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Free tools for running on Claude
Two free tools, each a working first step. No sales call needed. If you want a demo built on your workflow instead, get a demo.
The free CRM template
A free CRM template you duplicate and run yourself. Reps keep deal context current without re-typing it into the CRM. Builders can take it apart as a sample. It works alongside the CRM you already run; Salesforce stays your system of record. A team version is described on the Pipeline & forecast page.
The SaaS Audit
Give us the shape of your stack and get a stack cost snapshot back, no call required. It's the fast way to see what the full audit would surface before you book it.
No call required. The full audit is a fixed fee, credited against your first engagement.
Not sure which tool?
Start with the free CRM template if you want something in your hands today, or run the SaaS Audit if you want to see where the spend and the forecast gap actually are first.
Want the demo instead?
Prefer a guided path instead? We run one, in order: the SaaS Audit to map where you are, an AI workflow redesign to pick the work worth changing, and an AI-ready context layer build to give AI something reliable to stand on.