AI sales assistant for the enterprise · Summer 2026 GA
Reps sell.
Rlly does everything else.
An AI sales assistant that drives the tools you already have. Real-time agents source leads, warm prospects, prep every call, and handle the post-call work. In-call coaching cards pull from your playbook, tuned by your RevOps — with MEDDIC, MEDDPICC, BANT, SPIN, and Challenger built in. Every call is queryable from Claude, Copilot, and ChatGPT. Your reps get back to doing what they were hired for. Selling.
This is what a working day looks like with Rlly on the team. Leads sourced. Prospects warmed up. Calls prepped. Real-time in-call coaching cards — perfect for Inside Sales, new hires, and veterans on a tough call. Post-call work handled. You stay on the phone, pushing deals forward.
06:00RLLY · OVERNIGHT
New leads sourced. Warmed up while you slept.
Rlly pulled 34 fresh ICP-matched accounts from ZoomInfo overnight, invited the contacts to join your company LinkedIn newsletter and your Discord community, and queued the ones who engaged for your review. Eight of them opened your latest blog post before 7am. Those are your first calls today.
9 hr 12 min · 4 agents · 0 errors · queued for your review
34
ICP accounts
126
LinkedIn invites
8
Blog opens · 7am
12
Discord joins
Activity feed
last 9 hours
A
Apollo agent · source
Sourced 34 ICP-matched accounts. Filtered by 250–1k FTE, Series B+, RevOps headcount ≥ 3.
22:14
L
LinkedIn agent · outreach
Sent 126 newsletter invites with personalised opener. 43 accepted.
23:02
D
Discord agent · community
Welcomed 12 new members. Pinged 3 about your launch thread.
02:47
S
Signals agent · intent
8 prospects opened your latest blog post before 7am. Queued as your first calls today.
06:58
08:47RLLY
Your day is already prepped.
You haven't opened your laptop yet. Rlly has pulled the day's six calls from HubSpot, read every prior transcript, researched each prospect, and built a two-paragraph brief for each meeting. Rlly uncovered your prospect has a new VP Sales since your last call. You know before they tell you.
Today’s vibe: polite persistence and suspiciously strong coffee.
Linka · IntroDana Kim · sourced overnight by Apollo agent
Prepped
16:3020 min
Polestar · CloseWes Tao · contract sent yesterday
Prepped
Ask anything...
Auto
09:00REP
Discovery call with your prospect.
You join the call — Zoom, Teams, Meet, anything on macOS or Windows (mobile Summer '26). Rlly is already listening. Your prep brief sits in the corner of your screen. You ask better questions because you already know what they care about. This is the part you were hired for.
09:14RLLY
Objection detected. Rebuttal on screen in 400ms.
Prospect says "procurement will need risk controls." Before your brain catches up, Rlly surfaces the exact rebuttal that closed two similar deals last quarter. You read it. You adapt it. You sound prepared.
Live rebuttals<500ms latencyMEDDIC tracking
MC
Maria Chen
JL
Jordan Liu · VP Sales
RP
Rachel Park · Procurement
A
You
14:22
Rlly Max
Transcript
Maria Chen 14:19
We like the coaching layer, but procurement is going to ask how you fit into the rest of our stack.
You 14:20
Totally fair. We usually map the current workflow first, then show exactly what gets replaced versus what stays.
Rachel Park 14:21
We'd need to loop in procurement before we could commit to that.
Jordan Liu 14:22
If you have a mutual close plan or a security-ready version of the rollout, that would help us move faster.
Cards
Stage Blueprint: Proposal
Current stage: Proposal. Keep advancing with a clear next question, anchor on a mutual close plan, and route security review as a parallel workstream.
PinnedNot helpfullive
Procurement gate → redirect to mutual close plan
Acknowledge the gate, then offer a one-page mutual close plan Jordan can forward. Worked on 3 of 3 last enterprise deals and cut 11 days from review cycles.
MEDDIC · ProcessAcquell · Apr 22312ms
Next best move
Offer Friday at 2pm PT for a mutual close plan walkthrough with Jordan and procurement. Keep the rollout narrative tied to consolidation and policy control.
PinNot helpful14:22
Recording · 14:22
09:32REP
Call ends. You close the tab.
No recap to write. No follow-up email to draft. No Salesforce stage to update. No LinkedIn invite to queue. You go refill your coffee.
