● Private beta · Summer 2026  Limited spots

Every signal in. One clear move out.

PRISM is the AI-native CRM that runs your revenue motion — not just records it.

We didn’t build a better dashboard. We built the thing that reads everything your team already does — and tells them exactly what to do next.

No self-serve signup. We review every request. Your AI, your key, your data.
WHAT FEEDS THE INTELLIGENCE PROPOSED NEXT ACTION Email Meetings Notes Lead capture Documents Calendar INTELLIGENCE LAYER
Customer Success · At-risk
Re-engage Acme Corp
Quiet 11 days · health slipping. Check-in drafted.
Send check-inEdit · Dismiss
Signals in. Judgment applied. One clear next action out. — that’s the whole product.
How it works

Everything else records. runs the loop.

It turns what your team already does into the next right move — and gets sharper every time you use it.

01 — INGEST

It reads everything

Email, calendar, calls, Slack, your CRM — every signal your team already creates flows in and gets understood.

02 — PROPOSE

It drafts the move

The intelligence layer applies judgment and proposes one clear next action — written, with the reason it exists.

03 — DECIDE

You own the click

Approve, edit, or dismiss. Nothing is sent or changed without a human. Every choice makes it sharper.

04 — RECONCILE

It catches the drift

When your stated strategy and real outcomes diverge, PRISM surfaces the gap — so you can fix it.

A day in the life

What the loop feels like.

Same system, two motions. Reps and CSMs walk in knowing everything — and walk out typing nothing.

Account Executive

The rep’s day

8:55 AM
Opens PRISM to a ranked queue, not a blank CRM. Four moves, each already drafted.
9:10 AM
Approves a multithread on a stalled deal — two new contacts surfaced, intros written.
11:30 AM
Walks into a demo with a one-page brief PRISM built from the last three touches.
4:00 PM
Follow-ups queue themselves for a quick review. Zero notes typed by hand.
Customer Success Manager

The CSM’s day

9:00 AM
At-risk accounts already surfaced — health, the reason why, and a check-in drafted.
10:15 AM
Sends a renewal brief for an account 30 days out — talking points pulled from the relationship history.
1:00 PM
Catches an expansion signal — usage up across three teams, the play is ready.
3:30 PM
Hands a new logo to onboarding with full context — nothing re-typed.
Switch without starting over

Already on HubSpot or Salesforce? Bring it with you.

Our import pipeline maps your companies, contacts, deals, and full history into PRISM — owners, notes, meetings, and all — with the source of every field preserved. Your data lands clean, connected, and ready for the intelligence layer on day one.

ImportingHubSpot → PRISM
Companies & accounts
Contacts & roles
Deals & pipeline stages
Notes, emails & meetings
Owners & relationships
Provenance preserved — nothing lost.
The platform

This is not a dashboard you log into.

A dashboard waits for you to find the problem. PRISM finds it, explains it with evidence, and proposes the fix — across sales, success, and marketing on one graph.

Ask anything

One source of truth — so the answer is always the same answer.

Ask in plain language across every deal, conversation, and customer. The answer comes from your real numbers, every time, with the evidence you can click into. No second copy. No dashboard that disagrees.

Ask PRISM  Which renewals are at risk this quarter, and why?
3 of 14 renewals are at risk, totaling $418K. Northwind and Globex went quiet after a champion change; Initech’s usage dropped 38% month-over-month.
↳ 3 deals↳ 7 signals↳ evidence
The reconcile surface

When your strategy and your data stop agreeing, PRISM tells you.

You wrote a playbook. Is anyone following it? PRISM holds your stated strategy against what’s actually closing — and surfaces the gap as something you can act on. Most pipeline reviews are theater. This one isn’t.

Your stated ICPMid-market B2B SaaS
What’s closing70% healthtech, <100 employees
◆Your closed-won looks nothing like your stated ICP. Worth a look before next quarter’s plan.
The intelligence layer

It doesn’t just answer. It builds the answer.

Ask a question and PRISM returns a purpose-built, interactive view — the metrics, the trend, and the call to make — not a wall of text you have to decode.

Ask PRISMHow can I reach my goal for the quarter?◆ Generated by PRISM
Booked ACV · Q2
$0.00M
Quota attainment
0%
If all 3 close
0%
Booked · $2.45M
Quota · $3.0M (100%)
Today · 82% to quotaIf all three close · 110%
Acme Corp  ·  +14% to quota
Negotiation · the swing deal. Multithread & next steps drafted.
$420K
Northwind  ·  +9% to quota
Proposal sent · follow-up ready to go.
$260K
Globex  ·  +6% to quota
Verbal commit · paperwork to send today.
$170K
◆PRISM read this: You’re at 82% with $2.45M booked. These three open deals total $850K — close all three and you land at 110% of quota. Acme is the swing; the next step on each is already drafted.
The philosophy

The system is the analyst. You are the decider.

PRISM does the reading, the math, and the drafting. You keep the decision. That’s the whole product.

What PRISM is

  • + The CRM — your data, conversations, and history in one place
  • + A system that proposes the next move and lets a person decide
  • + One source of truth, evidence attached to every answer
  • + Your AI, your key, your bill — no lock-in, no markup

What it is not

  • – A chat layer bolted onto the CRM you already have
  • – An autonomous bot that changes records behind your back
  • – A second copy of your data that disagrees with the first
  • – Everything to everyone, and great at nothing
Why PRISM

Everything else records.
runs.

vs.HubSpot & Salesforce

They record everything; reps complain nothing tells them what to do. PRISM solves the problem the incumbent created.

vs.Day.ai & Attio

They auto-populate clean records. But records are commoditized. PRISM tells your team what to do with them.

vs.Gong & Clari

They observe and report. PRISM observes, reports, and acts — closing the loop neither of them can.

Request access

Get into the private beta.

We onboard teams deliberately — no spam, no self-serve signup. Tell us where to reach you and we’ll be in touch when there’s a fit.

Private beta · Summer 2026. Your AI, your key, your data. Built to the highest compliance bar from day one.
You’re on the list.
We review every request personally and reach out when there’s a fit. Welcome to the front of the line.