For sales, finance and RevOps teams

The ROI machine for revenue teams

Everyone on your team gets their own Ziti. It takes the busywork off their plate, in the tools they already use, and every email waits for them to send it.

Book a call How it works

What should I take off your plate?

Follow-ups after every call

A ready-to-send email in your drafts

Your call with Dana at Northwind ended at 3:40. By 3:44 a follow-up with the three next steps you agreed was waiting in your drafts.

Gong

Gmail

Morning call prep

A brief for every outside call today

Four calls today. For each: who they are, where the deal stands, and the one thing to ask. One Slack message at 8:00.

Calendar

Salesforce

Slack

Deals moved after calls

Your CRM updated as far as the call proved

Acme moved to Proposal with a dated note on what they asked for. Globex stayed put: nothing on the call proved a move.

Gong

HubSpot

Threads gone quiet

A nudge drafted when they stop replying

Three people haven’t answered you in two days. A short nudge sits in each thread, in your voice.

Gmail

Lost deals worth another go

Back on your list when the reason changed

Initech said no in May over budget. Their new fiscal year started this month, so a reopener is drafted.

Salesforce

Gmail

Receivables chasing

Every overdue invoice followed up

Invoice 1042 to Acme is 9 days late. A polite reminder is in your drafts and the ageing sheet is updated: $12,400 due Friday.

QuickBooks

Sheets

Gmail

Month-end close

Revenue pulled together from the workbooks

September closed from the five workbooks your team mailed in. Two lines don’t match the bank; they are flagged for you.

Gmail

Sheets

Signed contract to onboarding

The form filled the minute a contract is signed

Northwind signed at 11:02. Their onboarding form was filled from the order form by 11:05, with the start date and terms.

PandaDoc

HubSpot

Revenue by contract type

Retainer, project and total contract value each month

October so far: retainers up 6%, two new projects, and one renewal that shrank. One table per month in your sheet.

HubSpot

Sheets

Daily pipeline snapshot

Counts the team can trust, no manual report

48 open deals, 6 new since yesterday, 3 moved to Trial. Broken down by owner and product, in Slack at 9:00.

Salesforce

Slack

Reps who went quiet

Open deals with no email from their own rep

Seven open deals had no email from their rep in 10 days. The list went to you on Monday, oldest first.

Salesforce

Gmail

Stage duration

How long deals really sit in each stage

Deals spend 19 days in Contracting, up from 12 last quarter. Trial is steady at 14.

Salesforce

Sheets

Leads by source, monthly

Marketing and sales-qualified leads, year to date

Year to date: 312 marketing-qualified, 96 sales-qualified. Paid search fell, events rose. In email and Slack on the 1st.

HubSpot

Slack

Follow-ups after every call

A ready-to-send email in your drafts

Your call with Dana at Northwind ended at 3:40. By 3:44 a follow-up with the three next steps you agreed was waiting in your drafts.

Gong

Gmail

Morning call prep

A brief for every outside call today

Four calls today. For each: who they are, where the deal stands, and the one thing to ask. One Slack message at 8:00.

Calendar

Salesforce

Slack

Deals moved after calls

Your CRM updated as far as the call proved

Acme moved to Proposal with a dated note on what they asked for. Globex stayed put: nothing on the call proved a move.

Gong

HubSpot

Threads gone quiet

A nudge drafted when they stop replying

Three people haven’t answered you in two days. A short nudge sits in each thread, in your voice.

Gmail

Lost deals worth another go

Back on your list when the reason changed

Initech said no in May over budget. Their new fiscal year started this month, so a reopener is drafted.

Salesforce

Gmail

Say it once. It keeps getting done.

No setup project and no workflows to draw. You talk to your Ziti like you would to a colleague.

Say what you want done

In Slack or in the app, in your own words. Ziti turns it into a job that keeps running.

It does the work

On a schedule, or the moment something happens: a call ends, an invoice comes due, a thread goes quiet.

You stay in charge

Emails wait for your send. Everything Ziti did is on your ledger, line by line.

It remembers, and it compounds

Every chat, every run and every edit teaches it something. It starts with you, learns your accounts, then your team and your company, and tidies its notes every night so nothing goes stale.

