The CRM that coaches your reps to win.
Most CRMs are databases you feed. Cortova is a teammate that drafts, surfaces follow-ups, coaches the deal against your methodology, and forecasts — so reps make better calls, faster.
14-day free trial · methodology coaching built in · works in the field
Activity dashboards tell you what reps did.
Victor tells them what to do next.
Counting calls and emails doesn't make a better seller. Cortova scores deal quality and execution — then coaches the rep in the flow of work.
Drafts the next email. Picks the next contact at the account. Schedules the next signal-triggered cadence. Self-tunes from what worked.
Everything a modern sales team needs
One clean, fast workspace — with an AI coach woven through every screen.
Victor, your AI coach
Coach any deal, company, or pipeline. Get prioritized, deal-specific next moves — not generic advice — framed in your methodology.
Victor runs your outbound
Drafts each email for each contact. Classifies every reply. Sends responses when it's confident — with your final say. Coordinates touches across whole accounts. Auto-enrolls when your CRM tells it to.
Methodology built in
MEDDIC, SPIN, Gap Selling, Solution Selling, Challenger, or the Cortova hybrid — or define your own. Victor checks the criteria on every deal and flags what's missing before the forecast call.
Pipeline health & win-probability
A transparent health score and per-deal win likelihood with the reasons behind it — and the single next move that moves the number.
Forecasting that rolls up
Reps tag each deal Commit / Best case / Pipeline / Omitted. Managers see a tree-rollup by Org node with the variance vs. quota, lock the forecast for a snapshot, then review the week-over-week diff — pulled in, pushed out, slipped, won, lost — for the forecast call.
Phone system, built in
Click-to-dial softphone in the browser. Recording, transcription, and an AI summary on every call (talk-time, sentiment, objections, next steps). Warm and blind transfers, park-and-pick, ring groups, IVR, voicemail boxes, find-me / follow-me, and move-the-call-to-mobile mid-stream. Power-dial queues of leads or contacts with auto-pop + disposition logging.
Rep comparison
Side-by-side metrics for 2–4 reps over any window — calls, emails, open deals, weighted pipeline, wins, losses, close rate. Spot the effort gap and the quality gap separately, then coach.
Territory routing
Auto-assign new leads to a rep based on state, postal-code prefix, or industry — multiple rules with a priority breaker. Test rules before you ship them.
Scheduled send & tracking
Queue 1-off emails for later — a BackgroundService dispatches them with safe concurrent leasing. Per-send open + click tracking on the same compose. Email threads roll up by Company so the whole conversation lives in one place.
Two-way SMS
Inline message threads on every Lead and Contact. Victor drafts the next text in your tone. Inbound replies match back to the record by phone number automatically.
Meeting scheduler
Calendly-style public booking pages tied to each rep's availability and Microsoft Calendar. Share the link; the prospect picks a slot; the meeting lands on the deal.
Web forms & lead capture
Embeddable forms with field mapping, hidden UTM tracking, and anti-spam. Submissions land as Leads with default-source, default-owner, and instant Victor scoring.
Email campaigns
Send broadcast email to saved segments with templated subject and body. Opens and clicks tracked per recipient; bounces and unsubscribes auto-suppressed.
AI enrichment
One click pulls company info from the web — industry, employee range, HQ, description. Predictive lead scoring (0-100 with a one-line reason) on every lead, re-runnable on demand.
Chrome extension
Cortova sidebar inside Gmail and LinkedIn — see the matching company / lead, recent activity, and quick-add new contacts without leaving the tab.
Built for the field
Activity map, optimized route planner, GPS quick-log, and an installable mobile app. Sell from the road, not the parking lot.
CPQ & e-signature
Multi-line quotes with product bundles and volume-tier discount rules. Multi-pick the bundles you want; sync line items directly from the Opportunity's product list with one click. Send for native e-signature; the signed PDF lands on the deal automatically — no DocuSign in the loop.
Approval workflows
Discount above 20%? Quote over $100K? Route it through a multi-step approver chain with banner-on-record and in-app notification. Approve from your inbox or the dashboard; rejections kick the deal back with a reason. Bulk-approve a stack of similar requests; delegate your inbox to a teammate while you're out.
Saved views & bulk edit
Per-user smart lists with shareable filters across companies, leads, opportunities, and tasks. Select many rows and set a field, reassign an owner, or delete in one universal action.
Files with versioning
Drag any document onto a record. Re-upload to bump the version — every prior revision stays accessible with downloadable history.
Knowledge base
Customer-facing FAQ articles with per-tenant slugs at /kb/your-workspace. Auto-slug from title, HTML body, view-count tracking — no separate help-desk subscription.
Notifications & Web Push
In-app feed for approvals, mentions, and assignments — with optional Web Push so reps get notified even with the tab closed.
Reports in plain English
Ask for the report you want and get a chart. Save it, schedule it to your inbox, and track goals, win/loss, and forecast.
Workflows with an AI brain
Build multi-step automations conversationally with Victor — branches, wait-until-condition steps, a drag-and-drop visual canvas, and a per-rule completion funnel. Gate steps with plain-English AI conditions, dry-run + time-travel before activating, and let Victor audit and optimize your rule library. Twelve one-click recipes included.
Governance & compliance
Field-level read/write permissions per role. Tamper-evident audit log on every record (who changed what, when — captured by SQL triggers) with filtered CSV export for auditors. GDPR consent log, DSAR export, and one-click subject erasure.
Integrations marketplace
Connect your stack from one screen — Twilio Voice + SMS, ACS email, web forms, scheduler, REST API, webhooks, Chrome extension, and more. Status badges show what's live; one-click to manage.
Developer-first API + webhooks
Scoped API keys with per-key usage analytics. Signed webhooks (Stripe-style v2 HMAC) covering 20+ event types with a delivery inspector, test-send, and one-click replay. Official SDKs for Node/TypeScript, Python, and PHP with auto-paginating iterators. OpenAPI 3.1, Scalar interactive docs, Postman collection, and an llms.txt doc so your AI tools learn the whole surface in one shot. Victor drafts your receiver code on demand.
Up and running in an afternoon
Start your trial
Create your workspace in minutes. Import companies, contacts, and leads from a spreadsheet. No credit card required.
Pick your methodology
Choose a proven framework or the Cortova default. Victor starts coaching against it immediately.
Let Victor coach
Work your deals. Get next-best-move nudges, draft emails, and forecasts in the flow of work.
Premium, self-serve pricing
14-day free trial. Pay monthly, or save 20% paid annually.
Pro
The whole CRM, with calling, SMS, and a taste of Victor.
Team
Victor becomes the coach — methodology, conversation intel, AI on every touch.
Scale
Victor runs the motion — autonomous outreach, governance, the full developer platform.
Enterprise
For orgs that need SSO, custom compliance posture, and an SLA.
Give your reps a coach, not another tracker.
Start a free trial and let Victor work your first deal with you.
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