Start with one prospect. Review its brief, prepare a useful conversation and save a dated follow-up. Add deeper research and specialist tools as your book grows.
An announced cold-storage expansion could change this account’s refrigerated freight needs. Confirm the opening timeline and who owns transportation planning.
↗ Illustrative facility announcementBuilt around the way freight actually moves.
Guided onboarding takes you through account selection, a concise brief and a dated next action. The same account context stays with you as the relationship develops.
Add an account or choose one already in your book. Bring its saved information and available signals into the conversation before deciding how to approach it.
Turn the account story into an AI briefing, a relevant opener, and useful discovery questions. Review it, make it yours, and start the conversation.
Keep notes, deal context, and follow-ups attached to the account. Pick up where you left off without piecing the story back together.
Today brings due follow-ups and account priorities together. Return to the reason for attention and pick up the conversation with your notes, contacts and pipeline context close at hand.
See the workflowSee accounts that need attention, with fresh signals and committed follow-ups in context.
Review why an account surfaced, prepare your approach, and bring a relevant question to the call.
Capture the outcome and keep your next commitment visible, so momentum carries into tomorrow.
Account stewardship uses an agent to prepare a proposed next action. Reusable account knowledge keeps source references attached. You review the action and date before anything is saved to the account.
Account stewardship and reusable knowledge require workspace activation. We confirm access and scope with you; these capabilities are separate from the standard demo and trial.
Account profile · Madison, WI
Manager review · Confirm pickup windows
Knowledge version 03 · Account profile and review events
Reuse this context when its sources match. Changed or incomplete sources can pause the next step for review.
Proposed follow-up: November 18 · Based on knowledge version 03
Review the sources, action and date. Approval is required before the account is updated.
The account action and follow-up are saved, with a receipt recording the change.
Use a compatible client such as Codex to read saved accounts, signals and follow-ups from an approved workspace. Expiring, revocable access keeps the connection bounded.
Assisted setup and workspace activation are required. This preview is separate from the standard demo and trial.
Discuss a connectionTry the fictional demo, share the current freight product materials with your team, or use the free tools today.
Start with Core for your daily prospecting and follow-ups. Add Pro when you need deeper research, coaching and organized follow-through.
Pro is $99/month. Core Team is $59 and Pro Team is $109 per contributor/month, with three contributors minimum.
Start your free Core trialWant to talk through your team’s workflow?
Get in touchThe guided Core workflow helps you add or choose one prospect, review its account brief and save a dated next action. Today keeps that follow-up visible when you return. You can explore the fictional public demo before adding your own data.
Account stewardship, reusable account knowledge and the read-only MCP connection are controlled previews that require assisted workspace activation. Access and scope are confirmed separately; they are not included automatically in a Core or Pro plan, the standard trial or the public demo. Agent proposals require human approval, and MCP cannot edit records or send outreach.
Freight brokers and 3PL teams that want to turn account research into useful conversations. The product brings prospecting, freight signals, AI briefings, and pipeline follow-through together, with a particular depth in food and cold-chain freight.
Yes. The interactive demo is open without an account and uses fictional companies and illustrative signals. When you’re ready, start a 14-day trial with no credit card required.
A contact is a starting point. Prospect Sentinel adds the operating context: what changed, why an account may need attention, and a useful next step. Your account history and committed follow-ups stay connected to the work.
The core workflow helps you prepare briefings, call openers, and drafts. You review the context and decide what to say. A public signal is a reason to investigate, not proof that a company is ready to buy.
Core starts at $49/month for one person: accounts, concise briefs, conversation preparation, notes, follow-ups, import and export. Pro is $99/month and adds deeper research, supported discovery, cadences and coaching. Core Team is $59 and Pro Team is $109 per contributor per month, with a three-contributor minimum. Paid plans are available through an assisted launch; we confirm usage and setup before purchase.
Yes. Discovery is $29 and Quote & Cover is $39 per assigned user per month through assisted pilots. Pro includes Discovery starter access. We confirm source coverage, usage and availability before activation. Your sources, Do Not Contact controls and data exports stay in Core.
14 days free. No credit card required.