Most deals aren’t lost on price. They’re lost on gaps you didn’t see - the missing pain point, the unconfirmed decision-maker, the discovery question you forgot to ask. Jake connects every sales tool you already use, surfaces what’s slipping before it kills the deal, and coaches you through fixing it.

Free for your first 3 deals. £49/mo to scale. 14-day trial when you grow. Or book a 30-min demo →

Today’s priorities

Acme Corp - Champion gone quiet

No reply from Dana in 11 days. Close date is in 3 weeks.

Deal risk

Northwind - Confirm Economic Buyer

Jake drafted 3 questions to identify who signs. Review before the call.

Next step

Globex - Discovery call summarised

5 MEDDPICC fields updated in your CRM. One gap flagged: Metrics.

Auto-synced
How Jake wins

Connect everything. Catch what’s slipping. Close like the top 0.1%.

Jake watches every deal across your whole stack, flags the gap that’s about to cost you, and tells you the exact move that wins it - so every rep sells like your best one.

1 Connect your stack
2 Catch what’s slipping
3 Close like the top 0.1%
CRM
Calls
Email
J
Acme Corp $48k
WON
Reading calls, emails & CRM…
Economic Buyer unconfirmed
Jake: ask your champion for a 15-min intro to the CFO before the demo.Nudged you in Slack (optional)
Win rate 61%

And Jake gets sharper with every deal you close.

Works with what you’ve got.

If we don’t integrate with your stack yet, tell us and we will.

Salesforce
OutlookOutlook
Gmail
HubSpotHubSpot
Granola
Slack
Zoom
Google Meet
Microsoft Teams
Salesforce
OutlookOutlook
Gmail
HubSpotHubSpot
Granola
Slack
Zoom
Google Meet
Microsoft Teams
6-10h

Saved per AE per week - depending on how many deals you’re working and how deep you qualify. Coaching, MEDDPICC, brief-writing, all automated.

Coaching

Three things Jake does

Jake knows your pipeline better than you do.

Stop updating your CRM manually

Jake connects your whole stack and analyses every call, email and meeting note. MEDDPICC fields, next steps, stakeholder changes - all extracted automatically and written back to the right deal. Your admin hour a day becomes selling time.

See deal killers before they kill the deal

Champion gone quiet. Economic Buyer never confirmed. Audit question still open three weeks from close. Jake flags every gap the moment it appears - in your inbox or your Slack, named and specific, while there’s still time to fix it.

Win more by qualifying deeper

The top 0.1% of sellers win because they understand every dimension of a deal: the pain, the metrics, the politics, the competition. Jake analyses your entire conversation history and asks the questions you missed, giving you that depth on every deal in your pipeline, and lifting your win rate as a result.

Why it matters

However your quarter looks, Jake keeps you sharp.

There are dozens of tools for pieces of the job, but nothing that connects everything and tells you what to actually do. Jake connects your whole stack, catches what’s slipping, and coaches you on the one move that wins the deal.

When pipeline is overflowing

Never drop the ball

With twenty opportunities live at once, things slip - a champion goes quiet, a next step gets missed, a MEDDPICC gap sits open for weeks. Jake analyses every deal at the same time, holds you to what you actually need to execute on, and alerts you the moment something’s off, so nothing falls through the cracks.

3MAccuWeatherAccentureAdyenAnthropicNikeAdidasZaraPorscheUnileverCoca-Cola
SlippingCaught by Jake
When pipeline is thin

Make every opportunity count

When there’s less on, every deal matters twice as much. This is when depth wins - understanding the pain, qualifying hard, building a case so complete you breeze through the process. Jake makes sure the few opportunities you have are the most rigorously understood deals in your category.

Northwind Qualifying…
MetricsEconomic BuyerDecision CriteriaDecision ProcessPaper ProcessIdentify PainChampionCompetition
How it works

How Jake works

01

Connect

Link the tools you already live in - CRM, call recorder, inbox, Slack. No migration, no rip-and-replace. Jake plugs into your stack in minutes and starts analysing deals the same day.

Connectors
Salesforce
Connected
Granola
Connected
Gmail
Connected
02

Capture

Every conversation becomes structured pipeline data. Jake analyses your calls and threads, extracting the signals that matter - pain, metrics, decision criteria, stakeholders - and writes them to the right deal automatically.

Discovery call · Acme Corp
CHAMPION
Honestly, reporting takes my team about six hours a week. If we don’t fix it before Q3 it becomes a board problem.
REP
And who signs off on a tool like this - is that you or finance?
CHAMPION
Final budget sits with our CFO, Dana. I’d be the one championing it internally.
Metrics: 6h/wkEconomic Buyer: CFO (Dana)Champion: identifiedTimeline: pre-Q3
03

Coach

Jake doesn’t just log data - it tells you what to do next. The moment a gap appears, you get a specific, named nudge where you already work, with the exact question or action that moves the deal forward.

Slack · Direct message
J
Jake 10:42 AM
Heads up - on Acme Corp you’ve confirmed Metrics and a Champion, but the Economic Buyer (Dana, CFO) still hasn’t been on a call. That’s the #1 reason deals this size slip.
Suggested next step
Ask your champion for a 15-min intro to Dana before the next demo.
04

Close

See your whole pipeline the way your manager wishes they could - every deal scored on real qualification, not gut feel. Forecast with confidence because the health of each deal is grounded in what was actually said.

Forecast · This quarter
Northwind
Negotiation · 85% qualified
$48k
Globex
Proposal · 60% qualified
$72k
Acme Corp
Discovery · EB unconfirmed
$36k
Weighted forecast
$118k
Coaching

Ask Jake anything about your pipeline.

Walking into your weekly pipeline review? Just ask. Jake brings every tool together and answers like the sharpest sales-ops partner you’ve ever had.

