Account coverage by function
Where you have contacts — and where you have nobody
One click on the persona filter answers it across every account: you have nobody in Finance at 12 accounts. Single-threaded deals stall more and close less, and the gap is invisible until you look at it this way.
Targeting
Personas that understand job titles.
Quotarider parses titles into seniority and function, so "every IT Director across my accounts" is one click rather than a filter you rebuild each time. The account view then shows you where you have nobody.
Titles parsed, not matched
A title becomes a seniority level and a function, so Head of IT, IT Director and VP Technology land in the same persona without a keyword list.
One-click persona targeting
Build the persona once and apply it across accounts, sequences and reports.
Coverage gaps made visible
The account view surfaces the sentence nobody wants to discover late: you have nobody in Finance at 12 accounts.
Multi-threading by default
See every contact you hold at an account, by function, so single-threaded deals are obvious before they stall.
Coverage is the quiet killer in mid-market outbound. Deals with one contact close less often and stall longer, and until the gap is visible on the account it tends to go unnoticed until the deal is already cold.
Deal velocity
Stalls have a location.
Comparing time-in-stage across won, lost and currently stalled deals shows where the decay happens rather than that it happened.
Days in stage, by outcome
Illustrative figures — your own deal history replaces this
Lost and stalled deals look identical to won deals until Trial, where they linger more than twice as long. Time-in-stage tells you where deals decay; a stage label alone only tells you that they did.
the CRM fills itself
every touch, one view
with duplicate detection
your pipeline
The CRM should update itself. Yours does.
Sales people do not avoid CRMs because they are lazy. They avoid them because logging an email you already sent is stupid work. Quotarider builds the record from the conversation as it happens.
Timelines built from real activity, not reminders
Opens, clicks, replies, meetings, deal movement and agent briefings all land on one chronological timeline per contact. Open a record before a call and you can see the entire relationship in ten seconds.
- Every email thread attached automatically
- Engagement score updated on each interaction
- Lifecycle stages: new, active, past client
- Pinned notes for the thing you must not forget
Import thousands of contacts without importing thousands of duplicates
Drop in a CSV and Quotarider maps the columns, flags duplicates against what you already have, and tells you exactly how many rows imported, merged or were skipped — before anything is committed.
- Column mapping that guesses correctly
- Duplicate detection on email and company
- Skipped-row reporting so nothing vanishes silently
- Suppression list respected on import
The agents work your contact records too.
Company Intelligence writes the account brief onto the record before you send. Lead Prioritizer ranks who deserves your morning. Reply Triage keeps the lifecycle stage honest without you touching a dropdown.
Straight answers.
Does the CRM update itself from email?
Yes. Every send, open, click and reply from a connected mailbox is written to the contact timeline automatically. You do not log activity by hand.
Can I import my existing contacts?
Yes — CSV import with automatic column mapping, duplicate detection against your existing records, and a full report of what imported, merged or was skipped.
Is there a contact limit?
Every plan has a contact allowance: 1,000 on Free, 2,500 on Revenue Essentials, 25,000 on Revenue Growth and 100,000 on Revenue Operations. Enterprise is custom.
Do I need a separate outreach tool?
No. The CRM and the email workspace are the same product, which is why attribution works end to end.
Ask for it. Vera does it.
Vera doesn't write you a paragraph and leave the work on your desk. She builds the sequence, enriches the list, schedules the follow-up and files the result — inside your workspace, on your data. 73 of her 106 commands need no AI key at all.
Build a four-step sequence for RevOps leads who opened but never replied.
Four steps drafted, delays set, branching on reply, audience targeted. Waiting for your approval.