The CRM that coaches your reps to win.
Most CRMs are databases you feed. Cortova is a teammate that drafts, surfaces follow-ups, coaches the deal against your methodology, and forecasts — so reps make better calls, faster.
14-day free trial · methodology coaching built in · works in the field
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Activity dashboards tell you what reps did.
Victor tells them what to do next.
Counting calls and emails doesn't make a better seller. Cortova scores deal quality and execution — then coaches the rep in the flow of work.
Drafts the next email. Picks the next contact at the account. Schedules the next signal-triggered cadence. Self-tunes from what worked.
The CRMs your team grew up on were built before LLMs existed. Bolt-on AI sidebars and "ask the database" chat boxes don't change that. Cortova was architected for AI from day one — Victor isn't a feature, it's the operating layer.
Everything a modern sales team needs
One clean, fast workspace — with an AI coach woven through every screen.
Victor, your AI coach
Coach any deal, company, or pipeline — prioritized, deal-specific next moves framed in your methodology. And the chat doesn't just answer: it acts. Say "qualify Sarah into a deal," "book Todd Thursday at 2," "queue the stuck Q3 deals in the dialer," "merge these two Acmes" — Victor runs the operation and surfaces a confirm or undo on every write. And before the real call, hit Practice — your coach plays the customer in a role-play grounded in the actual deal, then debriefs what to tighten.
Victor runs your outbound
Drafts each email for each contact. Classifies every reply. Sends responses when it's confident — with your final say. Coordinates touches across whole accounts. Auto-enrolls when your CRM tells it to.
One-click multi-step plans
Say "process my morning briefing" or "wake up the cold Q3 deals" — Victor proposes the whole workflow as a single card (queue 5 dialers, draft 3 follow-ups, log activity on stuck deals, …). You approve once. The chain runs. Per-step Skip lets you drop any step before it fires.
Pick your coach — and their voice
Three coaching personas — Victor the peer mentor, Maya the encourager, Ada the Socratic teacher — each with a premium neural voice you can swap for any in the catalog. Replies speak aloud sentence-by-sentence as they stream, call summaries and your morning briefing play back on demand, and a hands-free walkie-talkie mode keeps the conversation going.
Methodology built in
MEDDIC, SPIN, Gap Selling, Solution Selling, Challenger, or the Cortova hybrid — or define your own. Victor checks the criteria on every deal and flags what's missing before the forecast call.
Pipeline health & win-probability
A transparent health score and per-deal win likelihood with the reasons behind it — and the single next move that moves the number. The dashboard is a command center: KPI deltas with 30-day sparklines, a 12-week created/won/lost trend, a morning brief, and keyboard triage across the deals that need attention.
Stakeholder map
Drag-and-link the buying committee on an interactive canvas — Champion, Economic Buyer, Decision Maker, Influencer, Blocker — with reports-to and influences edges. Methodology criteria auto-check as you mark roles. Snapshot to SVG for forecast-call hand-offs.
Proactive opportunity alerts
Cortova watches every open deal: stalled hot deals, close dates that have slipped past, champions gone quiet, competitors named in a note. Each rep tunes which rules ping them, sets the digest delivery time in their own timezone, and snoozes or dismisses firings from the feed. Admins tune thresholds tenant-wide.
Forecasting that rolls up
Reps tag each deal Commit / Best case / Pipeline / Omitted. Managers see a tree-rollup by Org node with the variance vs. quota, lock the forecast for a snapshot, then review the week-over-week diff — pulled in, pushed out, slipped, won, lost — for the forecast call.
Phone system, built in
Click-to-dial softphone in the browser. Recording, transcription, and an AI summary on every call (talk-time, sentiment, objections, next steps). Warm and blind transfers, park-and-pick, ring groups, IVR, voicemail boxes, find-me / follow-me, and move-the-call-to-mobile mid-stream. Power-dial queues of leads or contacts with auto-pop + disposition logging.
Rep comparison
Side-by-side metrics for 2–4 reps over any window — calls, emails, open deals, weighted pipeline, wins, losses, close rate. Spot the effort gap and the quality gap separately, then coach.
Territory routing
Auto-assign new leads to a rep based on state, postal-code prefix, or industry — multiple rules with a priority breaker. Test rules before you ship them.
Scheduled send & tracking
Queue 1-off emails for later — a BackgroundService dispatches them with safe concurrent leasing. Per-send open + click tracking on the same compose. Email threads roll up by Company so the whole conversation lives in one place.
Two-way SMS
Inline message threads on every Lead and Contact. Victor drafts the next text in your tone. Inbound replies match back to the record by phone number automatically.
Meeting scheduler
Calendly-style public booking pages tied to each rep's availability. Share the link; the prospect picks a slot; a native calendar invite lands on both calendars and the meeting logs on the deal. Booking outbound? One click on any contact or lead books the meeting and sends the invite.
