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Everything a rep needs.
Nothing they don't.

Eight things, done seriously. Call scoring, a calendar, trip planning, meetings captured on the go, and a CRM that reads your work — so you stop updating it manually.

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01 / Call scoring

Six KPIs. Every call. Same standard.

Discovery, listening, value positioning, objection handling, structure, progression. Each call lands with a number, a narrative, and the exact moments that drove the score.

  • Quoted moments — see the exact line that worked or didn't
  • Pattern detection across calls so you spot trends, not anecdotes
  • Coaching tips for what to try differently next time
KPI Breakdown
7.6
Opening & Structure
Why this score?

Strong rapport-build and a clear agenda. Could have anchored the call's purpose more sharply.

5.8
Discovery & Questioning
Why this score?

Stopped probing once the customer mentioned the bottleneck. Two missed follow-ups on cost and stakeholders.

8.3
Active Listening
Why this score?

Reflected the customer's phrasing back, talk ratio at 36% — ideal for discovery.

6.4
Value Positioning
Why this score?

Positioned features before connecting to stated pain. Tie solution to pain in the same sentence next time.

7.1
Objection Handling
Why this score?

Soft objection on switching suppliers handled cleanly — acknowledged, reframed, moved on.

7.8
Progression & Commitment
Why this score?

Locked in a concrete next step with a date. Strong progression discipline.

02 / Context-aware scoring

Tell it what the call was for. The score follows.

A discovery call isn't a closing call. A relationship visit isn't a demo. The model knows the difference, weights the right KPIs, and doesn't punish you for not landing a close that wasn't on the table.

  • Pre-tag calls as discovery, demo, follow-up, relationship, negotiation
  • KPI weighting adapts automatically
  • Coach notes match the call's purpose
7.4
Overall Score Strong Discovery · 42 min

Solid discovery with strong listening. Missed the chance to quantify pain before pivoting to next steps.

Scored as a Discovery call. Discovery and Value Positioning carry more weight here. A perfect close wasn't on the table for this call.
03 / Calendar

Plan and manage your week.

Calls, meetings and tasks on a single calendar. Colour-coded by type, week or month view, drag to reschedule. The shape of your week, before it starts.

  • Plan calls directly from the calendar — no jumping between tabs
  • See visited and skipped stops for the week at a glance
  • Switch between week and month view depending on the horizon you need
Today Apr 20 – Apr 26
CallsMeetingsTasks
Mon
20
11:45
Northwind Pumps
Visited
12:30
Coastline Hydraulics
Visited
14:00
Morgan Reid — Relationship
Done
15:25
Bayside Supply Co.
Skipped
Tue
21
09:30
Pat Wells
Visited
11:00
Summit Manufacturing
14:30
Harbor Fluid Systems
Wed
22
07:00
Drew Lawson
09:00
Casey Brennan
11:00
Taylor Reeves
13:30
Westgate Industrial
Thu
23
Fri
24
Sat
25
Sun
26
04 / Trips & on-the-go

Plan the day. Log it from your car.

Build trips. Route the day in one click. Log meetings the moment you walk out the door — voice-to-text, structured by AI, captured before you forget.

  • Pre-call briefings on every stop so you walk in knowing the contact, the history, and what to ask
  • One-tap navigation to the next address
  • Voice capture turns into a structured meeting record
Day 2 — Coastal Run
7 / 9 done
Northwind Pumps Sam Carter
11:4530 MIN
Confirmed
Coastline Hydraulics Jordan Lee
12:3030 MIN
Confirmed
Westgate Industrial Casey Brennan
14:0030 MIN
Sent
05 / Pre-call briefings

Walk in knowing what matters.

Minutes before every meeting, DebriefSales drafts you a briefing: the open quote, the last call summary, the decision-maker context, the questions worth asking. Read it in the car.

  • Auto-generated 4 minutes before each stop
  • Pulls from your CRM, prior calls, and notes
  • Suggests 3 questions to ask, ranked by relevance
Pre-call briefing — Coastline Hydraulics

Walk-in context

Existing customer. Open quote on coupling refit ($18,400) sitting in proposal for 6 weeks.

Ask about

  • Status of the refit decision — who else is in the room
  • Whether the November rate change affects scope
  • Reorder cadence on standard fittings
GENERATED 8:14 AM · 4 MIN BEFORE STOP
06 / Built-in CRM

A CRM that updates itself.

Contacts, companies, deals, tasks — all included. Deals move stages because your calls and meetings say so, not because you remembered to drag a card on Friday.

  • 6-stage pipeline with kanban + list views
  • Activities link to deals automatically
  • No double entry, no Slack reminders to "update HubSpot"
Prospecting
3
Standard fitting refit
Bayside Supply Co.
$14,500
Pump room upgrade
Westgate Industrial
$22,800
Proposal
3
Hygienic coupling suite
Northwind Pumps
$42,800
Site refit
Harbor Fluid Systems
$32,000
Closed Won
1
Drum pump replacement
Granite Mining Co.
$33,500
07 / Tasks

Captured automatically. Managed properly.

Every promise made on a call — "I'll send the spec," "Let's catch up Thursday" — gets pulled into your task list with the company, source and due date attached. Then you actually work them.

  • Auto-extracted from call transcripts and meeting summaries, with source linked back to the call
  • Filter by status, priority, assignee or source — see today, overdue, completed, or everything
  • List, board, or calendar view — whichever way you prefer to see your work
!TaskSourceStatusDue
Send updated cam-lock pricing sheet to Sam
Northwind Pumps
Meeting Not Started No date
Confirm refit timeline with Jordan
Coastline Hydraulics
Meeting Not Started No date
Follow up on sample order
Harbor Fluid Systems
Meeting Not Started No date
Send formal company introduction
Westgate Industrial
Call In Progress Fri, 2 May
Prep proposal review for Tuesday
Summit Manufacturing
Manual Not Started No date
Quarterly forecast write-up
Internal
Manual Not Started Mon, 5 May
08 / Team rollups (Team plan)

Managers see trends, not just scores.

Leaderboards across the team. Per-rep KPI breakdowns. Coaching notes you can leave on any call. The view a manager actually uses for one-on-ones, not the one they pretend to look at.

  • Trend lines per rep, per KPI — spot a slipping skill before it costs a deal
  • Coaching notes attached to specific call moments
  • Shared pipeline view with deal-level commentary
Team Leaderboard · This week
8.1
Alex K.
14 calls scored
7.4
Jordan M.
11 calls scored
6.5
Casey B.
9 calls scored
7.0
Pat W.
12 calls scored