The deal is in the CRM. Your reps are in twelve tabs.

Every answer a seller needs already lives in a CRM note, a past RFP, a call recording, or the proposal deck — scattered across the tools the team already uses. SphereIQ makes it answerable in one place, cited to the source, so every call starts briefed and every answer holds up.

Book a working session See the sales templates

Three moments. One governed answer.

The same knowledge powers the call prep, the proposal, and the competitive question — so a seller gets the same cited answer whether they're preparing, writing, or on the spot.

Before the call

A deal brief, not a scramble

Type an account name and get a brief from your CRM notes — history, stakeholders, open issues — posted to the deal channel in Slack.

↳ Every call starts briefed

In the proposal

RFP answers, drafted and sourced

Attach a questionnaire and get answers drafted from your past RFPs, policies, and security docs — each one traced to where it came from.

↳ A first draft instead of a blank page

On the spot

Battlecards that never invent

“How do we compare to X” answered from your own positioning. If the claim isn't in your material, it says so instead of making one up.

↳ Confident now, defensible later

All three read from one governed Company Brain — cited to source, scoped to what each rep is allowed to see, and fully audited.

The context was never missing. Having it before the call was.

Deals don't slip for lack of information — they slip because the context is in a CRM note, a past proposal, and a colleague's head, and no one can reach all three before the meeting starts. SphereIQ makes the whole deal history answerable, and only ships what it can cite.

Briefed

Every call starts with the account's history on one cited page

↓ RFP time

First drafts assembled from answers you've already approved

Cited

Every claim traced to the CRM note, deck, or document it came from

What sales teams start with.

Deployment starts at mile ten: a model of the pipeline, agent templates, and a Company Brain scoped to the deal team — not a blank canvas.

Twin schema

Pipeline Twin

Accounts, contacts, opportunities, products, and contracts — one queryable model of the pipeline.

Agent templates

Sales agents

Deal brief before a call, RFP answer drafter, competitor battlecard, lead scorer, and call notes to actions — governed on every action.

Company Brain

Deal knowledge

CRM notes, past proposals, and positioning answerable in seconds — cited to the source it came from.

Asked in every evaluation

Does it connect to Salesforce, Microsoft 365, and Slack?

Yes — Connect ingests your CRM, shared drives, call notes, and Slack. SphereIQ unifies what each system sees only partially, and answers across all of them from one governed Company Brain.

Can a rep see deals they shouldn't?

No. The Brain inherits and enforces source-system permissions at query time — a rep only retrieves what they're already entitled to see, with PII masked where policy requires it.

Does it make up competitor claims?

No. The battlecard answers from your own positioning and refuses to invent a competitor claim. Answers are grounded and cited to a source, or they don't ship.

Is SphereIQ SOC 2 certified?

Yes — SphereIQ is SOC 2 Type II certified, and every request passes the Governance plane: policy checked, PII masked, and everything written to a signed audit ledger.

Where do sales teams usually start?

One template on one team — deal briefs for one region, or RFP drafting for one bid desk — a fixed-scope pilot that shows the time saved before a full rollout.

Great selling is prepared, consistent, and defensible. Now it can be all three.

Start with deal briefs for one team, or RFP drafting for one bid desk. Then scale what works.

Talk to the team See how the Brain works