SM The Sales Metrics Outbound workspace for funding teams Book a Demo

Built for reps. Powerful for managers.

One workspace.
Built for the way
funding teams sell.

Stop juggling dialers, CRMs, spreadsheets, and email tools. The Sales Metrics gives your team one place to call, track, collect docs, and move deals forward.

Book a Demo -> Watch Workflow Play
01 Rep-first design Built for speed and daily activity.
02 End-to-end workflow Call, track, follow up, collect docs, fund.
03 Visibility for leaders Real-time metrics without slowing your team down.

Dialer

1,913 open, 1,461 completed.

3,376Total
1,913Open
1,461Completed
11Interested
Current Call Ready
Call activity will appear here.

The problem

Too many tools. Too many subscriptions.
Sales is always overlooked.

Most funding teams rely on:

  • Separate dialer subscription
  • CRM that reps do not use
  • Email platform
  • Spreadsheets and trackers
  • Missing callbacks and follow-ups
  • Lost documents and notes
CallCRMEmailDocsRepData

It creates:

  • Wasted time switching between tools
  • Reps fall behind on callbacks
  • Leads get lost or duplicated
  • Docs are late or missing
  • No clean view of the pipeline

With The Sales Metrics:

  • Everything in one workspace
  • Reps move faster
  • Callbacks stay organized
  • Docs get requested and tracked
  • Managers see real-time metrics
  • More conversations. More deals.

Two focused workspaces. One powerful platform.

Built for the people doing the work. Designed for the people leading the team.

Sales workspace

Built for reps
who move fast.

  • Focused call queue with auto-next
  • Track calls, callbacks, and dispositions
  • Request docs and send emails instantly
  • See everything about the file in one place
See Sales Workspace

Admin workspace

Built for leaders
who need clarity.

  • Real-time team and rep performance
  • Lead distribution and activity tracking
  • Pipeline and funding stage overview
  • Visibility without micromanaging
See Admin Workspace

Replace stacks with one system.

DialerCRMEmailDocsFollow-upsReporting
SM

One login.
One workflow.
One place to grow.

More conversations.
Better follow-up.
More funded deals.

Book a demo and we will show how The Sales Metrics helps funding teams simplify their outbound process and close more deals.

Book a Demo -> Watch 60-Second Demo Play
Play

Pricing

Founding customer pricing.

Launch with a clean workspace for your team, then add users as you grow.

Founding Customer Plan

$299/mo

$250 setup. Includes 3 users. Cancel anytime.

Book Setup

Team Add-ons

$49/user

Add more reps, managers, or admins when your team needs access.

Your Workspace

Private

Add your company logo, keep your team in its own workspace, and separate your leads, notes, documents, and pipeline from other companies.