The AI jobs that read your most sensitive data, like CRM notes, call summaries, and raw imports, run on an open model inside your network. Chat, briefs, and deal agents, which need stronger reasoning, use Anthropic Claude.
Reads free-text CRM notes and call summaries and pulls out feature requests, categories, and blocker scores.
Attaches notes the CRM left unlinked to the right customer account.
Paste meeting notes, transcripts, or messy CRM dumps and get structured accounts and requests to review.
Themes, a build-next recommendation, and a signal flag across your current requests.
Deal Health Score weights tailored to your role and top priority. Without AI, onboarding uses the standard weights.
Ask questions about your accounts, revenue, and requests in plain language.
One-page product briefs, sales briefs, release notes, and team announcements written from the revenue data.
What is actually blocking a deal, plus a Budget, Authority, Need, and Timeframe check.
A team of agents that reads a deal and proposes the next plays for a rep to approve or reject.
Prospect research and objection handling, with human approval and policies for every agent action.
Every feature request ranked by the revenue behind it: confirmed ARR first, then stage-weighted pipeline, then early-stage accounts.
Priority One, Revenue + Feature Ask, Feature Ask with No Revenue, and No Signal, so Sales knows which deals nothing is blocking.
Feature requests sorted by how urgent each account considers them and the ARR they are blocking.
Backlog to shipped, with the customers and revenue behind each item.
Attribution gaps, pre-revenue traction, stale signals, and recently shipped work, in one cross-team view.
Account revenue and stage, the people behind each account, and a full history of calls, meetings, emails, and notes.
Pipeline, deal stages, billing revenue, and backlog items pulled in from the tools your teams already use.
Upload accounts, contacts, and activity exports from any CRM or billing system.
Feature requests picked out of CRM notes by matching known feature names and phrases.
Seven checks that a feature request or stalled deal is the problem it looks like before anyone builds or pitches.
Hosted by Samadhi, in your own AWS, Azure, Google Cloud, or IBM Cloud account, or on your own servers. Zero calls no AI service, so with CSV imports in place of live CRM sync it can run with no outside connection.
Subscribe monthly or yearly, own your license outright, or own the core product and subscribe to the extras you want.
Priority support, installation and setup, CRM data mapping, fractional GTM consulting, and an updates plan for new versions and security patches.
Tell us about your infrastructure and the data you need to keep in-house. We'll scope the local model, cloud setup, and support with you.