THE PRODUCT
RECORDS
Auto-enriched profiles
Firmographics, funding, hiring signals and org charts, refreshed weekly.
One timeline
Emails, calls, meetings and agent actions in a single, searchable feed.
Human in the loop
Agents draft; you approve. Every change is logged and reversible.
N
Northvale
northvale.io · Logistics · Berlin
Proposal
ICP 92
Overview
Activity
Emails
Notes
Files
EMPLOYEES
420
ARR
$38M
FUNDING
Series C
OWNER
Maya Okafor
DEAL VALUE
$184,000
CLOSE DATE
Oct 14
✦
Agent drafted follow-up
2m
“Hi Maya — revised pricing attached…” · awaiting approval
Approve & send
Edit
●
Call logged · 24 min
1h
Discussed rollout for 3 regions; legal review next week
@
Email from Dana Wu
3h
“Can you send the SOC 2 report?”
✦
Agent enriched account
Yesterday
Added 6 contacts · new VP Sales hired
!
Risk flagged
Mon
Champion response time up 3×
Q4 Forecast
Updated by Forecast agent · 4 min ago
Team
Rep
Region
of $1.8M quota · 90%
Closed
$640K
Commit
$1.21M
Best case
$1.62M
Pipeline
$2.84M
Quota pace for today
✦ Forecast agent: Northvale ($184K) likely slips to Oct 14 — champion replies slowed 3×. Suggest a nudge today.
FORECAST
Signal-based confidence
Email sentiment, meeting cadence and stakeholder coverage feed every deal score.
Slip alerts
Know which deals are drifting weeks before the quarter ends.
Roll up any way
Team, rep, region or segment, in one click.
AUTOMATIONS
40+ triggers
Deal changes, emails, meetings, product events, form fills and webhooks.
Agents as steps
Drop research, scoring or drafting into any workflow.
Run logs
See every run, every decision and every edit — replay any of them.
Automations
+ New automation
Speed-to-lead
New inbound lead → research → reply in 5 min
1,284 runs
WHEN
Lead created
→
AGENT
Research + score
→
IF
Score ≥ 70
→
THEN
Draft reply · assign rep
● 12 runs today
Avg 3m 48s
0 errors
Proposal follow-up
Stage = Proposal and no reply in 3 days
212 runs
Churn watch
Product usage drops 40% week over week
48 runs
Renewal prep
90 days before renewal date
—
✦
Show win rate by lead source, last 6 months
Saved
Win rate
↑ 6 pts
Pipeline created
↑ 18%
Avg deal
↑ 9%
Apr
May
Jun
Jul
Aug
Sep
Inbound 41%
Outbound 28%
Events 17%
REPORTING
Natural-language queries
No SQL, no report builder — just ask.
Live, not exported
Every chart updates as deals move.
Watchers
Get pinged when a metric crosses a line you care about.
PLATFORM
Flexible data model
Custom objects, fields and relationships that match how you actually sell.
Roles & permissions
Field-level access, teams and approval rules for every agent action.
API · SDK · MCP
Typed SDK, webhooks and an MCP server to build your own agents.
One-click migration
Import from spreadsheets or any major CRM with history intact.
Mobile, everywhere
Approve drafts and log calls from iOS and Android.
Enterprise-grade security
SOC 2 Type II, GDPR, SSO/SCIM, EU & US data residency.
uptime
median query
average migration
Product UI, figures, certifications, customer names and quotes on this page are illustrative.
James Sato
VP Revenue, Kiln & Co