09:33RLLY
Agents help you close the loop.
Rlly updates the HubSpot stage, logs the MEDDIC signals, drafts the recap email with the case study your playbook calls for, queues a LinkedIn invite to the new VP Sales, and schedules the procurement follow-up for Tuesday. Every action is policy-checked, signed, and reversible. Your manager can see all of it. You review and hit send.
Recap that call, draft the follow-up email, and queue a LinkedIn invite to Jordan Liu (their new VP Sales).
Recap agent · 0.7s
Discovery with Maria Chen. BANT confirmed, MEDDIC moved to 7/8 (Champion strengthened, Process gap = procurement gate). Identified next step: 30-min mutual close plan review with Jordan Liu by Friday.
Email agent · drafted
✉Follow-up to Maria — ready to send
2 min read
Hi Maria,
Thanks for the candid view on the procurement timeline. As promised, here's the one-pager
mutual close plan tailored to TopCloud — it's the same shape that helped Acquell get
through their security review in 11 days last quarter.
Happy to walk Jordan through it Friday at 2pm PT?
— Alex
SendEditSave draft
LinkedIn agent · queued for review
inConnect with Jordan Liu — VP Sales, TopCloud
Needs approval
"Hi Jordan — Maria mentioned you joined from Snowflake. We helped your old team consolidate three coaching tools — happy to share notes any time."
Approve & sendEdit message
Ask anything about this call…
10:00 – 16:00REP
More calls. Same flow.
You hit eight calls today instead of the usual six, because you stopped losing 20 minutes between each one to admin. Pipeline moved. Quota attainment is ahead of last week.
16:30MANAGER
Your Sales Leader opens one dashboard.
They see MEDDIC coverage on every rep, flag the two calls where talk ratio exceeded 60%, and queue three coaching moments for Friday — all in four minutes. They never opened a call recording. They didn't need to. Rlly already surfaced what mattered.
Calls reviewed428 above last week, with all reps covered.
Moments queued179 ready for Friday 1:1s, 3 routed to the team library.
Average MEDDIC5.8Champion and decision criteria are still the weakest fields.
Deals at risk4Two need procurement support and two need next-step clarity.
MEDDIC coverage by rep
avg across all open deals
AS
Alex Seller
On track
Strong discovery hygiene and clean next-step setting across active enterprise deals.
MEDDIC coverage7.0 / 8
Next coaching focusEconomic buyer depth
JR
Jenna Ruiz
Champion gap
Process is consistent, but multi-threading remains thin once deals enter proposal.
MEDDIC coverage5.0 / 8
Next coaching focusChampion mapping
DK
Dan Khan
Solid
Consistent qualification with room to tighten mutual close plans on mid-market deals.
MEDDIC coverage6.0 / 8
Next coaching focusDecision process clarity
PS
Priya Shah
At risk
Several calls moved fast, but pricing pressure and buyer alignment slipped late.
MEDDIC coverage3.0 / 8
Next coaching focusPricing objection control
Coaching queue
queued for 1:1s
!
Priya · Acquell · 13:00
Talk-ratio hit 78% and the pricing objection went unanswered while the CFO stayed silent for 90 seconds.
Coach on discount-anchor framing and a tighter pause after pricing pushback.
HighFriday 1:1
⌃
Jenna · Beacon · 11:00
No champion showed up across the last three calls, even though technical validation is moving forward.
Queue the TopCloud champion-mapping playbook and rehearse a direct internal-sponsor ask.
MediumNeeds follow-up
★
Alex · TopCloud · 09:00
Handled a procurement objection cleanly, recovered the deal path, and secured a concrete next step.
Promote this clip to the team library as a model recovery sequence.
WinLibrary clip
17:00RLLY
Tomorrow is already prepped.
Apollo leads sourced, outreach queued for your review in the morning, tomorrow's briefs drafted. You close your laptop at 5:00pm. For the first time in this job, you have time for one more call tomorrow — and the one after that.
"Rlly gave me back enough time to book one more sales call a day, every day."
One system. Five steps. Your rep stays in control.
Rlly closes the loop from first touch to CRM update. Every step is policy-checked, logged, and runs in supervised or autonomous mode — you pick per action type.
01 — SOURCE
Lead sourcing
Pull ICP-matched leads from Apollo, ZoomInfo, and Seamless. Rlly scores and queues them.