Web forms & lead capture
Embeddable forms with field mapping, hidden UTM tracking, and anti-spam. Submissions land as Leads with default-source, default-owner, and instant Victor scoring.
Email campaigns
Send broadcast email to saved segments with templated subject and body. Opens and clicks tracked per recipient; bounces and unsubscribes auto-suppressed.
AI enrichment
One click pulls company info from the web — industry, employee range, HQ, description — on existing records or right on the new-lead form as you type a domain. Bring your own People Data Labs or Apollo.io key to enrich from those datasets first, with AI filling the gaps. Predictive lead scoring (0-100 with a one-line reason) on every lead, re-runnable on demand.
Chrome extension
Cortova sidebar inside Gmail and LinkedIn — see the matching company / lead, recent activity, and quick-add new contacts without leaving the tab.
Built for the field
Activity map, optimized route planner, GPS quick-log, and an installable mobile app. On the phone it's a real field tool — a bottom tab bar with one-thumb dialing, tappable card lists on every grid, and an offline quick-log that queues on the device and syncs when signal returns. Sell from the road, not the parking lot.
One-tap camera capture
Snap a business card, a whiteboard, or a receipt — from the floating camera button on desktop or the card scanner on your phone. Victor reads it, fills in the CRM record, geo-stamps the capture, and gives you a 60-second review screen before saving. Nothing is committed until you confirm.
CPQ & e-signature
Multi-line quotes with product bundles and volume-tier discount rules. Multi-pick the bundles you want; sync line items directly from the Opportunity's product list with one click. Send for native e-signature; the signed PDF lands on the deal automatically — no DocuSign in the loop.
Approval workflows
Discount above 20%? Quote over $100K? Route it through a multi-step approver chain with banner-on-record and in-app notification. Approve from your inbox or the dashboard; rejections kick the deal back with a reason. Bulk-approve a stack of similar requests; delegate your inbox to a teammate while you're out.
Saved views & bulk edit
Per-user smart lists with shareable filters across companies, contacts, leads, opportunities, and tasks. Select many rows — or everything that matches, across pages — and set a field, reassign an owner, export CSV, or delete in one universal action.
Files with versioning
Drag any document onto a record. Re-upload to bump the version — every prior revision stays accessible with downloadable history.
Knowledge base
Customer-facing FAQ articles with per-tenant slugs at /kb/your-workspace. Auto-slug from title, HTML body, view-count tracking — no separate help-desk subscription.
Notifications & Web Push
In-app feed for approvals, mentions, and assignments — with optional Web Push so reps get notified even with the tab closed.
Reports in plain English
Ask for the report you want and get a chart. Save it, schedule it to your inbox, and track goals, win/loss, and forecast.
Workflows with an AI brain
Build multi-step automations conversationally with Victor — branches, wait-until-condition steps, a drag-and-drop visual canvas, and a per-rule completion funnel. Trigger on logged call outcomes, quotes sent, e-signature completion, and idle leads — not just stage moves. Gate steps with plain-English AI conditions, dry-run + time-travel before activating, and let Victor audit and optimize your rule library. One-click recipes included.
Governance & compliance
Field-level read/write permissions per role. Tamper-evident audit log on every record (who changed what, when — captured by SQL triggers) with filtered CSV export for auditors. GDPR consent log, DSAR export, and one-click subject erasure.
Integrations marketplace
Connect your stack from one screen — Twilio Voice + SMS, ACS email, web forms, scheduler, REST API, webhooks, Chrome extension, and more. Status badges show what's live; one-click to manage.
Developer-first API + webhooks
Scoped API keys with per-key usage analytics. Signed webhooks (Stripe-style v2 HMAC) covering 20+ event types with a delivery inspector, test-send, and one-click replay. Official SDKs for Node/TypeScript, Python, and PHP with auto-paginating iterators. OpenAPI 3.1, Scalar interactive docs, Postman collection, and an llms.txt doc so your AI tools learn the whole surface in one shot. Victor drafts your receiver code on demand.
Up and running in an afternoon
Start your trial
Create your workspace in minutes. Import companies, contacts, and leads from a spreadsheet. No credit card required.
Pick your methodology
Choose a proven framework or the Cortova default. Victor starts coaching against it immediately.
Let Victor coach
Work your deals. Get next-best-move nudges, draft emails, and forecasts in the flow of work.
What it actually looks like
Three views from the product. The chat, the pipeline, the call detail.
Chat that runs the operation, not just answers it.
Pipeline scored by quality, not just count.
Every call summarized, every next step queued.
Premium, self-serve pricing
14-day free trial. Pay monthly, or save 20% paid annually.
Pro
The whole CRM, with calling, SMS, and Victor's chat baked in.
Team
Victor becomes the coach — methodology, conversation intel, AI on every touch.
Scale
Victor runs the motion — autonomous outreach, governance, the full developer platform.
Enterprise
For orgs that need SSO, custom compliance posture, and an SLA.
Give your reps a coach, not another tracker.
Start a free trial and let Victor work your first deal with you.
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