1
One pipeline of truth - stages, probabilities, checklists
10 configurable stages with probabilities, stage checklists, lifecycle hooks. Audit monthly against actual conversion - your kanban forecast stops lying.
RevOps 
RevOps
Stop fighting the hairball. Pipeline stages, field mapping, billing reconciliation, weekly reports - configured in one place, synced both ways. Trust the data. Ship without engineering.
AI-automated Efficiency
Dialer / Live Live call - auto-logged
History
JH
Jensen Huang - CEO
Nvidia - $32,000 - Eval Deal
$32,000
Close
Jun 15
Stage
Eval
Transcript Auto-summary on
Jensen Tell me how this compares to what we use today.
You Same outbound surface - but one platform instead of five.
Jensen What's the lift for an SDR team of 12?
Drop VM Transfer Note End
Connected Decision-maker Auto-logged to deal
Your CRM
This is your CRM.
Pipeline, Accounts, Contacts, Activity, Quotes, Customers - all native. No Salesforce license required.
Pipeline AccountsContactsActivityQuotesCustomers
Pipeline value $148.5K 8 open deals
Accounts 164 +12 this week
Contacts 847 +34 today
Activity 47 Today
Quotes Q-0040 Latest
Today's pipeline 8 deals · $148,500
Tesla · Q3 Expansion
$48,000
Nvidia · GTM Standardize
$32,000
Stripe · Renewal
$24,000
OpenAI · Team Rollout
$18,500
Already on a CRM?
graph8 syncs bidirectionally - keep your system of record, run your day here.
+ more Used daily by top-performing GTM teams
How RevOpses use graph8
Your day, briefed and on autopilot
2
CRM ↔ billing reconciled in one tool
Stripe IDs joined to the CRM record. Catch orphaned subscriptions and unbilled customers in one export, not a quarterly fire drill.
3
Field mapping you own, not engineering
Per-object field maps for HubSpot · Salesforce · Zoho · Stripe. Auto-Fill or Overwrite per row. Schema decisions land in minutes, not sprints.
Inside graph8
The 5 surfaces you'll live in
5 places in graph8 you'll open every day.
Surface 1 · Pipeline Config
Every stage configured, every probability auditable
Open Revenue → Pipelines. 10 stages with probability weights, stage checklists, lifecycle hooks, and revenue rules - all editable from one tree. Nine sibling tabs cover Buying Committees, Lifecycle, Stage Docs, Lead Qualification, Products, Quotes, Form Settings, Leaderboard.
- 10 default stages - New Meeting · Discovery Held · Solution Fit · Proposal Sent · Verbal Commit · Closed Won · Closed Lost
- Probability column - edit when actuals drift from forecast
- Stage checklists - what must be true before a deal advances
- 9 Revenue sub-tabs - one tree, every revenue lever
app.graph8.com/studio/settings → Revenue → Pipelines
Dialer / Live Live call - auto-logged
History
JH
Jensen Huang - CEO
Nvidia - $32,000 - Eval Deal
$32,000
Close
Jun 15
Stage
Eval
Transcript Auto-summary on
Jensen Tell me how this compares to what we use today.
You Same outbound surface - but one platform instead of five.
Jensen What's the lift for an SDR team of 12?
Drop VM Transfer Note End
Connected Decision-maker Auto-logged to deal
Surface 2 · CRM ↔ Billing
Revenue truth, joined and reconcilable
Three views of the same customer. /admin Customers shows the raw Stripe customer + subscription IDs joined to the CRM record. /admin Services is the priced catalog. /deals/l/customers is the operational view. Pair them to catch orphaned subs and unbilled rows in one pass.
- Stripe Customer (cus_xxx) + Subscription (sub_xxx) on every row
- Trialing · Active · Past due status
- Priced services catalog with credit units
- Owner · Stakeholders · MRR on the operational view
app.graph8.com/admin → Customers · /deals/l/customers
Customer book · MRR
Search
Filter
Add
Customer MRR Plan Status
T Tesla $48,000Enterprise Active
N Nvidia $32,000Enterprise Active
S Stripe $24,000Scale Active
O OpenAI $18,500Scale Active
A Anthropic $12,500Scale Active
F Figma $499Pro Past due
6 of 8 shown
1 2
Surface 3 · Integrations + Fields
Field mapping you own, schema decisions you ship
Open Integrations. HubSpot · Salesforce · Zoho · SugarCRM · Stripe - each connection drills into Push · Pull · Fields · Appointments. The Fields tab is your schema surface: per-object map of every graph8 field ↔ CRM property, with Auto-Fill and Overwrite controls per row.
