01CRM / signals
Spot an expansion signal
Combine product use, stakeholder activity, CRM history, and timing into one account view.
Verti for sales
Put your best seller’s judgment behind every opportunity.
Mine how top performers research, qualify, position, and follow through, then operationalize those patterns without turning selling into a script.
Signal → next movecontext for every opportunity
The performance gap
The CRM records activity, not why your best people win.
Top sellers recognize timing, risk, stakeholder dynamics, and the right next move through experience. Verti captures those patterns and makes them actionable across the revenue team.
Every recommendation shows the context and operating logic behind the next action.
One connected operating story
From account signal to a prepared human conversation.
Agents handle research, coordination, and follow-through while sellers retain ownership of relationships and judgment.
02Company Expertise
Build the account brief
Explain why the signal matters and attach the relationship and objection context.
03Human approval
Prepare the seller’s next move
Draft the brief, outreach, and follow-up plan for the seller to review.
04CRM / record
Record the outcome
Return the approved action and result to the CRM so the next recommendation has context.
Where to start
High-impact starting points for sales.
01Account research
Arrive with the context already assembled
Unify customer, market, product, and relationship intelligence before every interaction.
02Qualification
Prioritize with more than a score
Apply expert judgment to timing, fit, risk, and buying dynamics.
03Follow-through
Keep every commitment moving
Coordinate next steps, content, stakeholders, and CRM updates without manual chasing.
04Coaching
Scale the patterns behind top performance
Surface decision patterns and reviewed examples inside the flow of work.
Expansion signal foundUsage, timing and stakeholder activity connected
Account history linkedCRM context and prior objections retrieved
Opportunity openedSeller receives a reviewable signal
Context before contact
Bring the account signal and the seller’s reasoning into the same view.
The agent assembles relationship history, timing, fit, and stakeholder context before recommending an evidence-backed next action.
The sales expertise layer
Make the next move as thoughtful as your best seller would.
Verti connects account signals, relationship history, market context, and top-performer judgment so preparation and follow-through compound without scripting the conversation.
Explore all platform modules01↗02↗03↗04↗05↗06↗07↗
Platform overview
See how company context, agent work, and human review connect.
Expertise Mining
Capture decision patterns from experts and cases they already handled.
Company Expertise
Create a record people can review and agents can use.
Governed Agent Operations
Run work across systems with roles, permissions, and approvals.
Continuous Learning System
Improve behavior from reviewed outcomes after approval.
Company GPT
Answer teams with company context and access rules applied.
Integrations
Connect the systems, communication channels, and records the operation already uses.
Begin with one revenue motion
Start with the sales motion your top performers execute differently.
Verti mines the difference and turns it into governed support for every seller.
Show us the process