GGlide

Know the deal.Make the next move.

Deal memory from CRM, email, calls, and product. Next move already clear.

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Deal memory across CRM, email, calls, and product.0:00 · 0:30

Hero motion state: thesis

THE PROBLEM

Context is still scattered.

Before every call, teams still stitch the deal together from CRM notes, email threads, call recordings, and product usage, then retype the next step after.

  • 01

    Signals split across tools

    Risk shows up late and ownership stays fuzzy when the account lives in five systems.

  • 02

    Mornings lost to prep

    Search, paste, and summarize just to walk into the call hoping nothing moved overnight.

  • 03

    The CRM falls behind

    The next step is retyped by hand, so the system of record drifts after every meeting.

See how context acts

Context that acts.

Glide does more than summarize. It turns account changes into a brief, risk flag, owner, follow-up or CRM update based on workflows and approval.

Steps

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See connected sources

New account signal

Trigger

Triggered on new CRM entry

Route by deal risk

Condition

Evaluate expansion signals

Create meeting brief

AI Agent

Generate pre-meeting context

Draft nurture sequence

Sequence

Create engagement cadence

ExpandNurture

EXECUTION PROOF

READY FOR THE NEXT MOVE

Glide does more than summarize. It turns account changes into a brief, risk flag, owner, follow-up or CRM update based on workflows and approval.

See connected sources

New account signal

Trigger

Triggered on new CRM entry

Route by deal risk

Condition

Evaluate expansion signals

ExpandNurture

Create meeting brief

AI Agent

Generate pre-meeting context

Draft nurture sequence

Sequence

Create engagement cadence

EXECUTION PROOF

READY FOR THE NEXT MOVE

One memory across the tools your team already uses

Glide connects CRM, email, meetings, and docs, remembers every account across them, and returns the next step to your system of record.

Steps

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See sales context

CRM

Communication

Meetings

Knowledge

GLIDE DEAL MEMORY

GLIDE MEMORY OUTPUTS

NEXT STEP SAVED BACK TO CRM

Glide connects CRM, email, meetings, and docs, remembers every account across them, and returns the next step to your system of record.

See sales context

GLIDE DEAL MEMORY

CRM

Communication

Meetings

Knowledge

GLIDE MEMORY OUTPUTS

BRIEF THE REP

Meeting brief ready before the call.

FLAG DEAL RISK

Security blocker escalated to the owner.

UPDATE CRM

Stage, next step, and due date written back.

NEXT STEP SAVED BACK TO CRM

Build your own sales context.

Filter the account graph by today, this week, or this month, then turn every signal into a prioritized operating list.

Steps

See every signal
OWNER: MERISK: ALL

Account

Standard
  • Domain
  • Owner
  • Segment
account entity, highlighted

Contact

Standard
  • Name
  • Email
  • Role
contact entity

Opportunity

Standard
  • Deal name
  • Stage
  • Amount
opportunity entity
AccountOwnerIntent scoreLast activityRisk
BasepointMaya WhiteHigh2h agoLow
NorthstarTheo HallMedium1d agoChampion missing
BrightloopAna PerezHigh3d agoNo next step

PRIORITY QUEUE

3accounts need attention today

TARGET SNAPSHOT

Filter the account graph by today, this week, or this month, then turn every signal into a prioritized operating list.

See every signal
OWNER: MERISK: ALL

Account

Standard
  • Domain
  • Owner
  • Segment
account entity, highlighted

Contact

Standard
  • Name
  • Email
  • Role
contact entity

Opportunity

Standard
  • Deal name
  • Stage
  • Amount
opportunity entity
AccountOwnerIntent scoreLast activityRisk
BasepointMaya WhiteHigh2h agoLow
NorthstarTheo HallMedium1d agoChampion missing
BrightloopAna PerezHigh3d agoNo next step

PRIORITY QUEUE

3accounts need attention today

TARGET SNAPSHOT

One context layer, catching every signal.

Real account signals from CRM, email, meetings, calls, docs, product, and support converge into one live account memory.

Steps

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Signals arrive → Glide resolves them to the account → the deal memory updates → the workflow runs.

See workflows
GGLIDE

Account

Standard
  • 2,859 records
account entity

Contact

Standard
  • 3,096 records
contact entity

Opportunity

Standard
  • 5,492 records
opportunity entity

Real account signals from CRM, email, meetings, calls, docs, product, and support converge into one live account memory.

Signals arrive → Glide resolves them to the account → the deal memory updates → the workflow runs.

See workflows
G

Account

Standard
  • 2,859 records
account entity

Contact

Standard
  • 3,096 records
contact entity

Opportunity

Standard
  • 5,492 records
opportunity entity
C

CRM

E

Email

C

Calendar

C

Calls

D

Docs

S

Support

P

Product

D

Data

Automate the work that is still manual

Create controlled workflows for pre-meeting briefs, expansion signals, deal risk, follow-up, and CRM updates. Run them on demand or when a defined account signal appears.

Steps

See live forecasting

PRE-MEETING BRIEF

Run before every meeting

Trigger

Manual, calendar, or CRM trigger

Assemble latest deal context

Context

CRM, email, calls, docs, product signals

Create pre-meeting brief

AI Agent

Stakeholders, changes, risks, commitments

Flag opportunity or deal risk

Action

Update owner and next step in CRM

ExpandNurture

WORKFLOW TEMPLATES

Create controlled workflows for pre-meeting briefs, expansion signals, deal risk, follow-up, and CRM updates. Run them on demand or when a defined account signal appears.

See live forecasting

PRE-MEETING BRIEF

Run before every meeting

Trigger

Manual, calendar, or CRM trigger

Assemble latest deal context

Context

CRM, email, calls, docs, product signals

ExpandNurture

Create pre-meeting brief

AI Agent

Stakeholders, changes, risks, commitments

Flag opportunity or deal risk

Action

Update owner and next step in CRM

WORKFLOW TEMPLATES

Forecast the pipeline as your CRM changes.

Every new deal, stage change, amount update, and slip syncs into the forecast, without rebuilding the report.

Steps

HUBSPOT LIVE SYNC

Last synced 12 sec ago

3 DEAL UPDATES THIS MINUTE

Reporting

LIVE FORECAST DELTA

-

Waiting for CRM deal events.

Every new deal, stage change, amount update, and slip syncs into the forecast, without rebuilding the report.

Sync

HUBSPOT LIVE SYNC3 DEAL UPDATES THIS MINUTE
July
August
September
October

LIVE FORECAST DELTA

-

Waiting for CRM deal events.

FAQ

Questions teams ask before trying Glide

  • Glide is AI deal memory for B2B revenue teams. It reconstructs each account from CRM, email, calls, and product data, then prepares briefs, flags risk, and keeps the next step current.

  • Summaries describe a single moment. Glide keeps a living deal memory across systems, then runs controlled workflows so the right next step happens, not just another note.

  • Yes. When a workflow completes, Glide can update the opportunity with stage, owner, next step, and due date according to your approval rules, not a free-form overwrite of the record.

  • CRM, email, meetings, docs, chat, product analytics, and related sales systems. Glide remembers the account across them and returns the next step to your system of record.

  • Your team. Workflows can run on demand or when a defined account signal appears, with customer-facing steps and approval paths, not opaque background agents.

  • Glide is built for B2B revenue teams with controlled access, system-of-record writeback, and explicit approval paths on every write. You decide what can run automatically.

READY FOR YOUR PIPELINE

Never lose context again.

Every call, thread, stage change, and product signal lands in one deal memory. Bring two accounts - we walk signals, context, the next move, and CRM writeback on your stack.

Book a demoSee how it works