Everything a deal produces. One system carrying it.
Leads, decks, proposals, agreements, payments, wallet passes — created, signed, paid, and delivered inside the same conversation your agent is having.
Other tools make you the courier — export the lead, paste it into the proposal app, chase the signature somewhere else, invoice from a fourth tab. Here, the deal never changes hands —
the same hands carry it end to end.
The talkers
Receptionists, chatbots, voice agents. Good at conversation. Their output is a message and homework.
The paperwork tools
Proposal, e-signature, invoicing apps. Good at documents. They wait for a human to arrive with the context.
The industry’s answer is integration — a bridge over the wall. We removed the wall.
Leads
Captured in the conversation, never in a contact form.
Captured by the Inbound Agent · Revived by the Outreach Agent
A lead here isn’t a row in a CRM waiting for a human. It’s already the proposal — it just hasn’t grown up yet.
Decks
Sales presentations that live where the deal lives.
Presented by the Deal Agent
Not an attachment. A tracked, living document in the same flow.
Proposals
Generated in seconds, tracked down to the cent.
Assembled from your price list — group rates, packages, add-ons. Configured in seconds, not composed from scratch.
Built and chased by the Deal Agent
You’ll know which conversation produced which sale.
Agreements
From handshake to e-signature without leaving the thread.
Carried by the Deal Agent
Signed, sealed and time-stamped, with the full audit trail attached to the deal.
Payments
The money moment happens in the conversation.
Collected by the Deal Agent · Renewals by the Customer Agent
Nobody on your side chases an invoice. The agent follows up until it’s paid.
Wallet Passes
The ticket lands in their phone.
Delivered by the Inbound Agent at the moment of purchase
Sale to wallet, untouched by human hands — 100% zero-touch.
Keep your CRM. We’ll keep it busy.
Proposaly works with your CRM, not instead of it. Every lead captured, proposal signed, and payment collected fires an event your stack can consume — leads arrive with full conversation context, not a name in a contact form. Syncs via Zapier, Make, n8n, or our API.