The AI-powered CRM for field scientists and the sales teams beside them
Accounts, validations, protocols, pipeline and quotes in one workspace, with an AI copilot that knows your customers and writes your reports. Built for the lab, ready for the deal.
Replaces the stack most field teams live in
Built for the field and the deal
Made for the people who install, validate, sell and support
Log the visit, the instrument and the next step before you leave the lab.
Protocols, pipeline stages and quotes attached to the account that needs them.
Works on the phone between meetings. The copilot briefs you on the way in.
AI powered
An AI copilot that has read your whole workspace
It sees your accounts, activity, projects and protocols, then briefs you, drafts the follow-up and creates the records. Included and metered, so there are no API keys and no surprise bills.
- Brief me before a site visit, with open tasks and last contact
- Draft a follow-up referencing the validation results
- Move this account to Quote and draft the price check
- Create a task and a meeting from these notes
- Write this week's report for my manager
Northshore Lab is at Validation since 12 Mar. Last contact: site visit 9 days ago (Dr. Aria Chen, champion).
- • 2 open tasks: assay recalibration, shipping paperwork
- • Quote #Q-1042 for $38,400 awaiting sign-off (14 days)
- • Protocol “Cell viability v3” attached to the project
Product tour
See what your team's workspace looks like
Five screens, one account context. Click through the pieces you'd use every day, whether you're running a validation or running a deal.
Institutions, champions and your own pipeline stages, with open value per account.
Platform
Everything field scientists and sales reps juggle, in one workspace
Long cycles, many stakeholders, validations, pipeline and paperwork that all belong to the same account, finally sharing one context.
Accounts built for science
Institutions, champions and configurable pipeline stages, territories and installed base, not a generic sales funnel.
Validations run as projects
Milestones, budgets, health and custom fields, with tasks on a kanban or a list.
Protocols & knowledge base
SOPs, troubleshooting notes and journal papers, searchable and linked to the account that needed them.
Quotes separate from revenue
Price checks stay quotes until they're won. Invoices follow your workspace currency automatically.
One unified calendar
Meetings, tasks and milestones in one view, with a subscribe feed for Google, Outlook or Apple.
Truly separate workspaces
Several companies, regions or product lines with isolated data and dashboards. One click to switch.
Workspace isolation enforced in the database, not the UI.
Accounts, contacts, projects, tasks, documents and notes.
Weekly internal and account summaries from logged activity.
How it works
Live in an afternoon
No implementation project, no consultant, no six-week rollout.
Import your accounts
Drop in an Excel or CSV export and map the columns. Contacts, territories and stages come with it.
Log work as you go
Calls, visits, meetings and emails attach to the account and roll into projects automatically.
Let the AI report
Ask for an account brief or a weekly report, written from your real activity, not from memory.
Pricing
Free while we're in beta
Beta testers keep beta pricing for their first year after launch.
Beta
Invite-only
- Full platform access
- Monthly AI allowance
- Import from Excel/CSV
- Email support
Starter
For solo scientists & reps
- Everything in Beta
- Higher AI allowance
- Priority support
Team
For field, sales & technical teams
- Shared workspaces
- Team roles & access
- Highest AI allowance
Questions, answered
Join the beta
We're onboarding a small group of field science and technical sales teams, reviewing every request by hand. Tell us what you work on and we'll send an invite code.