Now in private beta Built for AEs in mid-market & enterprise SaaS

The AI sales co-pilot that tells you exactly what to do next.

Prepare every call Capture every insight Win every deal

MARCO learns from every call, email, and deal in your account history — then guides every next move with evidence, not guesswork. No more starting from scratch. No more generic next steps. No more lost context between conversations.

SOC 2 Type II in progress Data isolation per workspace Reviewable updates — nothing pushed without you
Actual MARCO AI product showing the Northwind Logistics account workspace with deal value, risk score, velocity, stage, account plan tabs, and intelligence cards.
The problem

AEs are paid to execute strategically — and given tools that make it impossible.

Every deal starts from scratch because no current tool actually learns from an account's history. AEs spend hours assembling context, then walk into calls already a step behind.

Hours of pre-call research

AEs dig through Salesforce, Gong, email threads, and old notes to piece together what's actually going on in an account.

Impact Miss key stakeholders, repeat past mistakes, and spend valuable selling time rebuilding context that should already be ready.

Context lost between calls

Every conversation resets. Pain points, objections, and signals from prior interactions sit buried in transcripts no one re-reads.

Impact Follow-ups become generic, messaging drifts from the buyer's real pain, and reps lose momentum between meetings.

No institutional memory

The team's past wins and losses don't inform today's deals. Patterns that should be obvious — Finance not engaged, deals stalling at procurement — go invisible.

Impact Deal cycles slow down, win rates decline, and teams repeat avoidable losses that prior account history already revealed.

CRM as overhead, not signal

AEs spend an hour a day on admin to keep CRM up to date. The data still ends up incomplete, inconsistent, and read-only for the rep.

Impact Execution becomes inconsistent, managers lose confidence in pipeline data, and rep time shifts from selling to admin.

Account plans rebuilt from scratch

Every QBR, every reorg, every new deal — someone reopens a template, copies fields, and tries to manually reassemble the truth.

Impact Strategy goes stale quickly, QBRs rely on manual snapshots, and each new deal starts without the full account truth.

"Insights" without instructions

Existing AI tools surface summaries, sentiment, and stats. None of it answers the only question that matters: what should I do next?

Impact Teams get more information but less direction, leaving critical next steps to instinct instead of evidence.
The differentiator

Nucleus — the engine that learns from every interaction.

Nucleus is MARCO's intelligence engine. It ingests every call, email, CRM record, and deal in your account history — historical and real-time — then organizes it around three questions: what does this account care about, what has happened before, and what needs to happen to win?

While competitors surface data, MARCO surfaces causality. Every recommendation is tied back to a pattern from your team's actual deal history.
Other tools
MARCO with Nucleus
Show you data
Use data to tell you what to do
Summarize conversations
Learn from every conversation
Help you look backward
Guide what to do differently now
Store activity
Build institutional memory
Generic next steps
Next steps tied to historical causality
Nucleus Account Intelligence Pain Points Objections Stakeholders Decision Process Deal History Engagement
Six intelligence layers

Every account understood from every angle.

Nucleus extracts and tracks signals across six dimensions — and ties every output to a concrete pattern from your team's history.

01 / 06 Current + historical

Pain points

Explicit problems, implied challenges, urgency, and frequency across calls.

"This pain point has appeared in 3 conversations and the last sales cycle."
02 / 06 Risk detection

Objections & concerns

Pricing, integration, security, internal pushback — by stakeholder, with status.

"Security concerns were raised in the last 2 deals and remain unresolved."
03 / 06 People intelligence

Stakeholders & roles

Name, role, stance, and influence — plus who was missing from past failed deals.

"Previous deal failed without finance involvement — currently still missing."
04 / 06 Deal progression

Decision process & signals

Timeline, criteria, approval steps, procurement, and budget signals.

"Last deal stalled at procurement — same stage approaching now."
05 / 06 The moat

Deal history

Previous opportunities, stages reached, loss reasons, and time-in-stage patterns.

