NewThe agent now drafts in each rep's own tone

The CRM that does the research for you

Ledgerline reads the web for every lead, scores each deal and writes the next email. Your reps choose what to send.

Start freeBook a 20-minute demo

Free for 3 seats. No card needed. Imports Salesforce and HubSpot in one click.

app.ledgerline.com/deals
Fernhill Labs
Inbox6
Tasks14
Agent runs3
Records
Companies2,184
People6,930
Deals117
Sequences9
Reports
Lists
Q4 enterprise push
Renewals due Jan
Stalled 14+ days
Pipeline This quarter
Open pipeline$4.82M+12.4%
Weighted forecast$1.37M+6.1%
Win rate31.8%+2.3 pts
CompanyStageValueAI scoreLast touch
HHalcyon Freight
Proposal$148,000
87
Opened pricing · 2h
CCorvid Analytics
Negotiation$212,500
82
Redlines sent · 5h
TTessellate Health
Demo$96,000
76
Call, 42 min · 1d
OOkapi Payroll
Qualified$64,800
68
Replied · 1d
QQuillstone Bank
Negotiation$278,000
61
Legal review · 2d
AArdent Robotics
Demo$88,400
79
Booked demo · 3d
KKitewire
Closed won$134,000
94
Signed · 4d
VVantor Energy
Proposal$156,200
73
Pricing call · 6d
PPeregrine Aero
Qualified$310,000
58
Intro via CFO · 1w
BBrightwater Logistics
Qualified$97,300
71
Replied · 2w
Agent · Halcyon FreightScore 87
Research notes · 11 sources
  • Raised a $64M Series C on Sep 30.
  • VP RevOps wants carrier deals out of spreadsheets by Q1.
  • Hiring 6 RevOps roles. Job posts call Salesforce "legacy".
  • Salesforce renews Jan 31, with 60 days' notice.
Drafted follow-up

Carrier deals before your Jan 31 renewal

Hi Ines, congrats on the Series C. A pilot that starts Nov 4 gives your team six weeks on Ledgerline before you decide on Salesforce.

Want a migration plan for your 3 carrier pipelines?

SendEditShorter

1,400 sales teams run their pipeline on Ledgerline

kitewire HALCYON Tidewell corvid okapi Peregrine
4.1 hrssaved per rep each week on lead research
+23%more deals reach proposal in the first quarter
11sources read for each lead, every claim linked
The agent

One agent. Three jobs your reps skip.

It runs on every new lead and every reply. You see its work next to the record, with sources.

Research

It reads funding news, job posts, the lead's own posts and your call notes. It keeps what matters to the deal.

Halcyon Freight · research notes2 min ago
Raised a $64M Series C on Sep 30 to open cold-chain lanes in Iberia.Press release
Ines Marchetti wants one owner for carrier deals by Q1.LinkedIn · 3d
Hiring 6 RevOps roles. Two job posts call Salesforce "legacy".Careers page
Salesforce renews Jan 31. Notice period is 60 days.Call notes

Score

Every deal gets a score from 0 to 100. Each point has a reason you can read.

87Up from 71 last week
Top 8% of open deals
+18Opened pricing page 4 times
+14Renewal lands inside our cycle
−6No exec sponsor named yet

Draft

It writes the next email in the rep's own tone. Nothing sends until a person clicks Send.

Mail and calendar syncGmail or Outlook, live in 2 minutes.
One-click importSalesforce, HubSpot or a CSV.
SOC 2 Type IIYour data never trains a model.
Every claim has a linkClick any note to see its source.
How a lead moves

From form fill to first reply in one afternoon

01 · 0 minA lead comes inFrom a form, an inbox or a CSV. Ledgerline matches it to a company and a person.
02 · 3 minThe agent does the homeworkIt reads 11 sources, writes four notes and sets a score you can check.
03 · 5 minYour rep picks the emailThey read the draft, change a line and send. The reply lands back on the deal.
Pricing

Pay per seat. Agent credits included.

One credit covers one research run, one score or one draft.

Free

For founders doing their own sales.

$0up to 3 seats
Start free
  • 200 agent credits a month
  • Mail and calendar sync
  • 1 pipeline

Plus

For small teams with one sales motion.

$29per seat / month
Start 14-day trial
  • 1,000 credits per seat
  • Unlimited pipelines
  • Email sequences

Pro Most teams

For teams that sell to many segments.

$69per seat / month
Start 14-day trial
  • 4,000 credits per seat
  • Custom score rules
  • Drafts in each rep's tone
  • Forecast reports

Enterprise

For 50+ seats and strict security.

Custom
Talk to sales
  • Pooled credits
  • SSO and SCIM
  • EU data residency
  • A named support lead

Import your pipeline. See tomorrow's scores today.

Most teams finish setup before lunch.

Start freeBook a demo