Trace for Sales
Walk into every call knowing the account's history. Trace remembers past emails, call notes, and research on a prospect so you never open a deal cold.
A deal touches dozens of pages: the prospect's website, a LinkedIn profile, a shared doc, three email threads, a competitor's pricing page you compared last month. Say you have a renewal call with a key account in ten minutes: instead of digging through your inbox and CRM, you open a tab on their domain and Trace surfaces what you discussed last quarter, the pricing page you both reviewed, and the objection they raised about implementation time, before you've typed a single search. Prep time turns into a five-second recall instead of a twenty-minute dig through your inbox.
- Personal Memory keeps account context, contacts, and past conversations ready the moment you open a tab on that company's domain
- Ask "what did we discuss with [company] last quarter" or "what objections has this prospect raised" in plain English
- Navigation agent fills CRM forms and cross-references pricing pages automatically, e.g. "log this call and flag the objection"
- Follow-up emails and proposal drafts pull from the actual conversation history, not a guess
- Knowledge graph connects a prospect to their company, competitors mentioned, and every page you've researched about them