"Last 2 deals failed after technical validation due to lack of exec alignment."
06 / 06 Momentum tracking

Engagement signals

Email responsiveness, meeting frequency, who's engaging vs. going dark.

"Engagement declining after pricing conversation — deal risk increasing."
The continuous loop

Before the call. After the call. Between calls. Always.

MARCO operates as a continuous intelligence loop across every moment of the deal cycle — not a tool you log into, but an engine that runs alongside every interaction.

01 · Before

Prepare every call.

The full pre-call brief lands in your inbox 15 minutes before the meeting — auto-triggered by Google Calendar or Outlook.

  • Account snapshot & meeting context
  • Stakeholder map with sentiment & influence
  • What matters: top pain points, urgency, frequency
  • Active objections, tied to who raised them
  • Strategy, talk track & recommended next step
03 · Between

Win every deal.

The dynamic account plan continuously evolves — built on seven pillars and re-scored after every call, email, and CRM update.

  • Opportunity intelligence & velocity vs. average
  • Stakeholder coverage & influence map
  • Pain points & drivers — ranked by impact
  • Active objections & risks with status
  • Recommended actions & messaging angles
Product

Four moments where MARCO replaces an hour of work with sixty seconds of clarity.

10-section pre-call brief

Walk into every call with a strategist's perspective — in under 60 seconds.

No more 9:55 AM cram sessions. MARCO generates a complete brief before the meeting — and it's structured to be read, not skimmed.

  • All ten sections — snapshot, context, stakeholders, pain points, objections, history, strategy, objectives, risks, next step
  • Auto-generated 15 minutes before each meeting
  • Every signal traceable back to its source — call, email, CRM record
  • Confidence scores on every recommendation
< 60s
Time to fully prepared
10
Sections, every brief
15min
Lead time before call
Pre-call brief · Helix Biosciences
10:30 AM · Stage 4 · Generated 14 min ago
01
Account snapshot. Mid-market biotech, 1,200 FTE, $340M ARR. Series D, expanding into clinical trial automation.
Verified
02
What matters. Compliance reporting takes 3 weeks per cycle — mentioned in 4 of last 5 calls. Recurring · increasing urgency
Recurring
03
Risks & gaps. Legal not yet engaged — last deal at this stage stalled for 6 weeks waiting on legal review.
Pattern
04
Talk track. Lead with audit-cycle reduction (8x in similar Helix deal Q2). Defer pricing until clinical sponsor confirms scope.
Strategy
Post-call action queue · Cobalt Financial
Call ended 4 min ago · 6 actions ready for review
Send recap email to Maya Chen. Drafted, ready in your Gmail drafts folder. Tone: confirming · Length: 4 paragraphs
Review
Update opportunity stage to "Validation". Close date pulled to Mar 14 based on procurement timeline mentioned at 14:32. Salesforce
Approve
New objection logged: SOC 2 timeline. Tied to Jordan Park (Security). Surfaced in 2 of last 3 enterprise deals.
Auto-saved
Schedule technical deep-dive with Jordan + your SE. Calendly link drafted to send post-recap.
Stage
Buying signal: "We need this live before audit window." Logged. Bumped Cobalt urgency to High.
Insight
Post-call action engine

The end of "I'll update CRM later."

Within five minutes of every call, MARCO produces structured outputs you actually want to use — not a wall of summary text.

  • Structured call summary & key moments
  • Extracted pain points, objections, buying signals
  • Prioritized next steps with the reasoning
  • Drafted follow-up email & LinkedIn message
  • CRM updates staged for one-click review
5min
From hang-up to actions ready
80%+
Of CRM fields auto-staged
0
Updates pushed without review
Dynamic account plan

Account plans that re-score themselves.

Seven pillars, continuously updated. The plan reflects the deal as it is right now — not as it was at the last QBR.

