One system. For your sales success.

All nine modules, in full

1. Miner

   Before the call

   Research companies that match your audience.

   Start with your target markets or buyer personas. Research companies against criteria you approve, then inspect the evidence before adding them to a list.

   • Audiences from your Knowledge Base
   • Company research with source evidence
   • Lists and a handoff to Briefings

   PlanRolling out

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2. Knowledge Base & Sonic Atlas

   Before the call

   Give the coach your products, objections and proof.

   Bring products, personas, objections and proof into one place. Sonic Atlas shows the saved connections between your knowledge, calls and CRM records, with evidence you can open.

   • Product facts, documents and battlecards
   • Call suggestions you review before accepting
   • Explore saved relationships in Sonic Atlas

   PlanYour own knowledge on Free

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3. Briefings

   Before the call

   Research an account before your call.

   Research an account and prepare your conversation with a company brief, talking points and an opening you can refine.

   • Company and contact context
   • Preparation with source references
   • Openers and objection preparation

   Plan5 briefings a month on Free

4. Flows & Playbooks

   Before the call

   Build the responses your live coach uses.

   Define conversation triggers, responses and playbook steps. Give the live coach a repeatable approach drawn from your team’s expertise.

   • Custom triggers and responses
   • Reusable battlecards
   • Structured conversation playbooks

   PlanYour own playbooks on Free

5. Live Co-Pilot

   During the call

   Get suggested answers while you talk.

   See suggested responses, questions and relevant knowledge as the conversation develops. Coaching stays on your screen; no meeting bot joins the call.

   • Guidance during the conversation
   • Objections and competitor context
   • Suggestions grounded in your knowledge

   Plan3 live calls and 45 coaching minutes a month on Free

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6. Call Library

   After the call

   Revisit recordings, transcripts and summaries.

   Bring saved live calls and uploaded recordings together. Open transcripts, summaries and available debriefs to revisit the moments that matter.

   • Saved calls and uploaded recordings
   • Search and revisit transcripts
   • Summaries and follow-through

   PlanAI notes without audio · saved only when you choose

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7. CRM & Integrations

   After the call

   Connect customer records and calendar context.

   Connect supported CRM and calendar tools to the conversation workflow. Review customer records and carry call context into your follow-through.

   • CRM connections and customer records
   • Calendar context
   • Call-linked records and follow-up

   PlanBuilt-in CRM and calendar on Free · HubSpot write-back on Team, Beta

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8. Simulation Trainer

   After the call

   Practice a sales call with an AI prospect.

   Practice sales scenarios with an AI prospect. Work on objections and use the feedback to prepare for your next conversation.

   • AI prospect practice
   • Scenario-based training
   • Feedback to guide your next attempt

   Plan5 role-plays a month on Free

9. Coaching

   After the call

   Review your calls with evidence-linked feedback.

   Review supported calls with evidence-linked AI feedback. Confirm or dispute an interpretation and decide what to work on next.

   • Evidence-linked reflection
   • Confirm or dispute AI feedback
   • Availability depends on call eligibility and plan

   PlanDepends on call eligibility and plan

   Your AI feedback stays yours — managers see team trends and activity, never individual AI scores

Product captures with fictional data.