Your Customer Playbooks, Run by AI.
Automate outbound research, pipeline follow-ups, and renewal tracking in a single connected workspace.
DeepVista Customer Tracker
Primary workspace customer tracker for managing leads, accounts, and follow-up actions.
| Type | Title | Priority | Stage | Next action |
|---|---|---|---|---|
| Person | Maya Chen | Lead | ||
| Organization | Harborline | Active | ||
| Organization | Quilt & Co | Discovery | ||
| Person | Jonas Hale | Active | ||
| Organization | Lumenfield | Discovery | ||
| Organization | Brightwell | Active | ||
| Person | Nina Solis | Lead | ||
| Person | Owen Drake | Discovery |
From outbound to inbound, on autopilot.
Two playbooks our own team runs daily. Pick the loop you want to automate first.
A 10-day campaign that tracks its own leads
- 01Build a content library from a page, release note or tutorial you already have
- 02Schedule it into a 10-day campaign, one platform-tailored post per day
- 03Give every post a lead capture form and its own tracking link
- 04Get the day's copy in your inbox, and follow up the moment a lead comes in
Outcome-focused agents that execute, not just chat.
Customer-facing teams lose hours to context-switching, manual follow-ups and lost knowledge. DeepVista runs the follow-up and remembers the context.
- 01GTM inbox playbook21
- 02Release doc playbook12
- 03Enrollment follow-up playbook8
Automate GTM Busywork
Save successful customer operations as reusable playbooks. Launch, customize and run proven playbooks across your team.
Warm reply
8 replies running
Watch Every Step
Agents execute in real time and every action is observable. Interrupt or edit a run at any moment.
- Run — release doc workflow26m ago
- Daily planning session28m ago
- Inbound reply — Acme41m ago
Capture Customer Context
Every execution enriches your customer knowledge. People, conversations, workflows and outcomes stay connected.
Teams running on DeepVista, in numbers.
“DeepVista replaced hours of manual outreach every week while helping us reach more qualified customers.”
— Head of growth, B2B SaaS
Your playbooks, run by AI.
Join early access — we're onboarding teams in small batches so every workflow gets set up right.
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