  • Opportunity intelligence & velocity vs. average
  • Stakeholder coverage, influence, sentiment
  • Pain & drivers — current and historical
  • Active objections, frequency, blocking deals
  • Engagement, momentum, drop-off detection
  • Strategy & sequenced next actions
Account plan · Lumen Health
7 pillars · re-scored 12 min ago after call with CFO
OpportunityStrong
Stakeholders7 / 9
Pain & driversClear
Objections2 active
Momentum0.7×
HistoryAligned
StrategyNext: SE
Re-sequence: Run technical validation before pricing. Last 2 deals at this stage stalled when pricing came first. Pattern · 88% confidence
Apply
Stakeholder gap: CFO not yet looped in. Risk score raised to Medium. Suggested intro: ROI memo template
Open
Nucleus workspace
Ask anything. Grounded in your account history.
Why is Northwind moving slower than my other accounts?
Northwind is at 0.7× your account average velocity. Two contributing factors:

1. Finance not yet engaged. In the last two closed-lost cycles at Northwind, Finance entered the conversation only at procurement — both stalled for 4+ weeks.
2. Engagement drop after pricing. Email response rate fell from 88% to 31% in the seven days following the Oct 28 pricing review.

Recommended next step: a 20-min ROI walkthrough with Priya Tan (Finance), scheduled before any next pricing conversation. Salesforce · 2 closed-lost Gong · 7 calls Gmail · 14 threads
Nucleus workspace

Ask any question. Get an answer grounded in your data.

Nucleus is a chat-style workspace on top of every account. Ask about velocity, missing stakeholders, comparable deals, or what to do next — answers cite the specific calls, emails, and CRM records they're built on.

  • Cross-account questions: "What's blocking my Q2 deals?"
  • Single-account drilldowns with sourced citations
  • "Compare this to Q3 closed-won" pattern queries
  • Every answer ties back to a record you can open
Integrations

MARCO is only as intelligent as the data it has access to — so we connect to everything.

From day one, it integrates with your CRM, conversation intelligence tools, calendar, and email.

SalesforceCRM
HubSpotCRM
GongConversation intelligence
ZoomMeeting transcripts
Google CalendarCalendar
Outlook CalendarCalendar
GmailEmail
Outlook EmailEmail
LinkedIn Sales NavigatorSales intelligence
SlackTeam alerts
OutreachSales engagement
SalesloftSales engagement
Who it's for

Built for AEs first. Designed to scale to the whole revenue team.

MARCO lands with the rep who needs it most — then expands to the team once managers see the pipeline visibility they get for free.

Primary user

Account Executives

Mid-market & enterprise SaaS · 6+ active deals · high call volume

  • Save 3-5 hours per account per week
  • Walk into every call fully prepared
  • Never lose context between interactions
  • Clear next steps after every call
  • Higher win rates through better positioning
Expansion revenue

Account Managers

Post-sale relationship leaders responsible for renewal & upsell

  • Identify expansion signals early
  • Track engagement & relationship health
  • Understand account priorities at depth
  • Spot risks before renewals slip
  • Cross-sell with full account context
Pipeline visibility

Sales Leaders

Heads of sales & revenue ops who own forecast accuracy and team execution

  • Standardized account planning across the team
  • Deal risk visibility without nagging reps
  • Faster onboarding for new AEs
  • Coaching based on real deal patterns
  • Team-wide best-practice propagation
The outcomes

Measured against the only metrics that matter to a revenue org.

These are MARCO's MVP-launch targets — not vanity numbers. Every metric maps to a real promise we make to customers.

< 60sec
Pre-call brief read time
Core product promise. If prep takes longer than a minute, MARCO has failed.
3-5hrs
Saved per AE per account, per week
Primary quantified value proposition. Time recovered for selling, not researching.
5-15%
Win rate improvement over 90 days
North-star metric for enterprise sales. Driven by better positioning and sequencing.
> 80%
Of calls auto-updated in CRM
Manager visibility without rep burden. Proves the ROI to sales leadership.
> 70%
AEs use the brief before every call
Daily-habit threshold. The product becomes muscle memory, not occasional novelty.
> 40
AE NPS within first 60 days
Adoption + retention signal. Champions the deal expansion internally.
Trust & security

Enterprise-grade by design. Reviewable by default.

