Connectors, API, MCP and webhook
On every plan, the dossier comes out as a PDF from day one, in three sizes: the Executive, in 2 pages, the Detailed, in 6 pages following the stages of the sale, and the Complete, with all 19 sections uncut. On Intermediate and up, all three also come out in Excel, with working tabs to track contacts, MEDDPICC and people. On the Advanced plan: CRM connector, lookup API, MCP server and webhook.
Connectors for the leading CRMs on the market
Pipefy, SAP CRM, Oracle Siebel, TOTVS, Athena CRM and Digitalk connect through the API or the webhook, with the customer's integrator. The others have their own connector.
The team keeps working where it already works
Sales stays in the CRM, pre-sales in the cadence and presentations in PDF. The dossier reaches each of them, and no one has to adopt yet another screen.
CRM integration is part of the Advanced plan. For those who integrate, the platform has a query API, an MCP server and a webhook that notifies you when a dossier is ready.
Where the dossier goes
Each team gets the dossier in the tool it already uses
About integrations
Which CRMs does it work with?
With the leading CRMs on the market, on the Advanced plan. Talk to our team about your case.
Can I use it without integrating anything?
Yes. The platform works on its own, and the Executive PDF covers most cases at the start.