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UpdatesPending review20Stages

Lead / Prospect

Discovery Call Scheduled

Discovery

Demo

POC

Proposal Sent

Negotiation / Procurement

Closed Won / Closed Lost

New stage

Strategic Knowledge· 16 days ago

ICP & Personas

Positioning & Narrative

Champion Development

Buying Committee & Multi-threading

Business Case & ROI

Objection Handling

Competitive Plays

Proof & Evidence Library

Pricing & Commercial Strategy

Deal Risk & Loss Patterns

Discovery Framework

New

Product Knowledge· 14 days ago

Features & Capabilities

Integrations & Security

Roadmap & Release Notes

Product docs

Pricing page

New

Brain UpdatesSuggested changes based on insights from your recent calls.

All20Stages11Strategic Knowledge3Product Knowledge3Jargon3

Review frequencyWeekly on Fri

Objection Handling3×

Add response for "Your pricing is higher than [competitor]"This pricing objection came up in 5 of 12 calls this week. Current brain has no scripted response, and reps defaulted to discounting…5 lines added in Objection Handling

Approve

Edit

Reject

Based on 3 calls

Discovery Framework3×

Update urgency question — new phrasing closed 3 deals this monthTwo reps independently used a sharper framing of the urgency question and it surfaced a compelling event in 3 deals that later…3 lines added · 1 removed in Discovery Framework

Approve

Edit

Reject

Based on 3 calls

Competitive Plays2×

Add trap question exposing [Competitor]'s lack of multi-region supportA prospect on Tuesday's call flagged that [Competitor] couldn't meet their EU data residency requirement. This is a repeatable…4 lines added in Competitive Plays

Approve

Edit

Reject

Based on 2 calls

DiscoveryGate Threshold2×

Lower the Discovery gate to 65%14 calls scored 66–69% and still converted to Demo at 81% — the current gate blocks healthy deals.Gate70%

65%

Approve

Edit

Reject

Based on 2 calls

View pattern in Signals

DiscoveryMethodology3×

Increase weight of Rally Champions in FORGEDeals with a mapped champion closed 2.4× more often, but the dimension is currently weighted the same as Expand.Rally Champions weight1

1.5

Approve

Edit

Reject

Based on 3 calls

View pattern in Signals

Best for

CRO: Design the goal, align the whole team behind it.
Sales Leader: Build and run a sales system that actually wins.
Account Executive: Walk into every call with the confidence to close it.
Executive: Read every customer signal, without listening to a single call.

01
The Models
The best AI models available, picked for the job, swapped in as better ones come out.
02
The Engine
Plans each task, does the work inside your tools, checks itself, and asks a person when it's not sure.
03
Your Data
Calls, CRM, docs, and the tools you already use — nothing to move, nothing to switch.
04
Knowledge
Your playbook, your product, how you sell, how you handle objections — kept up to date as your team learns.
05
Skills
Built for sales, not generic tasks: call scoring, playbook updates, meeting prep, deal-risk flags.
06
Trust & Security
The controls that let you trust it with your calls, your CRM, and your playbook.

And much more ...

Signals
Playbook Builder
Playbook Adherence
Agent
Files
Meetings
Live Assist
Goals

Goals

FeedbackDocs

Capture

My Goals

Win rate 22% → 30% (this quarter)Quantitative · tracking: Win rate · live from Pipedrive24%→ live from Pipedrive

Set 3 weeks ago·View past goals (1)·

Win rate 22% → 30% (this quarter)

Quantitative · tracking: Win rate · live from Pipedrive

Win rate sits at 24% against a 30% target, with 5 weeks left in the quarter. The gap isn't spread evenly across the team — 71% of the losses this quarter came from deals that advanced out of Discovery without the exit criteria met, and two reps account for almost all of them. Here's the read:

RepOpenWin rateCriteriaRead

SCSarah Chen7

31%78%Model behaviour — have her run the Discovery review

MRMike Ross6

25%61%Stalls at the champion; economic buyer late

TATom Alvarez9

18%42%Advances deals too early — biggest single lever

JDJake Dawson4

20%55%Ramping; volume too low to read yet

This goalAsk about your goal…

Source

Tools

Skills

Workflows

Team Goals· manager view

ShowAllNo goal set

NameGoalProgressLast updated

MRMike RossGet past the champion to the actual budget owner

on trackAug 17

TATom AlvarezNo goal set——

SCSarah ChenReduce time-to-next-step

on trackAug 14

JDJake DawsonNo goal set——

Workspace settings/Integrations

FeedbackDocs

Capture

Google CalendarSync your Google Calendar meetings and auto-detect upcoming calls.

Connected

Microsoft OutlookConnect Outlook to sync your calendar and email context for meetings.

Connect

GongPull call recordings and conversation insights from Gong into your meetings.

