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// the full tour

The CRM your closers actually use, the agent layer that works while they sleep.

Five modules, four agents, one ship date a week. Pipeline kanban with the actions senior reps reach for. Catalysts that fire on real signals before competitors notice. XP that maps to capital introductions. Built by a BDM who got tired of the legacy stack.

// 01 / pipeline

Pipeline that moves itself.

A drag-drop kanban with the actions senior reps actually use. Custom dispositions, smart marks, contact profiles with activity feeds, lifecycle stages, and bulk anything. No clicks wasted on data hygiene the system should be doing for you.

  • Custom dispositions per stage. Build the pipeline shape your motion runs on, not the one Salesforce thinks you should.
  • Smart marks (lists) auto-update as records change stage, get scored, or hit a Catalyst. Set the rule once.
  • Contact profiles with full activity feed, pinned notes, call dispositions, lifecycle stages, target tier, next-best-action.
  • Bulk anything. Multi-select drag, bulk stage changes, bulk tag, bulk export. The way you'd do it in a spreadsheet, but with referential integrity.
  • Hot / warm / cold tags from the warmth score, recomputed every action. No manual scoring.
  • Confidential field-lock per record. Locked deals render normally in your pipeline but are excluded from the public Arena and any capital-partner-visible surface.
Free tier:  full pipeline, unlimited contacts, unlimited seats.
// pipeline.kanbanlive
Lead12
Acme Corp
Sourced · 2h
Northstar AI
SEC · 5h
Clover Logistics
LinkedIn · 8h
Contacted28
Pivotal Health
Replied · 1h
Iron Forge Ind.
Email opened
Mosaic Bank
No response · 3d
Qualified9
Helix Robotics
Demo booked · Tue
Stratus Cloud
$48K · proposal
Won3
Beacon Health
$112K · this wk
Civic Power Co.
$84K · this wk
// 02 / catalysts

Signals before competitors. Not after the press release.

A catalyst is a saved trigger. SEC filings. New hires. Layoffs. Funding rounds. Tech-stack changes. News mentions. Custom GPT prompts run on whatever you can describe in English. Set the gates, set the frequency, and prospects show up in your pipe before anyone else has noticed.

  • 12 signal types out of the box — SEC EDGAR, GNews, exec hires, technographics, layoffs, funding, LinkedIn posts, new branches, RFP boards, web search, custom GPT prompt, and Firecrawl-driven page watches.
  • Gates & targeting: headcount band, industry, region, revenue band, tech-stack present/absent. Filters out the noise before it hits your pipe.
  • Frequency control: real-time, hourly, daily, or weekly. Hot signals get pushed; bulk queries roll up.
  • Stakeouts let you watch a specific company or person across every catalyst in one view, like a saved view but for active monitoring.
  • Auto-enrich on hit: industry, headcount, function, seniority, technographics. Free tier covers ~60% of ZoomInfo use cases day one.
  • One-click route to the Origin agent. Hits become drafts in your voice, ready to send.
Free tier:  SEC, news, hires, jobs. Pro:  technographics, custom GPT prompts, Firecrawl.
// catalysts.firinglive
SECHelix Robotics filed S-1 · $84M raise2m ago
HIRENorthstar AI hired Director of Sales · ex-Salesforce14m ago
TECHPivotal Health added Snowflake to stack38m ago
GPT"Companies hiring 20+ AEs in past 30d" · 7 hits1h ago
SECStratus Cloud filed 10-K · $410M ARR2h ago
POSTAcme Corp CEO posted "we're scaling outbound"3h ago
TECHIron Forge dropped Salesforce · last seen 7d ago5h ago
// 03 / gamification

XP, quests, badges, leaderboards. The fun layer over the real numbers.

Every action you take in the CRM has an XP value. Daily quests reset, streaks compound, badges unlock on real milestones (first close, hot streak, demo master, whale hunter). Public leaderboard shows where you rank. The numbers under the hood — total revenue, quota attainment, activity ratios — are what capital partners see when you qualify for The League.

  • 50+ XP-awarding actions: contact added, email sent, demo booked, deal moved, deal won, sequence enrolled, Catalyst converted, etc.
  • Daily quests reset at midnight EST. Hit "50 dials" to keep your streak. Streak = multiplier. Miss a day, multiplier resets.
  • 24 badges auto-unlock against your stats. Every badge has a known criteria so you can see what you're playing for.
  • Public Arena leaderboard at /arena. Anonymous by default; opt in to appear by name and qualify for The League.
  • The League is a pro-tier qualifying competition. Capital partners (vetted VC, PE, M&A) review top performers based on system-recorded metrics. Winners get capital intros — no application fee, no finder's fee, no equity cut.
  • Field-locked records stay private and don't count for League scoring. Confidential deals are excluded by default.
Free tier:  full XP / quests / badges / Arena. Pro:  League qualifying.
// xp.dashboardlive
14LVL
Closer · tier 32,840 / 3,900 XP
streak · 22 days×2.4 multiplier
50 dials today38 / 50
3 Catalysts converted2 / 3
Move 5 deals to Qualified5 / 5
Book 1 demo this week0 / 1
#02RANK
Top of League · cycle 00capital eyes on you
3 firms reviewed your card this week
// 04 / integrations

Connects to the tools you already pay for.

Native two-way sync with the email and ops tools your team is already running. No middleware, no Zapier hops. Bring your own LLM key and route AI calls through your own Anthropic / OpenAI / AWS Bedrock account. Your seat price stays the same.

