The Sales Platform Built To
Close More Deals.
Unite your pipeline, customer conversations, financing offers, and reporting in one intelligent workspace — designed for field reps and the leaders who run them.

Powering 10,000+ sales teams worldwide
Powerful Features For Modern Sales Teams.
Nine purpose-built modules replace the spreadsheets, voice memos, and disconnected tools slowing your team down — all in one professional workspace.
Offline Mode
Field reps stay productive without signal. All activity auto-syncs the moment they're back online.
Voice Recording
Capture every customer conversation on the go and turn it into searchable, structured insight.
AI Reporting
Ask any question and surface trends, win/loss patterns, and rep performance — no SQL required.
Automation Manager
Run targeted email and SMS automations from professionally designed, on-brand templates.
Customer Surveys
Create and deploy customer exit surveys. Gather valuable feedback to improve your sales process.
Price Presentation
Build polished, branded price sheets with financing, promotions, and product breakdowns in seconds.
Lead Management
Track every lead from first touch to closed deal — never let a single opportunity fall through.
Progress Reports
Monitor KPIs, identify gaps, and celebrate wins with detailed, share-ready analytics.
Take-Away Sheets
Standardize product information and feature comparisons across your entire field team.
Built For Every Role.
Tailored features for administrators and field representatives.

Run The Entire Sales Engine From One Screen.
Complete control over teams, automations, and analytics with AI-powered insights.
- Email & SMS Automations
- AI Reporting & Analytics
- Team & Customer Management
- Financing & Promotions
Everything You Need In The Field, On Every Device.
Everything needed for field sales success from presentations to surveys.
- Customer Management
- Price Presentation
- Voice Recording & Surveys
- Financing & Promotions

Trusted Numbers That Show Real Impact.
Understand what's working and what's need attention through clear insights that keep your business moving.
Everything You Need To Run The Field & The Office.
One platform for reps in the field and admins behind the dashboard — switch the view to see how each side works.
Pitch From Anywhere. Capture Every Word.
Run polished presentations on tablet or mobile while the app records the conversation, transcribes it, and saves it to the rep’s account — no laptop, no extra gear.
- Present anywhere — decks load offline on iPad or phone
- One-tap recording with auto-saved transcripts
- Auto-sync the moment you’re back on Wi-Fi

Get Started In Three Simple Steps.
Get started in minutes with our simple three-step process.
Setup Your Team
Create your account, add team members, and assign customers to sales reps. Import existing customer data or start fresh.
Engage Customers
Sales reps use mobile to present price presentations, record conversations, and conduct survey.
Track & Optimize
Access AI-powered insights, monitor team performance, and continuously improve your sales process with data-driven decisions.
Choose Your Plan.
Flexible pricing for every team size — start free, upgrade when you’re ready.
Basic
For small teams getting organized.
1–5 users · billed annually
- Pipeline & customer CRM
- Email templates
- Basic reporting
- Mobile app
Standard
Everything growing teams need.
6–10 users · billed annually
- All Basic features
- SMS automations
- Voice recording
- Customer surveys
Premium
Advanced AI for high performers.
11–20 users · billed annually
- All Standard features
- AI reporting & insights
- Financing offers engine
- Priority support
Custom
Built for enterprise sales orgs.
21+ users
- Custom integrations
- Dedicated success manager
- SSO & advanced security
- SLA & uptime guarantees
Questions, Answered.
Common questions about how Core Sales streamlines your process.
Most teams are live within 48 hours. Our migration specialists move your historical pipeline, contacts, and call recordings — and we white-glove the first two weeks of onboarding.
Yes. We integrate with the most common CRMs, email/SMS providers, and accounting systems out of the box, and offer custom integrations on the Premium and Custom plans.
Yes — reps can present, record, take notes, and run surveys with no connection. Everything auto-syncs the moment they’re back on Wi-Fi or cell.
Your data stays in your company. AI reporting runs against your isolated workspace, never trains on your content, and respects per-role access controls.
Yes. Pipelines, custom fields, role permissions, pricing books, and approval flows are all configurable from the admin dashboard — no engineering required.
All plans include in-app chat and email support. Premium adds priority response times and a dedicated CSM; Custom adds 24/7 phone support and an uptime SLA.
Still have questions? Contact Us