Market discovery
Tell Pete your products, your usual customer and your boundaries. He builds a list of the companies and decision makers that fit.
- Right companies, not a bought list
- Named decision makers
- Priority order
The whole sales job
Everything a sales team does, in one system.
Pete finds the right companies, reaches the right people, talks to them, follows up, books the meeting, closes the deal and gets you paid. Below is every part of it. It is all one product, sharing one set of records, so nothing falls between tools.
All joined up. One place. ↘
Find the right people
Pete does not spray a generic list. He builds a targeted market from what you sell and who buys it, then prioritises it with real buying signals.
Buying signals
Every company carries signals: a past customer, a lost quote, a web profile, or open records where your plan includes them. Each one records where it came from and how sure we are.
- Source and confidence on every fact
- Your own data counts as a signal
- Open records by plan
Cohorts
Save a query over those signals: must have, must not have, region, size. See a live count and a sample before you commit, then feed it straight into a sequence.
- Live count and sample
- Reusable saved queries
- Feeds outreach automatically
Companies and contacts
A proper CRM underneath: companies with their Companies House number when known, contacts, tags, notes and a full timeline of everything that happened.
- One record per company and person
- Tags, notes and timeline
- Nothing forgotten
Import and export
Bring your own companies and contacts by CSV in minutes. Your data is yours: export any of it whenever you want.
- CSV import and export
- Map your own columns
- No lock in
Reach them and talk
Pete reaches people the way they actually answer, holds a real conversation, and keeps following up until there is an answer either way.
Your own mailbox or ours. Open and click tracking, reply threading and one click unsubscribe built in.
Phone
AI voice calls that talk and handle objections, plus a web softphone for your own calls.
Text
Send and receive text messages, with replies landing in the same conversation as everything else.
Messaging
We add a channel when it can be done properly and within the rules, so the list grows over time.
Conversation and objections
Pete does not just send and hope. He replies, answers questions and handles the usual objections. The moment a person replies for real, their sequence stops so nothing feels robotic.
- Real replies, not canned lines
- Objection handling that keeps going
- A human reply pauses the sequence
Follow up sequences
Build a sequence of steps by day and channel: an email here, a call there, a text later. Try two versions of the copy. Steps stop automatically when someone replies.
- Steps by day and channel
- Two versions of each message
- Stops on reply
The approval desk
Nothing goes out unseen by default. Drafts queue in one simple desk, one at a time. Edit, approve or reject with the keyboard. Switch a step to autopilot once you trust it, and pause everything with one button.
- One draft at a time
- Keyboard approvals
- Autopilot per step when ready
Conversations
Every reply, across every channel, lands in one thread per contact. You read the whole story in one place instead of hunting through inboxes.
- One thread per contact
- Replies sorted for you
- Nothing missed
Book it and close it
A warm prospect is only worth something if it turns into a meeting, a signed contract and money in your account. Pete carries it all the way.
Meeting booking
Each person gets a public booking page that reads free and busy from their calendar. No double booking, time zones handled, and the meeting lands on the deal.
- Reads your real calendar
- No double booking
- Books straight onto the deal
Proposals and contracts
Templates with merge fields fill themselves from the record. Polish the wording if you want, then send for signature in a click.
- Merge fields fill the document
- Optional wording polish
- Send for signature
Electronic signature
Built in, not a separate service. A signer link, a typed or drawn signature, consent text, timestamps and a completion certificate with a checksum of the final document. Simple electronic signatures are valid under UK law.
- Signer link, no account needed
- Completion certificate
- Valid under UK law
Payments
Connect your own Stripe account. You send payment links and invoices to your clients, the money lands in your account, and a paid invoice marks the deal won.
- Money lands in your account
- Payment links and invoices
- Paid marks the deal won
Deals and pipeline
Every opportunity moves through clear stages, from lead to won or lost, with a probability. See it as a board or a list, with the whole timeline on each deal.
- Board and list views
- Stages and probabilities
- Full history on each deal
One joined up system
The CRM is the spine. The phone, the dashboard and your team all sit on top of the same records, so the left hand always knows what the right hand did.
CRM and phone in one
A web softphone is built into the CRM. When a call rings in, the caller, their company and their history pop onto the screen. The same live panel shows on calls you place.
- Browser softphone, nothing to install
- Screen pop with live caller info
- Live panel on outbound calls
The Today dashboard
Open Pete and the first screen is simply what waits on you: drafts to approve, replies to read, calls to make, contracts to sign, payments overdue. Then the pipeline figures.
- What needs you, up front
- Pipeline figures below
- No hunting around
Reporting
See what is actually working: which channels and sequences create conversations, meetings and sales, and where effort is wasted.
- Channels and sequences compared
- Pipeline and conversion
- Effort versus outcome
Teams
Add your colleagues with the right role, owner or member, by invite. Everyone works the same records, so handovers are clean.
- Owner and member roles
- Invite by email
- Shared records
Recover missed revenue
The quickest money is usually sitting in your own records: enquiries that went cold, quotes that were never chased and customers who quietly drifted away.
Win back campaigns
Import old enquiries, lost quotes and lapsed customers. Pete runs a ready made win back sequence across email, phone and text, and brings the live ones back to your desk.
- Old enquiries and lost quotes
- Lapsed customers
- Ready made sequence
Nothing left on the table
Deals that stall get nudged. Quotes that go quiet get followed up. Pete keeps working the long tail that a busy team never gets back to.
- Stalled deals nudged
- Quiet quotes chased
- The long tail worked
Measured against doing nothing
Because the whole journey is in one system, you can see what the recovered work actually brought in, rather than guessing.
- Outcome tracked end to end
- Attributed to the campaign
- Clear return
Plays by the rules, watches the spend
Reaching businesses in the UK comes with real rules. Pete treats them as a gate every message has to pass, and it shows you the cost before anything is spent.
Compliance gate
Every touch passes one check before it leaves: screening against the telephone preference registers for calls, the right handling for sole traders and partnerships, suppression lists, quiet hours and daily caps. If a check cannot be read, nothing is sent.
- Call screening registers
- Suppression that fails safe
- Quiet hours and daily caps
A way out in every message
Every email carries a one click way to opt out, and a request to stop is honoured straight away and for good. A bounce rate that climbs too high pauses sending on its own.
- One click opt out
- Honoured at once
- Bounce safety cut out
Cost shown before spend
Anything that costs money, a paid lookup, a call minute, a text, shows its price first and stops at the cap you set. No surprise bills.
- Price shown up front
- Caps you control
- Usage metered clearly
The point of all this
You sell. Pete does the rest.
Every part above runs inside the one product. You are not logging into five tools or paying five bills. You tell Pete what you sell, keep an eye on the approval desk, and take the meetings he books.
Common questions
Is this one system or several tools bolted together?
One system. Finding companies, outreach, calls, the CRM, booking, contracts and payments all share the same records. There is no separate dialer and no separate CRM to keep in step.
Does anything go out without me seeing it?
No, not by default. Every email and text waits in the approval desk for you to approve. Once a step has a clean record you can switch it to autopilot, and you can pause everything at any time.
Can I use my own email and phone number?
Yes. Use your own mailbox or ours, and your own number for calls and texts. The choice is yours.
Can I bring my own list?
Yes. Import your own companies and contacts by CSV, or let Pete build a targeted list. You can export your data at any time.