Your AI research analyst. It says who's worth calling. You take the meetings.
Point Client Path at a list of accounts and get a scored, cited research brief on every one — who's worth your time, why, and what to say. Every agent move is governed by an automation you control — auto-execute or human-gated. Every action audited.
Three moves from a list of accounts to knowing who's worth calling.
The agents aren't a sidebar widget. They research and score every account, then keep working the pipeline — proposing moves, drafting outreach, surfacing signals. You stay in the loop with a confirmation policy you control per rule.
Define what you sell
Author your offering — ICP, rubric, products. This is the yardstick every account gets researched and scored against.
Point it at your accounts
Import a list and run research. Every account comes back as a scored, cited brief — budget signals, tech fit, buying team — ranked by propensity to buy.
Let the agents work the pipeline
Rules watch for signals 24/7, draft outreach, and propose next moves — auto-execute or human-gated, your call per rule. You approve from the inbox and take the meetings.
A pipeline where the agents have the authority.
No fields-and-forms dashboard. No bolt-on AI summarizer. The agents propose moves, draft outreach, manage your catalog and quotes, and audit themselves while doing it.
Two lenses on one canvas. The dashboard isn't a list of forms. It's the deal in motion.
Lens A · Deal Journey shows the next move from discover to close. Lens B · Client Trajectory zooms out to three years of activity across every offering you've touched on that account. Both render on the same xyflow canvas — a clear view of every deal, at every stage.
Your accounts, ranked. Open the brief. Book the call.
This is what one rep sees before the first call of the day — every account in the queue scored and cited, the top one open and read in under a minute, the meeting booked straight after.
Schedule the follow-up and it's logged to the account timeline automatically. The call and the brief it came from are both logged to the account timeline.
Your CRM, an AI add-on, or Client Path. The honest version.
The old CRMs are a database your reps update. AI add-ons summarise the database. Client Path does the research, scores the accounts, and shows you what it did.
- Client PathVisual journey map + Lens A/B canvas
- Traditional CRMForm-and-field record pages
- AI add-onForm-and-field with a chat sidebar
- Client PathProposes moves · drafts outreach · per-rule policy
- Traditional CRMNo
- AI add-onPartial
- Client PathPer-rule · auto or human-gated
- Traditional CRMN/A
- AI add-onGlobal · all or nothing
- Client PathDiscover → expand → renew
- Traditional CRMSpread across tabs
- AI add-onNo
- Client PathNative · with cross-sell edges
- Traditional CRMNative (CPQ add-on)
- AI add-onNo
- Client PathRule · prompt · cost · cited
- Traditional CRMManual activity logging
- AI add-onPartial
- Client PathTriggered + diffed
- Traditional CRMNo
- AI add-onNo
- Client PathEnterprise · Ollama · Bedrock
- Traditional CRMN/A
- AI add-onNo
Pay per seat. Pay for the LLM you use. Nothing else.
Seat pricing covers the product. Pipelines, journey map, agent rules, quote management. LLM cost is metered through at provider rates with a 5% margin, fully audited in the activity log. Annual commits get a 22% seat discount and up to 18% on usage.
+ Metered LLM cost · pass-through
Every agent action shows its model tier, token count, and dollar cost in the activity log. We bill at provider rates with a 5% margin. Enterprise plans on on-prem infrastructure are quoted separately. Per-rule and per-run cost caps are hard, not advisory — no surprise bills, ever.
It plugs into the tools your team already runs.
LLM tier, search backend, notifications, billing. All swappable. Roll your own MCP server and connect a private data source in a config file. CRM sync and email integrations are on the roadmap.
The plain answers.
Point it at your list tonight.
Wire one offering, import your accounts, and let the research run. By tomorrow morning you'll know exactly who's worth calling — and walk into meetings the agent already prepped.
Not ready to commit? Get one free research brief on a single account first.