- HubSpot · Salesforce · Zoho · SugarCRM · Stripe - five connectors
- Per-object mapping - Contact · Lead · Company · Deal
- Auto-Fill - graph8 fills when CRM is blank
- Overwrite - graph8 always wins for owned fields
app.graph8.com/studio/settings?tab=integrations
Dialer / Live Live call - auto-logged
History
JH
Jensen Huang - CEO
Nvidia - $32,000 - Eval Deal
$32,000
Close
Jun 15
Stage
Eval
Transcript Auto-summary on
Jensen Tell me how this compares to what we use today.
You Same outbound surface - but one platform instead of five.
Jensen What's the lift for an SDR team of 12?
Drop VM Transfer Note End
Connected Decision-maker Auto-logged to deal
Surface 4 · Reports + Conversions
Thirteen reports, one Monday digest
Open /reports for Activity Trend, Reply Health, Bounce Health, Mailbox Health, Connect Rate, SDR Leaderboard, Talk Time, Meeting Pipeline, Inbound Activity. Pair with /analytics/conversions for goal completions and form performance. Screenshot, post, repeat every Monday.
- 13 sub-reports - Activity · Reply · Bounce · Mailbox · Connect · Leaderboard · Heatmap · Talk Time · Meetings · Inbound
- Activity Trend chart - emails · dials · replies · meetings
- Conversions - Goal Completions + Form Performance
- Sender attribution - Acquisition · Behavior · Realtime · Live Visitors
app.graph8.com/reports · /analytics/conversions
This week - GTM rollup
All 7d 30d QTD
Pipeline value
$148,500
↑ +12% Open deals
8
↑ +2 Past close
3
↑ +1 Avg deal
$24,750
↓ -4% Last 7 days - meetings booked 88
Live - updated 4 min ago
Export
Surface 5 · Systems Config
Domains · Scraping · Custom JS - the three you own end-to-end
Three configuration surfaces RevOps controls without filing a ticket. Domains is your auth allow-list and default role. Scraping is your content crawler inventory. Custom JS is the approval queue for code injections on customer sites - every request audit-trailed.
- User Domains - auth allow-list, default role for new joiners
- Content Domains - primary website + crawl inventory (32 pages)
- Scraping - exclusion paths, max pages per crawl, last-crawl date
- Custom JS - Pending · Approved · Rejected · Revoked queue per org
app.graph8.com/studio/settings → Domains · ?tab=scraping · /admin?tab=custom-js
Studio - brand & assets
Brand kit Colors - type - logos
Ready
Voice & tone Style guide - examples
Ready
ICPs 3 segments - scored
Ready
Personas 8 of 12 - in review
Drafting
Messaging Value props - proof
Ready
Landing pages Demo - trial - expand
3 live
6 of 12 shown - updated 5m ago
1 2
AI Chat & Email Autopilot
Every reply for RevOpss, drafted in your voice and queued for one-click send.
Incoming Message
Hi, I downloaded your eBook last week and wanted to learn more about your solutions.
From: [email protected]
AI Draft Response
Tone:
Hi! Thanks for your interest in Graph8's enterprise solutions! 😊 I'd be happy to connect you with our team. I can schedule a call for you today - what time works best? We have slots available at 2 PM, 3:30 PM, or 4 PM EST.
Campaign BuilderPersonalization EngineData CloudVisitor ID AI
Ask graph8 anything
An agent that knows your world
Sparkle icon, top right, every page. Or DM the same agent from your phone via WhatsApp, Slack, Roam, or iMessage.
Sample agent exchange · illustrative
An agent that knows your world
Online
Recent
Pipeline summarynow
Tesla close plan2h
Renewal riskMon
Best 3 leadsFri
TC
Which customers in /admin don't have a CRM row, and which CRM rows are missing a Stripe ID?
9:42 AMRead
4 reconciliation gaps · $67,499 at risk · (2 orphaned subscriptions · 2 unbilled CRM rows)
DealStageAmountClose
Figma · ProOrphaned sub$499past_due · 14d
Snowflake · ScaleOrphaned sub$8,000Active · no CRM row
Linear · EnterpriseUnbilled CRM$6,000no Stripe ID
Vercel · ScaleUnbilled CRM$12,000no Stripe ID
Figma is past_due 14 days - flag for the CSM today. Snowflake is paying in Stripe but has no CRM record - create it before month-end to get attribution right. Linear and Vercel are in the CRM as Active but have no Stripe ID - either unbilled (revenue leak) or sandbox accounts. Reconcile before the next forecast pass.
