Give Every Opportunity a Plan Your Team Can Act On
For small and mid-sized B2B sales teams: connect your company knowledge to documented deal evidence, owned next steps, recorded outcomes, and focused manager reviews.
What problem do we solve?
Stop Searching.
Start Selling.
Bring the evidence, decisions, and follow-through into the same sales workflow.
Content Chaos
Product info, battlecards, and playbooks scattered across drives, Slack, and email.
Inconsistent Off-Brand Messaging
Every rep pitching differently — undermining positioning with every conversation.
Unowned Next Steps
Good intentions leave a deal review without an owner, a due date, or a recorded result.
Undocumented Deal Evidence
Assumptions about stakeholders and buyer needs get treated as facts instead of gaps to investigate.
Disconnected Deal Context
Reps piece together opportunity details, review notes, and follow-ups across separate tools.
Reactive Deal Coaching
Managers spend review time reconstructing what happened instead of helping reps decide what to do next.
Is this for a team like mine?
Built for a repeatable sales process
Give reps a clear next step and leaders a shared view of where deals need attention — without requiring a CRM add-on.
Founder
Build a shared sales process around opportunity plans, documented evidence, and follow-through.
Sales Leader
Focus coaching with a review queue for overdue actions, evidence gaps, and stale reviews.
Business Development
Personalise outreach at scale with AI-powered messaging rooted in your actual positioning.
Account Executive
Keep each opportunity's evidence, next steps, due dates, and recorded outcomes together.
Marketing
Give reps approved positioning and sales content, and receive the insights they choose to share.
What outcome do you get?
A clearer path from review to action
Give each opportunity its own plan
See what evidence is documented and what is missing
Turn gaps into actions with owners and due dates
Record outcomes alongside completed actions
Keep review history with the deal
Focus coaching with the manager review queue
Sales people will ask:
We already use ChatGPT or Claude, why Purkle8.ai?
Already using ChatGPT or Claude? Keep using them. Purkle8 adds a structured sales workflow: opportunity-specific deal reviews, evidence-backed assessments, assigned actions, recorded outcomes, and a manager view of deals needing attention.
General-purpose AI can help you think and draft. Purkle8 keeps the opportunity's documented evidence, actions, and review history together, rooted in your company knowledge and messaging. Reps and managers still make the judgment calls.
Give your team a shared way to work:
- Company knowledge and approved positioning.
- A plan for each opportunity.
- Documented evidence and visible gaps.
- Actions with owners and due dates.
- Recorded outcomes and review history.
- A manager review queue for follow-through.
Move from an answer in a chat to a next step your team can track.
How quickly can you get value?
Start with one opportunity.
Review. Assign. Act. Record.
Start with your knowledge.
Use your sales content and approved positioning to inform answers and drafts.
Review one opportunity.
Document the evidence you have and identify the gaps that need follow-up.
Make the next step clear.
Assign an owner and due date, then record what happened.
Coach where it matters.
Use the manager review queue to find deals needing attention.
Knowledge Base
Upload decks, battlecards, case studies, playbooks, and competitive analysis. Everything your team needs lives in one searchable, structured place — not scattered across drives, Slack, or email threads.
AI Sales Partner
Find answers grounded in your knowledge base and create drafts informed by your positioning. Review the sources and adapt the messaging to the buyer and the opportunity.
Opportunity-Specific Reviews
Start from Deal Pursuit or a CRM opportunity and build its plan in Deal Hub. Capture stakeholders, business challenges, competitors, and risks. Reviews check five foundational evidence areas, showing what is documented and what is missing — not a prediction of a win or complete enforcement of a sales methodology.
Actions and Outcomes
Turn evidence gaps into actions with owners and due dates. Track progress and record the outcome so the next review has context. Completing an action does not independently verify buyer evidence; update the documented evidence when you learn something new.
Manager Review Queue
Find overdue actions, evidence gaps without follow-through, and stale reviews in one place. Filter by owner to focus coaching, then open the deal to review its evidence, action plan, and history.
Deal Hub reviews, action plans, and the manager review queue are included in Pro and Premium — no CRM add-on required. Premium adds Sales Methodology, Campaign Launch, and the Deal Scorecard. The built-in CRM is an optional paid add-on to either plan.
Compare plans and pricing