WorkCurrent
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For CEOs and revenue leaders at mid‑sized B2B companies

Your CRM,
made

WorkCurrent is the easy-to-use sales workspace that sits on top of your CRM to make all the “should be happening” work actually happen.

It uses your real prospect conversations to keep the pipeline and forecasts accurate and honest by auto‑updating fields and stages, drafting follow‑ups, coordinating next steps, flagging deal risk, coaching reps in real time, and showing a clear plan to move each opportunity to close.

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For salespeople. Walk into every meeting fully prepared – who's involved, what changed, what's missing, and what you need to say on this call – while your CRM admin, meeting coordination, follow‑ups, and drafts of emails, quotes, and proposals happen for you in the background.

For sales leaders. Start each week with a live view of which deals are real, which are at risk, and which reps need help. All while risks, scorecards, dashboards, reports, and pipeline insights update for you automatically based on real conversations.

For executives. See one forecast you can trust, with an honest view of progress against your plan, and which deals could swing the quarter – so hiring, budget, and board decisions are based on actual prospect conversations. No Sugarcoating.

How It works

Speed Up Time-to-Quality for your CRM

Run your end-to-end sales processes consistently. WorkCurrent sees real prospect conversations, keeps fields and stages current, drafts responses, completes follow‑ups, coordinates meetings, flags risk, and coaches reps on exactly how to unblock deals.

Because it’s pre‑built on top of your core systems, your time to quality is near‑instant: make small tweaks to a proven setup instead of spending 6–12 months attempting to build multi-software AI workflows or systemize 1000s of private ChatGPT and Claude conversations from your team.

Your AI Revenue Partner

WorkCurrent x Claire

Claire is your always‑on AI revenue partner who runs the admin for your CRM and the WorkCurrent workspace in the background, and coaches your team in real time when they need her. She behaves like a seasoned revenue leader who can see every deal at once and is still willing to roll up her sleeves to do the admin and follow‑through work that keeps your system clean.

(aka: A built-in Advanced AI Agent)

The gap

Your CRM isn't enough on its own (yet)

  • 01

    Your sales process, if it exists, lives in slide decks and speeches, not in the tools your team uses every day.

  • 02

    CRM screens show “name, amount, probability,” so reps free‑style with spreadsheets, notes, and their own way of selling.

  • 03

    At any time, only 10–30% of your CRM is complete, so pipeline and forecasts don't fully match what's really happening in conversations with prospects.

WorkCurrent and Claire fix these problems without replacing your CRM.

WorkCurrent x Claire

Handled for you, end to end.

Adaptive Deal Mind

On day one, Claire turns a few short onboarding questions into a live mind map of your offers, personas, pains, drivers, status quo, objections, proof, and dozens of other GTM elements. Then quietly creates and runs bespoke playbooks for each prospect in your CRM, so every email draft, call prep, analysis, recommendation, and real‑time coaching during your meetings is hyper-relevant to each person across all your deals.

Build vs WorkCurrent AI

The honest comparison.

Most teams can stitch something together. Here’s what the trade really looks like across the six things that matter.