9:42 AMgraph8
TC
Ask anything - try "show open deals over $20k"
Send
Try
which pipeline stages have probabilities that don't match actuals? show me every HubSpot field where Overwrite is on but Auto-Fill is off what changed in /reports Reply Health this week?
Value
What changes when you ship with graph8
For you
For you, the RevOps
- One tree for every revenue lever - stages, fields, billing, reports
- Field mapping you ship without an engineering ticket
- Billing reconciled against the CRM in one export
- Agent in your pocket via WhatsApp · Slack · Roam · iMessage
For team
For your team
- Forecast accuracy - probabilities tuned to actuals
- Zero orphaned subscriptions · zero unbilled accounts
- Both-way CRM sync without duplicating systems of record
- Monday digest the whole team reads
4h/day
Average RevOps time back on graph8
We replace every other tool
How AI automates the work
The agents that run behind your day
Three engines built into the surfaces above. Same product, named for what they do.
Data Quality Agent
Watches your pipeline shape, field-map drift, and CRM ↔ Stripe joins. Flags orphaned subscriptions, unbilled CRM rows, and probability columns that lie about your forecast.
Attribution Agent
Builds the Monday digest from /reports and /analytics/conversions. Calls out reply-rate drops, bounce-rate spikes, and meeting-pipeline anomalies before you ask.
graph8 Agent
Answers natural-language questions about your config, your pipeline, and your billing reconciliation. Reachable from any page or your phone via WhatsApp · Slack · Roam · iMessage.
Connected roles
A RevOps on graph8 works with
GTM Engineer
Your builder peer - they ship workflows and node graphs on top of the schema you own.
Open role Marketing Operations
Sibling discipline - they run campaign config, you run revenue config. Same Integrations tab, different objects.
Open role AI Agent Operator
Operates the agents you ship - they tune prompts and routes against the data quality you enforce.
Open roleAbout graph8
RevOpss use graph8 to ship cleaner data - and faster handoffs.
Early customers replace stitched-together ops tooling with one platform that ingests, dedupes, scores, and routes.
More qualified pipeline
Real-time engagement + instant scheduling turn interest into booked work without extra tools.
Less busywork
AI drafts replies, logs activity, and syncs data automatically - so every role focuses on people, not paperwork.
One operating picture
Every signal rolls up to deals and accounts, giving leadership real visibility and IC's clear next steps.
graph8 — Everything Included
$499 /month
7-day free trial. No credit card. Cancel anytime.
2,500 free credits to start
75,000 AI credits/month included
Every feature — voice, email, chat, data, coaching — included
Automatic upgrades
Pay As You Go Not ready for a plan? Start small.
$0.05 /credit
Start your first campaign in 3 minutes. No credit card required.
Calculate my ROI Everything in One Place
Full GTM Platform
Sequencer, dialer, inbox, campaigns, CRM, and AI agents in one system.
AI Voice Agents
Clone any rep's voice for inbound and outbound calls with live booking.
5-Channel Sequencer
Email, phone, LinkedIn, SMS, and WhatsApp in automated sequences.
AE Cockpit
AI-prioritized deal actions with meeting prep and risk alerts.
44-Doc Intelligence Engine
Auto-generated battle cards, personas, and competitive analysis per org.
Smarter Data, Better Targeting
700M+ Contacts & 100M+ Companies
Search by title, seniority, industry, and tech stack with real-time filters.
Waterfall Enrichment
5+ providers queried in sequence - only pay for the one that matches.
Intent + Visitor Signals
See which companies research your keywords and visit your site.
AI Staging Tables
Enrich, score, and classify leads with AI formulas before they hit your CRM.
Simple, Transparent Pricing
Unlimited Users
No per-seat fees, ever.
Every Feature Included
Voice AI, enrichment, sequencer, campaigns - nothing locked behind tiers.
No Contracts
Month-to-month, cancel anytime, credits never expire.
Ready to Replace Your Sales Stack?
One platform. $499/month. Unlimited everything. Battle-tested and launching campaigns in 3 minutes.
