One system for the whole selling motion.
Built-in outbound with sequences and campaigns, a follow-through queue that catches what you opened, capture that works with no signal, a drag-and-drop pipeline with your own fields, mailbox and Apollo connections, an AI marketing library, forecasting weighted against win rates derived from your own closed deals, and a build-your-own reports dashboard — all in one system that runs without an admin.
Outbound is built in.
Campaigns and multi-step sequences live right next to your records: merge fields, daily caps, send windows in your local hours, unsubscribe handling. Email steps send themselves from your own mailbox; LinkedIn and call steps arrive written, with the link one tap away. When someone replies, their sequence stops on its own.
- Email sends from your address — no second outreach tool
- LinkedIn and call steps prepared, not automated (see the note)
- Daily caps and local-hours send windows
- A reply pauses the cadence, so nobody gets step 3 after saying yes
Built for Microsoft 365: native send and reply detection in Outlook. Gmail isn't supported. LinkedIn and call steps are prepared for you to send — nothing posts to LinkedIn on your behalf.
Nothing you opened gets dropped.
Outreach that goes out and then goes quiet is worse than none. Open your day to a queue of exactly what needs you — every deal you started and haven't closed the loop on — and work it without leaving the list.
- Overdue next step or no next step set
- Gone quiet — no activity for as long as you decide
- Stuck in one stage past your own limit
- Single-threaded — only one contact engaged
Defaults suit a 30–60 day cycle; enterprise and transactional teams set their own in Settings.
Forecast without the spreadsheet.
A weighted forecast off the pipeline you're already working: commit, best case, and the gap to quota. Set one annual number and it splits itself across the year — toggle month, quarter or year and your target prorates to match.
Stop guessing at your own win rates.
Most CRMs ship a probability ladder someone invented — 10, 20, 40, 60, 80 — and then weight your forecast with it. IronVail works out yours instead, from the deals you have actually closed, and shows the count behind every figure so you can check it.
- What deals that reached this stage really closed at, and how often
- How long a deal typically sits in a stage here, so "stuck" means yours
- A stage-implied forecast beside the weighted one — a check on the call
- The queue floats the deals that are large and closing by your measure
Nothing appears until there are at least 20 decided opportunities, and 12 that reached the stage, inside the last two years. Below that you see our defaults, clearly labelled as ours. A probability you typed is never overwritten.
Nothing shown until there are enough closed deals to mean it.
Minutes, not months.
Switching? Upload your Salesforce or HubSpot export. The importer maps the columns and pipeline stages, links accounts to contacts to opportunities, and can be undone with one click if the result isn't what you expected. Then clean it up: find duplicates and gaps across the whole workspace and fix them in bulk. Leaving works the same way — export everything, anytime.
- Salesforce & HubSpot presets with columns and stages auto-mapped
- Accounts, contacts, opportunities and notes, linked together
- One-click undo, duplicate-proof re-runs
- Find duplicates and formatting problems in bulk
- Merging keeps the best of both — pick which record wins each field
- Full workspace export, anytime
Opportunities, activities, partners and partner contacts all read back in whole — every column the export writes, the importer can read. The round trip is the anti-lock-in claim, and it's tested rather than asserted.
One system for the whole selling motion.
Records, pipeline, outreach, forecast and reporting in one place, with nothing bolted on. Everything below is in the one plan.
Campaigns & sequences
Multi-step outbound with caps, send windows, and reply auto-pause.
Follow-through queue
A morning list of what you opened and haven't closed.
Capture with no signal
Write the note on a dead platform; it files itself when you reconnect.
Your own win rates
Stage conversion and cycle times derived from the deals you closed.
Drag-and-drop pipeline
A kanban board from Prospect to Closed, on desktop and on a phone.
Accounts, contacts & org mapping
Tiers, tags, champion / decision-maker roles, and reports-to maps.
Your fields, your words
Add custom fields and make every dropdown say what your company says.
Filters & saved views
Stack conditions over built-in and custom fields, then save the view.
Calendar & tasks
Timed meetings and tasks, each tied to a contact or opportunity.
Lists & segments
Save a segment, then enroll it into a sequence or campaign.
Templates
Reusable email templates with merge fields for every step.
Marketing library + AI
An asset repository and AI drafting on your own Anthropic key.
@mentions & an inbox
Tag a teammate in a note; they get a link straight to the record.
Forecast with quota
Weighted commit and best case against an annual quota that prorates.
Reports you build yourself
Pin from 21 drill-down reports, filtered by rep and date range.
Cleanse, dedupe & merge
Find duplicates and gaps in bulk; pick which record wins each field.
Roles & permissions
Two roles and four switches that decide what a User can do.
Migration & export
Salesforce and HubSpot in with one-click undo; everything out, anytime.
Isolated by design
Every workspace separated in the database itself, not in app code.
Support access you control
No master key. Support sees nothing until you open a timed window.
Recurring revenue
Optional: MRR, renewals and churn on your own subscription deals.
Revenue breakdown
Optional: split a deal into up-front, recurring and services lines, and roll them up as year one, TCV or ACV.
Channel partners
Optional: partner firms and contacts, with the same outreach tools.
Weekly report
Optional: a structured weekly write-up, in your workspace's own words.
Content queue
Optional: draft LinkedIn posts, see the fold, and log who engaged as a contact.
Guide & support built in
A searchable manual and an assistant that answers from it, in the app.
Put more outreach out. Drop none of it.
Import your book this afternoon and start working it the same day.