One model. Every report agrees
One governed model under the stack you already run, so every report and every agent reads the same accounts, the same stages, the same number. Agent actions are proposed, approved, and reversible in one click, with every change logged. Nothing ripped out.
Retire the asterisk
Twelve tools, twelve truths, and a forecast defended on faith. What one governed layer replaces.
Twelve tools, twelve truths
Every system counts a lead, an account, and a stage differently, so no two reports agree and every number needs an asterisk.
Every agent action is a risk
Letting AI write to the CRM without scopes, approval, or an audit trail is a governance incident waiting to happen.
Reports and agents disagree
The dashboard says one thing, the agent acts on another, because they read from different copies of the data.
A forecast you can't defend
When the board asks why the number moved, 'the rep changed the close date' is not an answer.
One buyer, however your tools spell it
| Source | Record | Resolved |
|---|---|---|
| Salesforce | Marc B. | ✓ |
| Marketo | M. Becker | ✓ |
| marcb | ✓ | |
| ZoomInfo | mbecker | ✓ |
The same buyer shows up in Salesforce, Marketo, LinkedIn, and ZoomInfo as four different records. RevSure resolves them to one person, one account, one opportunity, so every report and every agent finally counts the same thing.
- Deterministic identity resolution across all sources
- Dedup and taxonomy standardization out of the box
- Bi-directional writeback · the stack you already run
- Decision traces on every score and recommendation
Propose. Approve. Commit. Roll back
Propose
Agent proposes a move with explanation and confidence.
Approve
Operator approves via Slack or in-app. Approval gates per-action.
Commit
Action ships into your live systems. Logged with who and when.
Rollback
One click reverses the action. Audit ledger immutable.
Every agent action runs through Safe Autonomy: it proposes the change, you approve it, it commits, and you roll it back in one click. Scoped tokens, role-based access, and PII masking keep it locked down, and an append-only log keeps it auditable. Gates come off for low-risk moves and stay on for the ones that matter.
- Scoped, revocable tokens · no standing credentials
- Role-based access per module and field
- Field-level PII masking before the model sees data
- Immutable, append-only audit of every action
Pipeline health, scored every day
A composite health score across coverage, velocity, mix, and stage distribution, recomputed daily · plus eight-quarter projections with a confidence band and the specific plays that close the gap.
- Daily health score, decomposable into each ingredient
- Eight-quarter projections with P10 / P50 / P90 bands
- Coverage by region × segment against target
- Gap recommendations that run through Agent Hub
The agents RevOps runs
Each owns one job and acts on the same context layer · proposed, approved, reversible.
High-Propensity Accounts + Writeback
Scores accounts daily and writes the tiers back to the CRM.
Key Deals
Surfaces the deals that carry the forecast and pings the owner on new risk.
Early-Stage Deals at Risk
Flags deals that are slipping before the close date does.
Contact Enrichment
Fills the buying committee on every new account, governed and logged.
Built on the two cores: the Context Layer and the Agents
Our forecast confidence went up because the model shows us why, not just what. The board stopped second-guessing the number.
Jason Beddall
VP Demand Gen · Ncontracts
Why RevSure for RevOps
Above your stack, day one
No rip-and-replace. RevSure sits over the tools you already run, bi-directional from the start.
Governed by default
Role-based access, PII masking, and an immutable audit are built in, not bolted on, and backed by SOC 2 and ISO 42001.
One model, every report
Entity resolution means every dashboard and every agent counts the same thing.
One source of context. Every team aligned
Implementation included. The first daily health score lands in week one. The migration is on us.