Ctrl

Ctrl | Turn your CRM into a winning sales playbook is a CRM augmentation tool designed to standardize and optimize the sales process. By embedding best practices directly into daily workflows, it helps sales teams replicate successful plays, gain real-time deal visibility, and automate routine tasks with AI-assisted guidance. The platform emphasizes unified processes, predictability, and ease of use across the sales lifecycle, from initial contact to closed-won deals. It integrates workflow guidance, AI-powered automation, and single-window access to apps and data, all while highlighting security (SOC 2) and practical scalability for teams of varying sizes.

How Ctrl Helps Your Team

• Turn your best performers into a repeatable process that can be replicated across deals and reps.
• Provide clear next steps, identify blockers, and boost deal velocity with real-time visibility into every opportunity.
• Equip reps with AI-assisted updates, summaries, and personalized follow-ups derived from CRM data.
• Centralize workflows so reps stay in context and updates across apps can be performed in one place.
• Use SOC 2 certified security to protect data and maintain compliance.

How It Works

1. Integrate with your CRM to surface and standardize winning sales plays.
2. Follow a guided process that encodes best practices, improving consistency and predictability.
3. Leverage AI to auto-generate follow-up emails, populate CRM fields, and summarize notes from meetings.
4. Stay in one window with seamless access to all necessary apps and data for timely action.
5. Get real-time visibility into deal stages and blockers to accelerate closes.

Features

• Standardized sales playbooks embedded in CRM workflows
• Real-time deal visibility with next-step guidance and blockers
• AI-assisted note taking, summaries, and follow-up email generation
• Auto-populate CRM fields and update records with a single click
• Unified, single-window access to apps and data
• SOC 2 certified security and privacy controls
• 1:1 session availability to map best practices and build a blueprint for success

Safety and Legal Considerations

• Suited for enterprise sales processes; ensure data integrations comply with your internal security policies and privacy requirements.

Core Benefits

• Consistency: Replicable winning plays across the team
• Predictability: Clear next steps and observable deal health
• Efficiency: AI-driven automation reduces manual data entry
• Security: SOC 2 certification validates data protection practices
• Simplicity: A single window to manage workflows and data