Built by salespeople.
For salespeople.

Tyler Allen spent the early part of his career working his way up through B2B tech sales — starting as an SDR, moving to BDR, then Senior SDR, and eventually into an Account Manager role at a fast-growing SaaS company. He was good at building relationships. What he wasn't good at was the part no one trains you for: inheriting someone else's accounts.

In his second year as an AM, a senior rep left mid-quarter. No heads-up, no structured handoff. Just a 30-minute phone call and a folder of CRM notes. Tyler was handed 22 accounts and told to "get up to speed" over the weekend.

He spent his entire first week doing archaeology — reading through two years of activity logs, chasing down context from colleagues who half-remembered conversations, and trying to piece together which accounts were close to renewing and which were quietly shopping alternatives.

He lost one. A $180K renewal. The customer had flagged a serious concern about their support tier in a call three months prior. The departing rep had handled it verbally and made a note in Slack — not in the CRM. Tyler had no way of knowing. When he reached out to start the renewal process, the customer said they'd already signed with a competitor the week before.

That loss stayed with him. Not because of the number — though that hurt — but because it was completely preventable. The information existed. It just wasn't in the right place at the right time.

He spent the next two years watching the same thing happen at every company he worked at. Then he decided to build the tool he wished had existed.