B2B Sales Intelligence
Most CRMs record the past. Ours recommends the next move.
Less administration. More time with customers.
The platform connects email and calendar activity to help keep customer and deal records current. Built-in agents prepare routine documents, flag deals that need attention, and recommend next actions. Your team reviews what matters, and nothing is sent without approval.
- connected email & calendar
- drafted documents
- deal-risk flags
- next-action recommendations
GreenLeaf Trade
demo account · retail
- Contact
- Sarah B. — procurement lead
- Stage
- Proposal sent
- Next step
- Renewal note — drafted for review
Draft ready — nothing sends without you.
records stay current from connected email and calendar — nothing sent without approval
The system, state by state
- SignalEmail and calendar activity across the pipeline.
- ContextDeal records, stages, and your sales process.
- RecommendationDrafted documents, deal-risk flags, and next actions.
- ActionRecords stay current; drafts wait for approval.
- ReviewNothing is sent without your team's approval.
From business case to production.
We start with the decision or workflow that needs to improve, assess the data and controls around it, then design, build, integrate, and operate the system in production. Scope and price are agreed before each stage.
Assess → Architect → Build → Operate and transfer
People define the objective, policies, thresholds, and exceptions. CoreTech systems forecast, recommend, or automate within those boundaries. Low-confidence and high-impact cases return to people, and actions remain traceable.
Security is the foundation of every engagement. Everything we build can run on your infrastructure, under your governance — data does not leave your environment without a written agreement. We work under NDA by default, and access to your systems is scoped, logged, and revoked at handover.
Tell us what you want to improve.