Your company

Discounts over 15% need the CROFinance closes the books on the 5thDeals over $50k need the CFO

work only

Your team

Priya owns the enterprise dealsRenewals stall at legal reviewTwo of five reps haven’t connected email yet

work only

Follow-ups

Send proposals as a PDF, not a doc link

Call prep

Leave out meeting slots, he always removes them

You

Writes short, no pleasantriesSays “Sir” to senior clientsNever offers Friday meetingsAt Northwind, Dana decidesGlobex asked for SOC 2 twiceYou promised Acme pricing by Friday

Receivables

Check the billing sheet before chasing

Pipeline snapshot

Count Trial and Pilot as one stage

It learns how you write. You never have to tell it.

It learns your style from the emails you send, and keeps it fresh every week.
Before its next run, it reads what you changed in its drafts.
What it learned is yours to read and to edit.

Follow-up to Dana at NorthwindDraft

Hi Dana,Dana,

I hope this email finds you well. Thank you so much for taking the time to speak with me today. Three next steps from today: the pilot scope by Friday, pricing for 40 seats, and a call with your IT lead.

Best regards,Thanks,
Alex

You sent it with your changes

Noticed: you open with the name and skip the pleasantries.

Follow-up to Sam at GlobexNext draft

Sam,

Two things from today: the SOC 2 report is attached, and I’ll send the security questionnaire back by Wednesday.

Thanks,
Alex

A page of your own, built by your Ziti

No dashboard to set up. Your Ziti reads your work and builds the one page you need, asks before it guesses, and reshapes it as you use it. No two people get the same page.

ziti.ai/you · Maya

Maya

Your deals and your team’s sequences, as of 8:40 this morning.

Before I build more: when a prospect replies mid-sequence, should I stop the rest and draft a reply for you?

Yes, alwaysOnly for big dealsAsk me each time

Only you can answer

Northwind: can the pilot include all 40 seats until December?Dana asked yesterday · your reply is drafted once you answer

Answer

Globex wants a 15% discount for a 2-year termNeeds your call before Sam replies

Answer

Sequences

Step 1 · 12

Acme · Lee

Initech · Dana

Step 2 · 7

Umbrella · Sam

Hooli · Priya

Replied · 3

Stark · Priya

Wayne · Lee

For the leader who buys it

Adoption you don’t have to chase

See who on your team is using Ziti, what it did for each of them, and whether they’re getting better with it.

Your Ziti

PPriyaEvery day

MMarcoQuiet 9 days

DDanaEvery day

LLeeTrying it

SSamEvery day

Each rep’s Ziti tells yours how the work is going, privately. Work only, nothing personal.

Your team this weekMon 12 – Fri 16

Priya sent 14 of Ziti’s drafts, rewrote 3 and deleted 2.

Marco hasn’t opened Ziti in 9 days. His follow-ups stopped going out.

Dana’s pipeline snapshot went out every morning at 9.

Lee brought back 2 lost deals. One is in Proposal again.

Sam asked for next steps on every call this week, up from half.

Before Ziti

24%

of follow-ups got a reply

With Ziti, after 6 weeks

44%

of follow-ups got a reply

Every email waits for your send

Nothing reaches a client until you send it.

Quiet when there’s nothing

If nothing needs you, you hear nothing.

Records that match what happened

Your CRM moves only as far as the call proved.

Everything on the record

Every run and every change, line by line.

“One of the few AI platforms that doesn’t just help you think, but reliably puts your GTM and ops work on autopilot across the tools you already use.”

Hari ValiyathCo-Founder & CBO, Pixis

Works in the tools you already use

Ziti asks for only what each job needs, never more.

HubSpot
Salesforce
Gmail
Sheets
Calendar
Drive
Gong
Google Ads
Zoho Books
Xero
QuickBooks
Slack
Monday
ClickUp
Fireflies
Thousands more through Pipedream

New connectors added on request.

A Ziti for everyone on your revenue team

Tell us what eats your team’s week. We’ll show you Ziti doing it on a call.

Book a call