your threads are yours. Team dashboards are built from CRM data, never from your conversations.

How long until it is useful?

Connect your CRM and ask a question — the first useful answer arrives in minutes, grounded in your live pipeline.

What happens when the trial ends?

After 14 days it is $100 per seat per month. If you walk away, your data was in your CRM the whole time — there is nothing to export.

Where does Glen live?

A web workbench, Slack, and Telegram — the same Glen in all three, so the answer you got at your desk is the one in your pocket.

Walk into every call already knowing.

Start free — 14 days