01
Pipeline intelligence
Opportunities, accounts and leads with stages, values, owners and dates. Pipeline value, weighted value, win rate and stalled deals are calculated from your records, never estimated.
AI for sales teams
The AI that listens to your sales calls and tells your team what to do next.
SecureShield AI listens to your sales calls, reads your pipeline and accounts, and writes the follow-ups and briefings your team needs to close more deals. Your company’s data stays in a private workspace.
Call analysis · Follow-ups · Pipeline briefings
- 01
Listen
Upload a call recording or transcript. The AI extracts the summary, objections, commitments and next action.
- 02
Understand
It reads your pipeline, accounts and leads and scores which deals and leads need attention.
- 03
Follow up
It drafts the follow-up and adds it to a queue with the reason behind it.
- 04
Close
Your team works the queue, and the weekly briefing shows what moved and what stalled.
Three principles
Your data stays yours. Governed by design, not bolted on afterward.
01
Isolation
Every query is scoped to your organization through Row Level Security in the database.
02
Access
Owners, admins and members work in the same system with the appropriate level of control.
03
Ownership
Files, calls and conversations belong to your workspace and are not mixed with another organization's data.
The mechanics are documented on the Security & Governance page.
Who sees what
Three roles, enforced in the database.
This table is generated from the same permission list the application enforces through Row Level Security policies and database functions.
| Capability | Owner | Admin | Member |
|---|---|---|---|
| View all records in the workspace | |||
| Create and edit accounts, leads, opportunities and activities | |||
| Add conversations and call recordings, run AI analysis | |||
| Generate briefings, ask the AI Assistant, generate reports | |||
| Work the action queue (complete, dismiss, add) | |||
| Delete records, conversations and recordings | |||
| Invite members and remove members | |||
| Edit workspace details | |||
| Invite or remove admins and change member roles |
The platform
The full revenue loop, on your terms.
Five modules that work from one governed set of records. Each result is labelled as either your data or AI-generated, so your team always knows which is which.
02
Briefings
A written briefing on what changed, what needs attention, important opportunities, risks and recommended actions. The figures behind each briefing are stored beside it so every statement can be checked.
03
Actions
A queue of follow-ups found in your pipeline and conversations. Each states its reason and links to its source record. Work them, complete them, dismiss them.
04
Lead scoring
A 100-point score from five published criteria — contact completeness, progress, recent engagement, estimated value and record hygiene — with the breakdown shown on every lead.
05
Conversations
Upload a recording or transcript. The AI reads it and extracts the summary, intent, sentiment, objections, commitments, competitors, decision criteria and next action — from what was actually said.
Conversation intelligence
What a call analysis contains
- Summary
- Intent
- Sentiment
- Objections
- Commitments
- Competitors
- Decision criteria
- Next action
Produced from the conversation itself. Fields the conversation does not support are left empty, not filled in.
For security and IT reviewers
Questions your security team will ask.
Where does our data live?
Workspace records live in a PostgreSQL database managed through Supabase. Uploaded call recordings and transcript files live in a private Supabase Storage bucket, in a folder named for your organization.
Who can access it?
Through the application, only signed-in members of your organization, at the level their role allows. The server-side credential that can bypass Row Level Security is used for one purpose only: applying a confirmed plan change to a workspace.
How is workspace isolation enforced?
Row Level Security policies on every table check the requesting user's organization membership before any row is returned or changed. This runs inside the database, so it does not depend on the interface hiding anything.
What is our data used for?
Running your workspace: the screens, calculations, briefings and answers you ask for. When you run an AI feature, the workspace data needed for that request is sent to Google's Gemini API to produce the result.
Is customer data used to train shared models?
No. SecureShield AI does not train or fine-tune models on customer data, and does not combine data across workspaces.
How are user roles handled?
Each member is an owner, admin or member of a workspace. Role checks run in the database: row policies for records, and database functions for inviting, removing and changing members.
More detail, including what we do not claim, is on the Security & Governance page.
Pricing
One platform. Credits for how much you use it.
Every plan includes every module. The only difference is the monthly credit allowance. The pricing page lists what each operation costs.
Starter
$47/month
4,000 credits/month
For a small team running briefings and call analysis regularly.
- All five modules: pipeline, briefings, actions, lead scoring, conversations
- Workspace isolation enforced by Row Level Security
- Owner, admin and member roles
- Roughly 40 briefings, or 80 call analyses, or 400 assistant questions a month — or a mix
Limit: 4,000 credits per billing period. Credits refresh each period and do not roll over.
Pro
$57/month
7,000 credits/month
For teams analysing conversations and asking questions every day.
- All five modules: pipeline, briefings, actions, lead scoring, conversations
- Workspace isolation enforced by Row Level Security
- Owner, admin and member roles
- Roughly 70 briefings, or 140 call analyses, or 700 assistant questions a month — or a mix
Limit: 7,000 credits per billing period. Credits refresh each period and do not roll over.
Scale
$97/month
11,000 credits/month
For the heaviest usage across a larger pipeline.
- All five modules: pipeline, briefings, actions, lead scoring, conversations
- Workspace isolation enforced by Row Level Security
- Owner, admin and member roles
- Roughly 110 briefings, or 220 call analyses, or 1,100 assistant questions a month — or a mix
Limit: 11,000 credits per billing period. Credits refresh each period and do not roll over.