Sales
Proposals, prospects, and pipeline
Customer Success
Know every account before the call.
Pearl brings together your CRM, email, calendar, and documents for each customer. It prepares meeting briefs, flags renewal risk, and drafts the follow-up after each call.
Google Calendar
Copper
Gmail
Google Drive
Notion- And more integrations
Meeting briefs.
A daily workflow checks your calendar for customer meetings. For each one, Pearl reads the Copper account, recent email threads, and shared documents. It prepares a one-page brief: who is attending, what is still open, and what changed since you last spoke.
Where you decide: The brief comes to you. Preparing it changes nothing in your tools.
- Google Calendar
- Copper
- Gmail
- Google Drive
Renewal risk review.
Ask “Which renewals this quarter show risk?” Pearl compares each opportunity’s close date in Copper with recent email, meeting notes, and usage reviews. It lists the accounts that need attention and cites the evidence behind each one, so you can check it before you act.
Where you decide: You choose which accounts to act on. Reading your records changes nothing in Copper.
- Copper
- Gmail
- Google Drive
- Notion
Follow-ups after each call.
After a customer call, tell Pearl what was agreed. It drafts the follow-up email with the next steps and dates. It also prepares a Copper activity, so the account record reflects the call.
Where you decide: By default, the email and the Copper activity each wait for your approval.
- Gmail
- Copper
- Google Calendar
More solutions.
Project Management
Risks, updates, and project status
Finance and Spend Operations
Expenses, reports, and reimbursements
Engineering
Release notes, reviews, and triage
People Operations
Onboarding, policies, and surveys
Bring your team.
We’re onboarding design partners. Tell us about your team, and the work you want to hand off.