MARCO is built for revenue orgs that take security and data governance seriously. Every recommendation is evidence-backed and every CRM update is reviewable.

SOC 2 Type II in progress

We're following SOC 2 controls from day one — independent audit underway. Penetration testing scheduled quarterly post-GA.

Data isolation per workspace

Your account data is never co-mingled with other customers and never used to train shared foundation models. Single-tenant deployments available.

Reviewable updates

MARCO never silently writes to your CRM, calendar, or email. Every action is staged and explicit. Approve, edit, or reject — your decision, every time.

Evidence-backed recommendations

Every suggestion is traceable: see the call, the email, the CRM record, the historical pattern. No black-box advice — ever.

Granular admin controls

Per-user data access. Per-integration scopes. Full audit log of every read, write, and recommendation accepted by your team.

Zero retention by default

Source transcripts and emails aren't permanently retained. Nucleus stores derived signals — not raw recordings — unless you explicitly opt in.

SOC 2 Type II GDPR-ready CCPA SSO & SAML Encryption in transit & at rest
FAQ

Honest answers to the questions buyers actually ask.

How is MARCO different from Gong, Chorus, or Attention?
Conversation intelligence platforms (Gong, Chorus) record and summarize calls. Workflow automation tools (Attention) reduce admin time after a call. MARCO sits one layer up: it ingests data from those tools and turns it into a continuous, causal account model. Where competitors show you what happened, MARCO tells you what to do next — tied to your team's actual deal history.
Do I need to rip out my CRM?
No. MARCO connects to Salesforce or HubSpot bi-directionally on Day 1. We pull deals, contacts, history, notes, and closed-won/lost; we push call summaries, updated fields, next steps, and activity logs — all reviewable before they land. Your CRM stays the source of truth.
How long does setup take?
Data starts flowing within an hour of OAuth-ing your CRM, calendar, email, and conversation tools. Nucleus produces its first useful brief in under a day, and historical patterns surface as it ingests more of your call and deal history.
Will MARCO write things to my CRM I haven't approved?
Never by default. Every update — opportunity stage changes, activity logs, contact updates, drafted emails — is staged for review. Admins can opt in to auto-apply low-risk updates (activity logging, notes) per workspace, but high-impact fields stay review-gated.
Where does my data live? Is it used to train shared models?
Per-workspace isolation. Your data is never co-mingled with other customers' data, and is never used to train foundation models that other customers benefit from. Single-tenant deployments are available for enterprise customers with stricter requirements.
What if my team uses Outreach or Salesloft for sequences?
Outreach and Salesloft sequence sync is on the Phase 2 roadmap — bi-directional, with engagement data feeding Nucleus. In MVP, MARCO drafts follow-up emails directly to your Gmail or Outlook drafts, which most teams trigger sequences from anyway.
What does MARCO not do?
We're deliberate about scope. MARCO is not a CRM, not a dialer, not a sequence engine, and not a meeting recorder. We connect to the best tools for those jobs — Salesforce, HubSpot, Gong, Zoom, Outreach — and do the one thing they don't: turn the resulting data into causal intelligence that tells AEs what to do next.
What's coming after MVP?
Phase 2: LinkedIn Sales Navigator enrichment, Slack notifications, Outreach & Salesloft sync, mobile (iOS + Android). Phase 3: a sales-manager dashboard with coaching, multi-account pattern analysis, and a Chrome extension that surfaces briefs alongside your CRM in-browser.
Get on the early access list

Stop preparing. Start winning.

Private beta is rolling out now to mid-market and enterprise SaaS revenue teams. Tell us about your team and we'll get back within 48 hours with a founder walkthrough or beta invite — whichever fits.

Request early access

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You're on the list.
We'll be in touch within 48 hours from a founder@marco.ai address.