Context
Knows one or two of: basic information about your company, basic information about the prospect, and what was said in a recent call or two.
Knows all three, all the time, for every contact, lead, and deal: everything about your business; everything about that prospect; everything about all past conversations across phone, email, texts, LinkedIn, and CRM activity.
Time-to-quality
Relies on generic, low‑context outputs: static playbooks that don’t adapt to deal stage or live conversation, templated follow‑ups, and forecasts built only from CRM numbers.
Real‑time coaching specific to this objection, on this call, with these stakeholders. Follow‑ups that reflect what the buyer actually said. Forecasts and recommendations based on real calls, not just stage math.
Memory & improvement
Each rep learns from their own calls. Playbook updates are manual and slow. Quarterly planning runs off static CRM reports — not how buyer conversations are actually changing.
Every call becomes training data for the next one. New objections and competitors are logged automatically; leaders approve a response once and it’s used live across the team. Planning reflects how buyer sentiment is actually shifting.
Integration & admin
A mix of native settings, Zap‑style automations, and custom scripts that one or two people understand. Reps log notes their own way; executives end up in spreadsheets.
Connects once to CRM, calendar, email, and meeting tools. Reads and writes directly — so follow‑ups, fields, tasks, deals, and meetings stay aligned by default.
Reliability & safety
Internal solutions aren’t recognized apps in CRMs. They run on generic API keys with no clear permission model. Long‑term reliability depends on a small internal team to debug and maintain.
Standalone product with one‑click integrations into the major CRMs. Centrally maintained with integrations, patches, performance, customizations, and support handled by WorkCurrent. Built to enterprise‑grade security standards.
Effort & time‑to‑value
Day one is usually a wrapper or a few ad‑hoc workflows. Real‑time coaching across many reps requires real streaming infrastructure. 6–18 months of specialized RevOps and engineering effort.
A 20‑question onboarding and one‑click connections bring Claire onto real calls in the first week. New capabilities arrive as product updates, not new internal projects.
Pricing

Plans built around how your sales team buys.

Start with a 90-day pilot or launch into our annual plans. Every plan includes WorkCurrent and Claire.

Most Popular

Launch

For teams ready to permanently improve their sales processes.

$1,500/ month

US$18,000 billed annually.

Get Started

Includes:

  • Up to 5 active sellers included
  • Unlimited managers, executives, and view-only users
  • WorkCurrent workspace connected to your CRM
  • Claire coaching, meeting prep, and CRM admin
  • Deal, forecast, and pipeline intelligence
  • Standard Guided Launch included

Pilot

For teams who prefer to experiment and validate first.

$2,500/ month

US$7,500 billed once.

Apply for a Pilot

Includes:

  • 90-Day Guided Pilot
  • One CRM connected, up to 5 active sellers
  • Claire runs inside your real sales process
  • Measured improvements in CRM accuracy & follow-up
  • Pipeline visibility, management time, forecast evidence
  • Standard Guided Launch included
  • Continue annually, quarterly, or stop. No additional obligation after day 90.
Make It Your Own

WorkCurrent AI Labs

For teams wanting special configurations, proprietary integrations, or custom feature builds.

$3,500+/ build

Scoped around team size, systems, and launch requirements.

Talk to Sales

All features, plus:

  • All WorkCurrent + Claire capabilities
  • Custom CRM, workflow, or reporting scope
  • Multi-team rollout planning
  • Data remediation and custom integrations available
  • Executive dashboards and advanced forecast support
  • Custom product sprint options
  • Dedicated launch and success planning

Plus, you can cancel your subscriptions for

Meeting note takers
LLMs
Workflow automation tools
Contact enrichment tools
Task management tool
CRM data entry assistants
Sales forecasting spreadsheets
Pipeline review tools
Follow-up reminder apps
Call recording analytics platforms
Deal risk scanners
Sales coaching software
Email sequence builders
Proposal tracking tools
Revenue intelligence dashboards

Pilot terms: one CRM instance, one primary pipeline, and up to five active sellers. Standard Guided Launch included. Custom development, major data remediation, and nonstandard integrations are quoted separately.

AI Summary:
AI

All prices in USD and exclude applicable taxes. Monthly figures are equivalents; WorkCurrent AI subscription is sold under a 12-month agreement. Annual plans are billed in full at the start of the term. Quarterly plans are billed every three months. One CRM instance and one primary sales process are included. Custom integrations, data remediation, and custom feature development are quoted separately.

FAQ

Your questions, answered.

Get A Demo

Still not convinced? See It Live.

We’re inviting a small group of traditional B2B companies with 3–20 reps on HubSpot or Monday CRM to see WorkCurrent in action.

  • Live 1:1 demo with a founder.
  • See how WorkCurrent fits your CRM, team, and sales motion.
  • Founder pricing for early teams.

We read every request. No marketing list, no drip campaigns.