Every stage of the deal. One platform. One AI.
Conversation intelligence, AI-edited demos, Decision Rooms, content library, embedded eSignature, AI-drafted handoff and QBR briefs. Every signal from every deal, connected by one AI brain.
Discovery
AI-captured conversation intelligence on every call before, during, and after.
Meeting Recording
A branded AI notetaker joins every Zoom, Meet, or Teams call. Recording, transcript, talk-time, and an AI summary appear in your dashboard the moment the call ends.
Qualifying Calls
Discovery calls get the lighter-touch treatment: AI summary, qualification verdict, and a one-click "Create Decision Room" that pre-fills the Why-We're-Here section from the transcript.
AI Deal Brief
Every deal gets a live AI brief that re-synthesizes after every call, every email, every Decision Room signal. Walk into any conversation knowing exactly where the deal sits.
Demo
Turn every live recording into a branded trailer your buyer actually watches.
AI Trailers
A personalized, movie-like trailer of your demo. Auto-edited from the real call, narrated in your voice, branded with your colors. Buyers watch them because they aren't 60-minute replays.
Browser Recording
Record an async demo straight from your browser. Screen plus camera PiP, no install. Lands in the same trailer library and embeds into any Decision Room with one click.
Follow-up
Per-recipient share links with engagement tracking and AI-drafted emails.
Buyer Portal
A branded buyer portal per prospect where the whole committee aligns.
Decision Rooms
Branded per-prospect workspace with the trailer, mutual action plan, ROI summary, document library, embedded eSignature, and threaded conversation. All at one URL your champion forwards to the buying committee.
Sales Library
A company-wide pool of decks, case studies, security packets, and one-pagers. The AI ranks which assets to attach to each Decision Room based on the prospect's industry, stage, and recent discovery signals.
Close
Embedded eSignature with per-signer view events and auto-fired handoff.
Embedded eSignature
Send contracts straight from the Decision Room. Per-recipient signature status, real-time view events, and an auto-fired Handoff Brief the moment the envelope completes. DocuSign Connect supported out of the box.
Handoff
An AI Handoff Brief auto-fires the moment the contract closes.
Handoff Briefs
The moment a deal closes, an AI artifact for the implementation team: why they bought, promises made, success criteria, stakeholders, risk flags. CSMs walk in already up to speed.
Pipeline + Coaching
Features that span every stage: pipeline visibility, coaching, and an in-app AI assistant.
QBR Briefs
Per-rep quarterly review prep, on demand. Eight AI-synthesized sections covering wins, losses, active pipeline, at-risk deals, patterns, talking points, and manager preempts. Includes a Presenter mode and PDF export.
Analytics + Reports
Per-recipient watch time, clip-level heatmaps, deal-stage signals, team leaderboards, CRM sync. Engagement as a forecasting input, not a vanity metric.
Ask Winter
An in-app AI assistant that already knows your deals, your calls, your library, and your team. Ask anything from "summarize my Acme account" to "who hasn't replied in 10 days?" and Winter answers from your own data.
Everything you'd expect from day one.
Polish, integrations, and sub-features that come baked in alongside the headline capabilities above.
Branded end-to-end
Your logo, colors, narrator voice, and byline on every trailer, email, Decision Room, and PDF export.
Multilingual narration
Narrate trailers in 15+ languages, or clone a custom voice and apply it everywhere.
Full recording access
The raw tape lives beside every trailer. Jump to any moment, deep-link prospects into the source.
Collaborate with peers
Pull your SE or sales manager into a Decision Room without making them an admin. Full edit access on every section.
Threaded conversations
Replies from the share page, the Decision Room, or email all land in one threaded inbox per deal.
Searchable transcripts
Every recording is transcribed, diarized, and searchable across your entire library.
Rebuildable trailers
Reshape any trailer with different clips, narration, or branding without re-uploading the source recording.
CRM sync
Engagement, deal status, won/lost outcomes, and pipeline data flow into HubSpot or Salesforce out of the box.
Role-based permissions
Per-section visibility, admin vs collaborator vs viewer roles, audit-logged cross-rep access.
Stop juggling five sales tools. Run the deal from one workspace.
Conversation intelligence, AI demos, Decision Rooms, embedded eSignature, and AI handoff briefs. One platform, one AI. Free to start, no credit card required.