Connect

MCP

Bring your meeting notes to your AI tools

Add Joltuar MCP in your AI tool, then authenticate via OAuth.

https://mcp.joltuar.ai/mcp

Learn more

Brain/Stages/Discovery Call Scheduled

FeedbackDocs

Capture

UpdatesPending review20Stages

Lead / Prospect

Discovery Call Scheduled

Discovery

Demo

POC

Proposal Sent

Negotiation / Procurement

Closed Won / Closed Lost

New stageStrategic Knowledge· Aug 10

ICP & Personas

Positioning & Narrative

Champion Development

Buying Committee & Multi-threading

Business Case & ROI

Objection Handling

Competitive Plays

Proof & Evidence Library

Pricing & Commercial Strategy

Deal Risk & Loss Patterns

Discovery Framework

Product Knowledge· Aug 12

Features & Capabilities

Integrations & Security

02Discovery Call ScheduledStage 2 of 8

Methodologyqualification

sales

MEDDPICC

8 dimensions · 7 required

Save as preset

MetricsA quantifiable business outcome has been named, ideally in the prospect's own wordsW1

Economic BuyerNamed by title, with confirmed sign-off authorityW1

Decision CriteriaProspect has stated how they'll formally evaluate vendorsW1

Decision ProcessSteps and rough dates of internal buying process are knownW1

Identify PainA specific, named pain, not a categoryW1

ChampionAn internal advocate with something personally to gainW1

CompetitionNamed competitors in this deal, plus prospect's stated leaningW1

Paper ProcessLegal/security/procurement review steps known, with rough timingW1

Add dimension

Gate threshold

75%

Entry criteria2

Prospect has engaged past a single exploratory call

Stated pain maps to a use case previously solved

Add criterion

Exit criteria9

Metrics: at least one number attached to the pain, even a rough estimate

Economic Buyer: named and confirmed to have approval authority without further escalation

Decision Criteria: at least 2 specific evaluation criteria

Decision Process: prospect has described what happens between “we like this” and “we sign”

Identify Pain: a specific, named pain is documented, not a category

Add criterion

Pre-meeting checklist0

Nothing to prepare yet. Describe in plain language what the rep should know before the call.

Add checklist item

During the meetingmapstory

No map yet. Add the topics the rep must cover in this stage.

Add topic

After the meeting

Summary

Action items

Action items are captured automatically from the call.

Describe an update to Discovery Call Scheduled map

Vantage Bank/Agent

FeedbackDocs

Capture

JDMike · Share

Last updated 8 minutes ago

Vantage Bank

Discovery · Stage 3 of 8

Vantage Bank is $148k ARR, sitting in Discovery for 23 days across 3 calls. 2 of 4 exit criteria are evidenced; the gate is held by no economic buyer has joined a call. Worth knowing: pricing pushback appeared twice in the last two calls. Hannah Novak (Head of Revenue Ops) is carrying this internally. CRM hygiene — Budget and Decision process are still empty in Pipedrive. The one move that changes the forecast: get a 30-min session with the CFO on the calendar this week.

Draft the next-step emailUpdate CRM fieldsShow the stage gate

This dealAsk about this deal… Use @ to add context

Source

Tools

Skills

Workflows

Skills

Summarise this deal for pipeline review

Build a mutual action plan

Draft a multi-threading plan

Flag risks for my manager

The number you're actually trying to move — win rate, ramp time, forecast accuracy. Everything below works toward it.

CRM, calls, and calendar — the tools your team already runs on. No migration, nothing new to learn.

Already have one? Upload it. Don't? Joltuar drafts a working first version from your calls, docs, and CRM history.

Runs on every call, updates the CRM itself, and tells you every week what to change and why — so the number moves.

How it Works

Setup It Fast

Integrations

Plug Joltuar into the tools
your team already runs on

From video calls to CRMs, Joltuar listens where your reps sell and writes back where your team already works. No new workflow, no forced migration.

A letter from ourCEO

Sales should be simple. It should be about helping people see how what you offer solves their problem.

Instead, we've watched sales get buried under tools, decks, admin work, and playbooks nobody stays aligned on. Not much time left for actual selling.

Our vision is to give that focus back: spot the gaps in a deal, cut the repetitive tasks, simplify the workflow.

Joltuar's goal is to be your team's on-demand consultant, helping every rep hit their goals and walk into each deal with confidence.

It's more than technology. We're building a new standard for selling, one where every sales rep has the freedom to do their best work: understand what the customer needs, earn their trust, and close the deal.

Tomasz Gmur, Co-founder

Sales leaders don't need another
consultant. They need Joltuar.

Book a demo and see the new standard for selling in action.

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Best for

The agentic operating system for revenue execution

The Models

The Engine

Your Data

Knowledge

Skills

Trust & Security

Win rate 22% → 30% (this quarter)

Setup It Fast

Plug Joltuar into the tools your team already runs on

A letter from ourCEO

Sales leaders don't need another consultant. They need Joltuar.

The agentic operating system for
revenue execution

Plug Joltuar into the tools
your team already runs on

Sales leaders don't need another
consultant. They need Joltuar.