Seamlessly empower your GTM Team 

One agent, everywhere you talk

Voice-Driven Revenue Management

Every missed call is a missed deal. A living page for every customer, synced with your calendar — and every action item extracted so you actually keep it.

Target this segment for your next campaign Send email
48% Campaign
open rate
3.6% Click-through
rate
Above industry
average

Heard on today's calls

Customers ready to buy again 

Revenue potential
5 CUSTOMERS ≈ $48K · 2 CUSTOMERS ≈ $19K
This week's signal Pricing questions ↑ 32% — talk track updated

MOSCOT Glasses

MOSCOT · New York City · synced with calendar · 2 min ago

Customer page

Annual revenue

$4.80M

Employees

38

Location

New York, NY

Action items

2

Overview People (4) To-dos (10) Meetings Calendar Emails Campaigns
Up next Wednesday, August 12
01 Send the pricing sheet — action item from yesterday's call task →
02 Setup technical demo with implementation team to sync CRM — from Tuesday's demo to-do →
03 Demo at 10:00 — brief drafted from your last meeting calendar →
04 Follow-up email to Wells done
Perebel
Search
Activity

Workspace

Perebel Agent
Contacts
Analytics

Inboxes

Support
Sales

Direct messages

Betty Cooper
Gregory Medina
Amy Smith
Chats Calls
Open Unread Filter
Currently: Activation 7 / 12 · predicted
1 2 3 4 5 6 7 · Activation 8 9 10
SR
We're hoping to move forward this week

Internal · 2 comments · 9:40 AM

@Betty could you put together a quote for Sam by this afternoon?

Yep, I'll get that ready!

Reply internally…
SR
Do you have time today to answer some questions?
Of course — I'm free now if you are.
Incoming call · answered 9:45 AM · 15:29 summary ready
Message Sam… Send
SR

Sam Rosen

MOSCOT Glasses · New York

Phone(212) 555-0148
Emailsam@moscot.com
Lead statusNew lead
Pipeline7 · Activation
Revenue$4.80M
Action items2 open
Customer page →

Demand Generation

Track channels · build funnels · model growth · MOSCOT workspace

Analytics & LeadsChannelsFunnel BuilderGrowth Calculator Financial Modeler
PLG — Product-Led SLG — Pipeline Forecast

Model Inputs

Starting ARR

$ 100,000

New MRR / month

$ 10,000

Monthly churn

3 %

Gross margin

70 %

Final ARR

$348,734

3.5× growth

Final MRR

$29,061

monthly recurring

Gross profit / mo

$20,343

70% margin

LTV : CAC

80×

>3× is healthy

Monthly gross profit

Performance Marketing

MOSCOT Glasses · New York · $13/day · tROAS %

Campaigns

4

Ad groups

1

Keywords

6

Daily budget

$13

Dashboard Customer context Structure Keywords Search ads PMax Launch plan Creative specs Checklist
Up next Wednesday, August 12
01 Set customer goals — drop a transcript or type the targets context →
02 Creative tray is short 11 assets — drop them in below
03 26 launch checklist items open — measurement gates everything checklist →
04 Fill in last-30-day spend and results on the scrub scrub →

Revenue Operations

Pipeline forecast · SLG model · drafted from this month's calls

Steady-state revenue

$28,800

1.2 deals/mo

Overall conversion

6.0%

20 → 1.2

Pipeline value

$57,600

2 mo in flight

LTV : CAC

300×

>3× is healthy

Pipeline funnel · monthly cohort

Prospects in
20
01 Set objectives
19
02 Get ready
12
03 Take action
6
04 Evaluate
2.4
Closed won
1.2

Revenue is earned as prospects advance · conversion rates heard, not guessed

Today Wed, Aug 12 · synced
Next · 10:00 AM · from calendar Demo — MOSCOT Glasses
Brief drafted from your last call open →
Action items · extracted from calls

Send the pricing sheet

From yesterday's MOSCOT call

Urgent

Technical demo · CRM sync

From Tuesday's demo

High

Follow-up email to Wells

Sent 9:12 AM

Done
Later · from calendar
1:30 Pipeline review — internal
4:00 Onboarding call — Riverline Co.
This week's signal Pricing questions ↑ 32% — talk track updated
This week 4 action items done · 2 open

For sales leaders

It knows where every deal actually stands

Every deal is mapped to its real stage from the conversation itself — no self-reported CRM fiction. The SLG forecast updates as calls happen.

Learn more about forecasts →
Currently: Activation 7 / 12 · predicted
1 2 3 4 5 6 7 · Activation 8 9 10
Predicted from Tuesday's call · 58% through pipeline

For account & demand gen managers

Lifecycle, informed by calls

Implementation-team calls update each account's lifecycle stage — awareness to loyalty — so demand gen targets where the account actually is.

Learn more about lifecycle →

Aware

Engage

Convert

MOSCOTmoved today

Retain

Loyal

Advanced by yesterday's implementation call

For CSM & support leaders

Retention & NRR growth

Support calls surface churn risk and expansion plays early — retention work starts before the renewal is on the calendar.

Learn more about retention →

Churn signal · support call

"We're not really using the reporting seats…"

Play · sent to the CSM

Re-onboard reporting before renewal — then offer the analytics tier.

For example

Your best rep just ran a training session. Perebel was listening — and the enablement doc was drafted before the recording finished uploading.

Training session ended · 42:10

Enablement draft

auto-drafted · 42s

The phrase that lands: "own the follow-up, not the pitch."

Pricing objection: anchor on cost of the missed calls.

Demo move: open with the customer's own transcript.

Pushed to 12 reps review →
01

Capture

A training session, your top performer's calls, a support huddle — anywhere the good stuff gets said.

02

Distill

Perebel pulls the patterns — the phrases, the objection handling, the moves that make your best people your best people.

03

Enable

Playbooks, coaching nudges, and FAQ updates go out to the whole team — automatically, in your customers' words.

For sales teams

Every call, accounted for

Oversight without the ride-along — and follow-ups that close themselves.

Call views & transcripts

Every conversation searchable, summarized, and attached to its customer page.

Next steps that assign themselves

Every call ends with a next step — captured from the conversation, assigned to the right rep, closed before the deal goes cold.

Teammate analytics

Coach with real interaction data — response times, call outcomes, conversion by source.

CSV export

24+ call and conversation data points, filtered and dropped into your spreadsheet tool.

Call ended — MOSCOT Glasses

Today, 9:26 AM · 15:29

transcript →
New lead Pricing inquiry Expansion

Call summary

Sam wants 25 seats with annual billing for the retail team.

Asked how onboarding works across five store locations.

Budget approved — wants to move before the fall season.

Next steps

Prepare annual pricing proposal assigned · Betty
Share onboarding plan for 5 locations due Apr 30
Follow-up call to discuss details on calendar

Captured from the conversation · no notes taken

Your RevOps partner

The whole company in sync — without the meetings

For the first time, your front line, RevOps, and marketing are communicating — without realizing it, and without feeling micromanaged.

01

It notices what's working. The balance sheet shows Product X is selling — that becomes a talk track, not another dashboard.

02

Nothing sensitive leaks. The team gets the "what to say" and the right way to say it — never the spreadsheet behind it.

03

Coaching, not micromanaging. Reps get quiet nudges in their own workflow — it feels like getting better, not being watched.

Signal · Finance

details sealed

Product X is outselling forecast this quarter.

Nudge · To the front line

"Lead with Product X — here's the story that's landing."

JR
Delivered in the rep's workflow — no meeting required.

Perebel translates · finance → front line

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Twenty minutes, your own calls, real insights by the end of the demo.

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