Every rep, working every opportunity
Customer Magic plugs into the agents your reps already use, sweeps every source they touch, and ranks what each of them should do next.
- One ranked pipeline per rep
- Renewals, expansions, warm leads, new demos
- One board you can actually read
Illustrative pipeline — a ranked list of the warm relationships worth working first, each scored, sorted into the play it belongs to, and carrying the first physical step. Yours is built from your own relationships.
The problem
Your reps chase net-new while the cheapest revenue goes cold
Working the whole book properly — renewals, expansion room, quiet leads, referrals nobody asked for — is genuinely hard, multi-step knowledge work that’s important but never urgent. So it loses every day to whatever quota is on fire, and it’s scattered across so many tools you can’t even see it happening.
How it works
From a rep’s messy book to the one thing to do next
Nothing today closes the loop from scattered relationship data → a ranked pipeline of each rep’s highest-value moves → the specific first step, in their own voice. Customer Magic does — and shows every rep why at each step.
Plug into their agents
One connection over an open standard (MCP), from whatever assistant each rep already works in — or the built-in agent in the browser.
Research where they are now
A champion who left is a warm door into a brand-new logo. The engine finds where each contact landed and what they’re worth to you today.
Sort it into the six plays
Retention, expansion, reactivation, nurture, new business, advocacy — one closed account is rarely one lead, and the board separates them so a renewal at risk never sits behind cold prospecting.
Draft in the rep’s real voice
Outreach that carries the specific history and sounds like your rep — not a sequence the buyer clocks as automated in the first two lines.
Why it works
Two things — and they only matter together
A pure automation tool creates dependence and plateaus your reps. A pure enablement program creates knowledge nobody has time to apply. Customer Magic does both at once — for the whole team.
It does the work — not another dashboard to feed
Most tools tell a rep what they should be doing and leave the labor to them. Customer Magic surfaces the account, the reason it matters right now, and the drafted message — the whole chain, ready to send, not a nagging reminder.
It levels up the whole team
Fifteen years of growth judgment built into the engine and made visible — guiding each move in the highest-win order and explaining the why behind it. A new rep works the warm base like your best one. Ramp faster; raise the floor.
Who it's for
Built for the head of sales running a 5–6 person team
You own a number and a small team you know by name. Your reps have years of relationships smeared across CRM, Stripe, inbox, and LinkedIn — and no time to mine them. You want consistent, high-quality outreach from everyone, not just your top performer.
- You run a team of 5–6 reps and own the number — every point of productivity per rep compounds.
- Your book is a real goldmine — renewals, expansion room, and hundreds of closed-won, closed-lost and dormant accounts nobody works systematically.
- You want every rep sending personal, on-history outreach — not templates the buyer deletes on sight.
- You want new reps operating with your best rep's judgment in weeks, not quarters.
The governing principle
Automate the labor.
Protect the understanding.
Pricing
One price per seat. Start free for a week.
Every rep’s book, back to work
Create your workspace and give each rep a ranked pipeline with the next move drafted on every opportunity — starting today.