The Agentic CRM that runs your sales motion and helps close deals.
You set-up your sales motion.
Agents do the heavy lifting.
PROSPECTResearches and enriches leads
Evaluates leads against your ICP through firmographic enrichment and web research.
Name | Industry | Headcount | Funding | Tech Stack |
|---|---|---|---|---|
| FinTech | 1,000+ | £300m Series D | ZendeskLooker | |
| Design | 1,200+ | £70m Series D | SlackZoomNotion | |
| FinTech | 400+ | £106m Series C | SegmentZendesk | |
| FinTech | 2,500+ | £30m Series C | AWSSnowflake | |
| Payments | 7,000+ | £2.2bn Series I | AWSDatadog | |
| Cloud Infra | 500+ | £250m Series E | GitHubSlack | |
| B2B SaaS | 500–1,000 | £343m Series C | SalesforceSlack | |
| B2B SaaS | 100–250 | £52m Series C | GitHubSlack | |
| Payments | 400+ | £10m Series A | StripeSlack | |
| FinTech | 500+ | Acquired | AWSZendesk | |
| FinTech | 10,000+ | £800m Series E | SnowflakeLooker |
PRIORITISEIdentifies where to focus
Tracks buying signals and deal health and proactively flags deals that need your attention.
Name | Industry | Status | Deal Health | Last Contacted |
|---|---|---|---|---|
| DevOps | Customer | 49 | — | |
| HR Tech | Stage 1 | 67 | 6d ago | |
| Observability | Customer | 90 | 1w ago | |
| FinTech | Stage 3 | 73 | Today | |
| Design | Customer | 92 | Today | |
| FinTech | Lead | 54 | 2d ago | |
| Cloud Infra | Stage 3 | 88 | 1w ago | |
| FinTech | Stage 2 | 76 | Apr 24 | |
| B2B SaaS | Lead | 45 | — | |
| Payments | Stage 1 | 63 | 3d ago |
There are 3 opportunities worth £180,000 which need your attention today.
Anthropic: Your action to send through a pricing proposal is 2 days overdue, and they have already said they are speaking to other vendors.
Notion: No updates from James for 2 weeks. This is the biggest opportunity this quarter - you should follow-up with the Linear case study which speaks to the automation features they were interested in.
GitLab: Their current contract comes to an end in October. Nailing Friday's MBR will be key, so you should get ahead on prep.
PREPAREPreps you for meetings
Summarises deal history, identifies key buying signals, and advises on positioning and objection handling.
It's a demo following your discovery call on 3rd October - Lee Robinson (VP Sales) has brought in two team leads and Sales Enablement to assess key workflows.
- You're being evaluated against HubSpot and Pipedrive.
- Lee flagged pipeline visibility as a key pain point in his last email. Start there before moving into the AI features — it's your strongest hook.
- Sales Enablement are concerned about tool sprawl, so tie everything back to Puck's native integrations.
I've linked the last call summary and transcript below. Let me know if you want me to prepare a high-level script and notes on how to handle potential objections.
Vercel
ACTIONAutomates sales admin
Puck manages CRM updates, call summaries and transcriptions, emails and other day-to-day tasks.
Deal stage updated
Figma moved to Customer
Email sent
Follow-up sent to Jamie Baker
Task completed
Pricing proposal marked as sent
Contact added
Sarah Park added to CRM
CLOSEKeeps deals moving forwards
Identifies the key actions required to get each deal over the line, and does them.
Actions
Want me to draft and send follow-ups to Sarah and John now?
Outbound tools get you leads.
Puck turns them into revenue.
Full, real-time context
Puck integrates with your sales stack, analyses every interaction, learns what works, and adapts its approach automatically
- Calendar
- CRM
- Knowledge Base
Built for fast-moving sales teams at every stage of growth
Scale-ups
Build an agentic revenue engine with the controls and support your org requires
Speak to salesNot just another chatbot
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