Jake
You
J
Here’s everything closing this quarter, ranked by likelihood to close:
4 deals · $214k weighted · 2 need attention this week
1Northwind
85%
Paper process underway, legal has the redlines. Clean - keep it warm.
2Globex
60%
MetricsROI never quantified - get the hard number before pricing goes out.
3Acme Corp
42%
Economic BuyerDana (CFO) still hasn’t been on a call - your biggest risk to the number.
4Initech
25%
CompetitionIncumbent unaddressed. Build the displacement case or it stalls.
Bringing your VP of Sales in

Acme is your largest at-risk deal. Run a peer-to-peer play - your VP → Dana (CFO) - to finally unlock the economic buyer. I’ve drafted a two-line intro you can forward to your champion to set it up.

Integrations

Connect everything that matters.

Pick your stack. Jake meets you there. We’re connector-agnostic - if you use it, we integrate it.

Salesforce
Read & write MEDDPICC fields, deals and stages.
Gmail
Parse threads for commitments and stakeholders.
Granola
Turn call notes into structured deal signals.
Slack
Get coaching nudges where you already work.
HubSpot
Sync pipeline data both ways, in real time.
Outlook
Read mail and calendar for full context.
Zoom
Transcribe and analyse every recorded call.
+5
more connectors
Why Jake

Built for the way you actually sell.

01

Focus on selling

The admin disappears into the background. Jake handles the data entry, the note-taking, and the follow-up reminders so the hours you used to lose to your CRM go back into the conversations that actually win deals.

02

See around corners

By the time a deal feels stuck, it usually already is. Jake analyses the early signals - a silent champion, an unconfirmed buyer, an unanswered objection - and warns you while there’s still room to act.

03

Built for the seat doing the work

Jake isn’t a manager’s dashboard repackaged. It’s built for the AE in the deal - your priorities, your pipeline, your next move - designed by someone who has carried a quota and hated updating their CRM too.

For sales leaders

Become the VP of Sales you always wanted to be.

Jake is built for the rep first - and because it already understands every deal at that level, leaders finally get one view that’s actually true. No stale dashboards, no Friday-afternoon CRM theatre. Just a consistent, reliable, real-time picture of every rep and every deal.

1

One source of truth

Every rep, every deal, scored on real qualification - never manually-updated guesswork.

2

Coach from live data

See exactly where each rep is strong and where they’re slipping, and coach the precise gap - not a hunch.

3

Prompt your whole team’s pipeline

Ask Jake across everyone at once: at-risk deals, MEDDPICC gaps, forecast confidence, who needs help this week.

4

Ramp new reps faster

New hires inherit Jake’s full deal intelligence on day one, so they qualify like veterans far sooner.

J
“Show me every at-risk deal across the team and which reps need coaching this week.”
Team pipeline health
This quarter
SC
Sarah Chen
12 deals
1 at risk
MW
Marcus Webb
9 deals
3 at risk
PP
Priya Patel
15 deals
2 at risk
TB
Tom Brennan
6 deals · ramping
coach
Team MEDDPICC health
74% · 6 deals need coaching
Pricing

Simple pricing for serious sellers.

Free for your first 3 deals. £49/mo to scale. 14-day unlimited trial when you grow.

Solo
Free
up to 3 deals, forever
  • Track up to 3 deals free
  • Automatic MEDDPICC capture
  • Daily priority coaching
  • £49/mo to scale beyond 3 deals
Sign up free
Enterprise
Custom
for larger orgs
  • SSO, SCIM & custom roles
  • Custom connectors & data residency
  • Dedicated success manager
  • SOC-2 reports & audit logging
Talk to us
About

Jake exists because reps shouldn’t have to choose between selling and updating their CRM.

Jake was built by an enterprise AE who got tired of losing deals to gaps that were hiding in plain sight - a champion who’d gone dark, a buyer who was never really confirmed, a discovery question never asked. Every great rep already knows what good selling looks like. The problem was never knowledge; it was the dozen tools, the manual admin, and the lack of a second pair of eyes on every deal. Jake is that second pair of eyes, quietly analysing every deal across your pipeline, and built entirely for the person doing the work.

Security

Secure by default.

SOC-2 Type II

Independently audited controls across security and availability.

Read-only by design

Jake only writes back the fields you approve. Nothing else is touched.

GDPR-ready

EU data handling, deletion-on-request and regional storage options.

Audit-logged

Every read and write is recorded, exportable, and fully traceable.

Questions

Everything else you’re wondering.

No. Jake sits on top of the CRM you already use - Salesforce, HubSpot or others. It analyses context from across your stack and writes structured data back into your CRM so it finally stays up to date without you touching it.

Minutes. Connect your tools with OAuth, pick the deals you want Jake analysing, and it starts surfacing gaps and coaching the same day. There’s no migration and nothing to rip out.

MEDDPICC is a qualification framework - Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, Competition. Jake maps your conversations to it automatically, so you get the rigour without having to memorise the acronym.

Only on fields you’ve approved. Jake is read-only by default and writes back specific, configurable fields. Every change is audit-logged and reversible.

Almost certainly. Jake is connector-agnostic. If there’s an API, we can integrate it - tell us what you use and we’ll prioritise it. The visible connectors are just the most common ones.

Yes. Jake is SOC-2 Type II audited, GDPR-ready, and fully audit-logged. Your data is encrypted in transit and at rest, and we never train shared models on your deals.

Get weekly coaching tips.

Sales insights, product updates, and strategies delivered straight to your inbox.

Start coaching your pipeline today.

Free for your first 3 deals. £49/mo when you outgrow. No card up-front.

Sign up free
Jake - sales coaching that doesn't get in your way