Three modules. One connected system.
Playbook configures your methodology. Field Notes captures what happens in the field. Coach connects both to guide every deal. Each module works independently — together, they close the loop between strategy and execution.
Module 01
Playbook
Your methodology, configured — not just documented.
Any framework, fully custom
Configure MEDDIC, SPICED, Challenger, or a methodology that is entirely yours. Playbook translates your qualification criteria, pipeline stages, and buying signals into a structured ruleset — not a slide deck.
AI-assisted setup
Answer a guided questionnaire about your product, buyers, and typical deal structure. The AI drafts your initial Playbook configuration, which you then refine. Most teams are live in under an hour.
Live in your CRM
Once activated, your Playbook shapes how CRM data is read and surfaced across the whole team. It is the operating system that Field Notes and Coach run on.
Module 02
Field Notes
From voice memo to CRM record in seconds.
Voice or text — your choice
Step out of a meeting and record a 60-second voice memo, or paste rough notes from your notepad. Field Notes accepts both and treats them the same way.
Structured against your Playbook
The AI parses what you captured and maps it to your methodology — qualification signals, stakeholder roles, next steps, risks. Not generic CRM fields. Your fields, your criteria.
You approve before it touches your CRM
Nothing writes to your CRM automatically. You see the structured output, edit anything that needs adjusting, and confirm. One click. Clean data, nothing lost in a forgotten notebook.
Module 03
Coach
The right question, at the right moment, on the right deal.
Deal-specific, not generic advice
Coach reads your actual deal data — not a template. It knows your Playbook, your current stage, what your Field Notes say, and what is missing. Its guidance is specific to the Acme deal, not to "enterprise deals in general".
Qualification gap detection
If a MEDDIC component is missing, if your champion has gone quiet, if a close date is approaching with no confirmed decision process — Coach flags it before your manager does.
For managers, not just reps
Coach surfaces the same deal-level view for managers, so 1-on-1s start from a shared understanding of where each deal stands. Less archaeology, more actual coaching.
See it live in your CRM.
Connect your CRM, configure your Playbook, and have Field Notes capturing your first deal in under a day.