The account, not just the last conversation
Renewals fail on detail: what was promised in month two, which invoice is still open, who asked for the thing nobody wrote down. Sell keeps the client, the calls, the commitments and the money on one record.
One record per client
Everyone you sell to, with their meetings, notes, documents, tasks and invoices attached. The copilot reads this list when it answers, so asking what happened with an account does not mean opening five tabs first.
Commitments become tasks
What was promised on a call turns into work with an owner, rather than a line in a transcript nobody reopens. Tasks carry their own thread and their own analysis, and they are pages you can link a colleague to.
- Tasks created from the call, by you or by the copilot
- A comment thread per task
- Automations that fire when a meeting ends or a document changes status
What is owed, and whether it arrived
Invoices and payments sit in the same workspace as the relationship. You are the merchant of record: the charge is made on your own connected Stripe account and paid out to your bank, so what you see is your money, not a balance we are holding.
The knowledge base is the shared memory
What the copilot knows about your business, written by your team. New people inherit it on their first day instead of learning it one mistake at a time.
Where this happens in the workspace
- Clients
- Tasks
- Invoices
- Payments
- Knowledge
- Files