CHIEF OF STAFFSALES · ZERO-ENTRY CRM
FOR RELATIONSHIP-DRIVEN SALES TEAMS

The CRM with
zero data entry.

Sixty seconds of talking into your phone sends a staff of agents out to research, draft, schedule, and watch your book. Every one of them reports back to you for a yes.

THE STACK YOU STOP PAYING FOR
Salesforce$165 /seat/mo Apollo$99 /seat/mo HubSpot$90 /seat/mo Monday$12 /seat/mo The spreadsheetfree · still costing you
Poof. One subscription, zero tabs. Your reps just talk.
“Find me restoration companies working the school districts around Boise… and set up that walkthrough Jena asked for.”
01
RESEARCH AGENT · RUNS OUT

One agent goes hunting.

Your memory first, then the open web. It comes back with companies, the people inside them, and the warm path in: who you already know that knows them.

R
RESEARCHmemory + web · 40 seconds
MW
Madison West District
hail claim filed · jena cole, facilities
WARM
NS
Nampa South District
shares a board member with madison west
KD
Kuna District
storm exposure · no contact yet
nothing is added to your book until you say yes.
D
DRAFTINGin your voice · grounded in your playbook
to: jena.cole@madisonwest.k12.id.us
Walkthrough this week?
Jena, great meeting you today. You mentioned
wanting a walkthrough of the storm package.
Does Thursday at 2 work for your team?
Approve & sendEdit
02
DRAFTING AGENT · WRITES

Another writes the follow-up.

Every email and text drafted in your voice, from your playbook and what you actually said. Edit it once and it writes more like you tomorrow.

03
SCHEDULER · BOOKS IT

A third holds the calendar.

The walkthrough you promised lands on the calendar with the invite drafted, the route considered, and the prep card queued for twenty minutes before.

S
THURSDAY, AUG 27
9:20
Cascade drop-by · storm data
11:00
Summit pricing call
2:00
Walkthrough · Madison West
invite drafted · waiting on your approve
4:30
Boise Property Group · meet Maria
W
SEVERE WEATHER SILENCE · 34D PROPOSAL OPENED ×2
Hail through Meridian tonight
12 of your property managers have buildings in the path. A personal check-in is drafted for each. Review them one by one, no approve-all.
Review 12 drafts →
04
WATCHER · NEVER SLEEPS

A fourth watches everything.

Silence thresholds, severe weather, news, job postings, proposal opens. Every signal arrives as a reason to reach out with the draft already attached, never a naked alert.

05
THE GATE · ALWAYS YOU

And every one of them stops here.

Everything the staff wants to send waits in one queue. Swipe right to approve, left to dismiss, or edit. Nothing reaches a customer without a human yes, and every action is audited.

3 actions waiting on your yes

The rest of the staff never stops either.

Play Caller
6:00 AM DAILY

Ranks your day by relationship decay × opportunity and hands you a spoken brief. One small ask per stop.

Coach
AFTER EVERY CALL

One honest point: what worked, one thing to change. A peer, not a report card. Sunday at 5, the week as a story.

Transfer
DAY ZERO

Your whole book walks in from Salesforce, HubSpot, Pipedrive, or CSV. 15,847 rows, zero silently discarded. Imports sleep until you mention them.

Shared memory
APPEND-ONLY · YOURS

Accounts, people, every conversation, every promise. Health-scored, auditable, and never trapped in someone else’s fields.

Your reps didn’t get into sales to type.

Early access is open for relationship-driven teams of 5 to 50 seats. Bring an export of your current CRM; leave with a working book and a ranked Monday morning.

Have an invite code already? Create your workspace

Chief of Staff · Sales · by the Restoration ERP team zero data entry · nothing sends without approval · full audit log