ApolloZoomInfoSeamlessLinkedIn
02 — CONNECT
Personalized outreach
Queue LinkedIn invites, Slack nudges, and warm intros with rep-approved copy.
LinkedInRedditSlackDiscord
03 — SCHEDULE
Book the meeting
Auto-book discovery and follow-ups. Sync to CRM and calendar in one flow.
SalesforceHubSpotMS D365Google
04 — COACH
Real-time coaching
In-call coaching cards under 500ms. Objection rebuttals, MEDDIC gaps, and competitor comparisons — right when the rep needs them.
One screen for call quality, methodology compliance, coaching coverage, and what's actually working across your team. Live feed flags coachable moments as they happen. And when it's time to refine the playbook, Sales Leaders and RevOps can MCP into Claude and ask questions across every call the team has ever run.
→ Methodology compliance per rep, per call, per week
→ RevOps analysis via MCP — ask Claude what's working across your pipeline
→ Refine the playbook with data, not hunches
→ Audit log of every agent action — signed, policy-checked
◼ MANAGER · Q1 TEAM● LIVE
REP
CALLS
MEDDIC
TALK/LISTEN
RISK
Amanda L.
18
92%
46/54
LOW
Devon B.
16
76%
59/41
MED
Priya S.
21
90%
48/52
LOW
Nicholas H.
12
64%
63/37
HIGH
Sofia A.
17
86%
47/53
LOW
Tyler C.
15
78%
55/45
MED
Claire M.
20
91%
49/51
LOW
[04] Enterprise trust
A sales agent built for the enterprise, not around it.
Every Rlly agent action — email send, CRM write, LinkedIn invite — passes through a policy check and a signed audit log. You decide what auto-runs, what needs approval, and what's blocked. And when you outgrow multi-tenant, run the whole stack in your own Azure.
◈
Signed audit log
Every agent action is cryptographically signed and logged. Tamper-evident. Exportable. Regulator-friendly. Know exactly what the agent did and why.
⚙
Supervised mode
Per-action risk tiering. Auto-run low risk, review medium, block high. Your RevOps team writes the policy — Rlly enforces it.
⌂
Self-host in Azure
Rlly Max runs inside your own Azure tenant. Your data, your SSO, inside your compliance perimeter. Route LLM calls to Azure OpenAI or bring your own model.
⇌
Reversible actions
Every auto-sent email, CRM write, and connection request is logged with a one-click rollback. Agents that can undo are agents you can trust.
[05] Competitive landscape
They each own a piece. Rlly owns the loop.
Gong records what happened. Clari forecasts what's next. Outreach sequences. Cluely assists. Rlly runs the full cycle — with policy governance and a signed audit log none of them offer.
CAPABILITY
GONG
CLARI
OUTREACH
CLUELY
RLLY
Real-time in-call prompts
partial
✓
✓
✓
✓
Post-call analytics
✓
✓
✓
✓
✓
CRM auto-sync
✓
✓
✓
✓
✓
Email sequences
✓
—
✓
✓
✓
LinkedIn / social outreach
—
—
partial
—
✓
Lead sourcing (Apollo / ZI)
—
—
partial
—
✓
Agent governance & policy
—
—
—
—
✓
Self-host in your Azure tenant
—
—
—
—
✓
MCP-native (agent exportable)
✓
—
—
—
✓
Competitor positions as of April 2026, based on public product documentation and vendor marketing. "Partial" indicates scope-limited capability — available only in a separately-licensed add-on (e.g., Gong Assist) or restricted to one surface like email but not LinkedIn.
[06] ROI calculator
5+ hours a week spent on admin, follow-ups, and research. Per rep.
25
$180k
7 hrs
Annual productivity recovered
$1.96M
Hours recovered / year9,100
Selling capacity added+4.4 reps
Rlly Pro cost (25 reps)$44,700
Annual return on investment (ROI)$1.92M
Sources: Salesforce State of Sales, 6th Edition (2024); HubSpot 2024 Sales Trends Report; ZoomInfo (2024). Assumes Rlly recovers ~80% of lost hours through agent automation across sourcing, prep, post-call execution, and CRM sync. ROI = annual productivity recovered minus Rlly Pro subscription cost.
[07] Drop-in, not rip-and-replace
Keep your CRM. Double what your reps get out of it.
Rlly drops into the CRM you already run. No migration, no data model rebuild. Your reps feel supported 24/7 — before the call, during the call, and after — and your CRM stays the system of record.