  • Gmail / Outlook two-way sync. Send from DealArena, replies thread back into the prospect record. Open / click / reply tracking.
  • Slack alerts on Catalyst hits, deal stage changes, leaderboard moves, weekly digest.
  • LinkedIn Chrome extension (in build). One-click "Add to DealArena" on any profile or Sales Nav search result.
  • Calendly / Google Calendar book demos straight from the prospect drawer. The meeting auto-logs against the deal record.
  • BYOK for Anthropic, OpenAI, AWS Bedrock. Bypasses our metered cap entirely — you pay your provider directly.
  • CSV / JSON / Postgres dump exports. Your data is yours. Cancel any time with a 90-day window.
  • Migration: Salesforce, HubSpot, Pipedrive, Bullhorn import. We map your fields and you keep your history.
Most integrations free.  BYOK works on every tier.
// integrations.connectedlive
G
Gmail
connected · syncing
O
Outlook
connected · syncing
S
Slack
connected · alerting
L
LinkedIn
Chrome ext · beta
C
Calendly
connected
A
Anthropic BYOK
your key · last4 ••7421
P
Pipedrive import
12,418 contacts migrated
SF
Salesforce import
map & pull · ready
// the agent layer

Four agents. One does coaching at 3am.

A virtual BD department running on top of the CRM. Origin is live and shipping every week. Pipeline and CSM are in beta — cycling through Pro accounts now. Onboarding is Q4 alpha; Enterprise gets first keys.

LIVE

Origin

Catalyst & outreach

Watches your saved Catalysts. Drafts cold emails and LinkedIn messages in your voice. Coaches you in real-time between calls — call notes in, recap + next-step out, written back to the activity log.

// catalyst-aware drafting
// voice match from your last 50 sent emails
// post-call recap + next-best-action
// works on every tier
BETA · Q2

Pipeline

Lead discovery

Autonomous lead discovery. Runs your custom Catalysts on a schedule, scores hits against your ICP, and pushes qualified accounts straight into the funnel for Origin to draft against.

// nightly catalyst sweeps
// ICP scoring on every hit
// auto-creates prospects
// hands off to Origin
BETA · Q2

Customer Success

Retention & expansion

Detects churn signals before they show up in your QBR. Runs scripted lifecycle plays — onboarding nudges, expansion tells, at-risk recovery. Takes leads from prospect to retained customer end-to-end.

// churn-signal detection
// lifecycle play library
// expansion-opportunity flagging
// QBR auto-prep
ALPHA · Q4

Onboarding

ICP & setup

Day-one ICP interview. Walks every new user through 8 questions, builds their target ICP, pre-configures Smart Marks and Catalysts, and ships them to first dial in under 20 minutes. Enterprise alpha first.

// 8-question ICP interview
// auto-builds Smart Marks
// pre-fires 3 starter Catalysts
// Enterprise alpha keys
// what we're shipping

In the build now. Pro gets beta access. Enterprise gets alpha keys.

We ship to production every Tuesday at 10am EST. 106 weeks running. The roadmap below is the actual build queue, not marketing spec. Beta access is one of the perks of going Pro; Enterprise customers can request alpha builds.

Sequence builder · branching

Visual wireframe-style sequences. Email, LinkedIn connect, message, call. Yes/no branches, delay timers, scheduled triggers, conditional logic on opens and replies. Replaces Outreach.io / Salesloft for the single-line motion.

Pro: beta accessEnterprise: alpha
// cycle 00

The League · Cycle 00 opens

First Pro-tier qualifying competition. Capital partners (3 VC firms confirmed, 2 PE shops, 1 M&A boutique) review top performers based on system-recorded metrics: real revenue, real activity ratios, real conversion. Winners get warm capital intros.

Pro / Enterprise onlyEntry gated on ARR + activity
// Q3

BYOK Custom Reports · Analytics

Bring your own LLM key. Run plain-English reports against your CRM data. "Show me my top 10 stalled deals by ARR" → table. "Build a one-page brief for my QBR with Acme" → exportable doc. Pulls tables, decks, briefs directly from the analytics page.

Pro: beta accessEnterprise: alpha
// Q3

Pipeline Agent & CSM Agent · GA

Pipeline agent goes from beta to GA. CSM agent goes from beta to GA. Combined, they cover lead discovery on the front end and lifecycle / retention / expansion on the back end. Origin still owns the middle (outreach + coaching).

Pro: included
// Q3

Mobile + Autodialer

Native iOS + Android app paired with a single-line autodialer. Use your real number, stay on brand, log every dial + disposition + outcome to the CRM in one tap. Works offline; syncs when you reconnect. The dialer is included in Solo and Pro.

Solo: includedPro: included
// Q4

Onboarding Agent · Alpha

Day-one ICP interview. Walks every new user through an 8-question intake, builds their target ICP, pre-configures Smart Marks, and pre-fires 3 starter Catalysts. Goes from sign-up to first dial in under 20 minutes. Enterprise alpha first; Pro second.

Enterprise alpha firstPro second
// Q4

AI Note-Taking · Sales calls

In-browser recorder for sales calls. Whisper transcription, GPT extraction of action items, auto-write back to the prospect record as activity-log entries + tasks. Notes from a sales call should land in the CRM, not in a separate notes app.

Pro: included
// Q4

Chrome Extension · LinkedIn / Sales Nav / Apollo

Sidebar that activates on LinkedIn, Sales Nav, Apollo, ZoomInfo, and company sites. One-click "Add to DealArena" pulls the contact + company in with enrichment. Killer feature: batch-import every visible profile from a Sales Nav search result page.

Pro: includedSolo: included

Free covers what most sellers actually need. Pro replaces the stack.

Sign up free, build a real book of business, qualify for The League. No credit card, no demo gate.