Platform

One deal record. Every revenue decision.

Keep your CRM. PROOF connects the source, decision and action behind the forecast in one record.

What connects, and which way

One record, fed by the tools your team already uses.

Your CRM keeps its place, and PROOF writes back only what you authorise. Email, calendar, meeting and file sources feed the deal record; approved alerts can go out to Slack or Teams. Sellers can also add what they know directly.

Your system of record
SalesforceStage, amount, close date, next step
HubSpotDeals, contacts, property changes

Two way. PROOF reads it, and writes back only what you authorise.

PROOF One deal record

Every piece keeps the source it came from and the date it applied.

SourceApplied dateRecorded dateOwner
Where the work already happens
Google WorkspaceCalendar, Gmail and files
Microsoft OutlookCalendar and email
GongWhat was actually said in the meeting
Slack and Microsoft TeamsPriorities, alerts and warnings

One way in. Nothing your team already does has to change.

And straight from the seller, on any device
VoiceTalk for a minute after the meeting. PROOF writes it up.
PhotosA whiteboard, a signed page, a screen.
DocumentsPDF, Word and PowerPoint.
On the phoneInstall PROOF, then share into it from any app.
Your CRM remains the system of record. Sources flow in; authorised writes and alerts follow their configured paths.
Claim · Evidence · Status

Every status shows its working.

Open the source, see who made the claim, when it applied and what remains unconfirmed. The team can inspect the trace and make the decision.

ClaimEvidenceStatus
Budget approvedCFO approval stated in email · 12 JunSource backed
Champion is strongLast buyer confirmation 42 days agoStale
Close date this monthNo buyer-confirmed decision dateAt risk
Competition understoodMentioned once in meeting notesNeeds review
Demonstration deal · Northstar. See the claim, the source and the gap. Then decide the next move.

How the platform works

Capture. Structure. Govern. Defend.

PROOF turns the evidence already created through normal sales work into a decision record the team can use and challenge.

Evidence already created
CRMConversationsEmailDocuments
01
Capture

Bring the fact in with its source and timing.

02
Structure

Connect it to your Method, stage and evidence standard.

03
Govern

Show what is supported, stale, contested or missing.

04
Defend

Send the forecast forward with its reason still attached.

One reasoned decision
Next actionCoaching focusForecast
Turn the evidence your team already creates into the next action, coaching focus and forecast.

Five source states

Disagreement gets a name, not a cleanup ticket.

Every source field arrives in one of five states, and each is shown rather than resolved behind your back. Stale CRM data never quietly becomes somebody's forecast.

Fresh

Received inside the governing freshness policy.

Stale

Real, but older than the policy allows. Shown with its age.

Missing

Never supplied. Not the same as zero.

Conflicting

Two sources disagree. Both are kept and shown.

Nobody can say yet

The question can't be answered from what exists. Said plainly.

For RevOps and Admin

Change how you sell without losing what last quarter told you.

RevOps maintains stages, forecast categories, targets, methodology versions and CRM mappings. Admin enforces organisation and tenant isolation, membership, role permissions, export rights and account safety. Every version remains visible.

See responsibilities by role

The operating principle

Simple to use. Inspectable when challenged.

The team sees the answer, the reason and the next action. The source, timing, ownership and uncertainty remain available when the conclusion needs to be challenged.

Buyer participation

A buyer confirming beats anyone claiming.

Where the customer permits it, an authorised buyer can Confirm, Correct or Disagree with selected deal facts. When direct participation is unavailable, the status stays unconfirmed.

That is the record.

See Method

See the working product

See PROOF turn live deal evidence into the next decision.