Connect Rlly to Salesforce, HubSpot, Dynamics, or SAP in under an hour. Rlly reads your deal context, respects your field structure, and writes back through the official APIs — so admins keep the controls they already trust.
One-click install from the marketplace your procurement team already trusts. No new vendor paperwork, no new billing relationship — just Rlly, running inside the tools you've already approved.
◈ Salesforce
AppExchange listing
Native Sales Cloud integration. Install and deploy from your existing SFDC instance. One-click for Sales Cloud, Service Cloud, and Revenue Cloud customers.
● Listing Summer 2026
◈ HubSpot
App Marketplace listing
Full HubSpot CRM deep integration with deal stages, engagement, and task writes. One-click install for Sales Hub customers.
● Listing Summer 2026
◈ Microsoft
Azure Marketplace listing
Transact on your Azure consumption contract. Self-hosted Rlly Max deploys into your own tenant with Confidential Ledger and Confidential Computing.
● Listing Summer 2026
[10] Frequently asked
Questions we get asked.
How is Rlly different from Gong or Clari?
Gong is a revenue intelligence platform — primarily post-call analytics, with real-time coaching available as a separately-licensed add-on (Gong Assist). Clari Copilot covers recording, real-time battle cards, and feeds into Clari's forecasting platform. Both are excellent at what they do — but neither runs the full loop from lead sourcing through post-call agent execution with policy-governed writes to your CRM, and neither offers a self-host option in your own Azure tenant. Rlly is the only platform where one system sources, connects, schedules, coaches, and executes — and every agent action passes through a cryptographically-signed policy check.
How does Rlly compare to Cluely?
Cluely started as an "undetectable" interview assist tool and pivoted toward sales. Rlly is built the opposite way — for transparent, governed enterprise deployment. We don't hide from screen-share, we don't encourage consent-gray-area recording, and we ship with SSO, SCIM, audit logs, and an optional self-host mode. Rlly Notes covers Cluely's live-coaching use case with a materially stronger security posture; Pro and Max go far beyond it into full pre-call, post-call, and manager workflows.
How does Rlly govern what agents can do?
Every agent action — CRM writes, emails, LinkedIn invites, any external send — is validated against a policy you define and then written to a cryptographically-signed audit log. You pick per-action risk tiers (auto-run, review, block) and scope them by team, deal size, or channel. If the model tries to do something your policy doesn't allow, the action never fires. If it does fire, you have a tamper-evident record of why.
Can I host Rlly in my own Azure tenant?
Yes. Rlly Max deploys into your Azure subscription via Marketplace. Your transcripts, your embeddings, your audit logs never leave your tenant. You can route LLM calls to Azure OpenAI or any other model you have access to. SOC 2 Type I audit is scheduled H2 2026, with Type II following. Custom data residency available on Rlly Max.
Which CRMs does Rlly integrate with?
Salesforce, HubSpot, Microsoft Dynamics 365, and SAP (Max tier). We're listing on Salesforce AppExchange and HubSpot App Marketplace in Summer 2026, which gives admins one-click install and native object mapping. Generic CRMs are supported via our REST API and webhooks.
Does Rlly replace my existing sales stack?
It can, but it doesn't have to. Teams can run Rlly alongside Gong (for recording libraries) and Outreach (for cadences) during the first quarter, then consolidate as Rlly picks up more of the loop. Because Rlly is MCP-native, call context stays portable — you're never locked in.
What's the latency on in-call coaching?
Under 500ms from utterance to prompt on-screen, measured in our internal benchmarks. We achieve this with a hybrid architecture that runs detection models at the edge and only round-trips to the LLM when needed. Published GA benchmarks will land with Summer 2026 launch.
Is every call recording consented?
Yes. Rlly integrates with your existing consent flow (Zoom notice, disclosure in calendar invite, or custom opt-in UI) and will not record a participant who hasn't been properly disclosed to. Consent logs are part of the audit trail.
[11] Go deeper
Four more pages worth a closer look.
The home page is the fast tour. These pages are where the diligence happens — security architecture, MCP developer story, the founder's note on why Rlly exists, and the humans behind it.
Tell us how many hours a week your reps spend outside of sales calls. We'll walk you through a live Rlly demo, run the ROI calculator on your team, and if it feels like a fit — invite you to our design partner program.