A morning brief
One message per seller, every morning: accounts that changed, today's meetings with prep attached, the next actions in order, and anything waiting on a confirm.
Sales AI · outside the CRM · Salesforce, HubSpot or Microsoft Dynamics
A Sales AI harness that lives outside your CRM.
One assistant per seller that knows their accounts and works inside the chat, email and CRM they already use. Your company owns what it can see, do, remember and spend. The AI vendor is a supplier, not the platform.
What sellers get
Outputs, not a chat window.
Sellers never write a prompt. Every job starts from a trigger: the calendar, a call ending, a reply arriving, a time of day, or a change in the data. The seller gets a card and taps confirm, dismiss, or types one plain sentence.
Pre-call prep
Before a meeting with an outside attendee: the account summary, open items, last touches and the one thing to ask. It arrives; nobody has to request it.
Post-call proposals
After the call: proposed notes, field updates and tasks, each with the evidence beside it. The seller confirms or dismisses each one.
CRM updates with a diff
The proposed value, the current value and the evidence, side by side. Nothing is written until the seller confirms, and the write goes through the seller's own login.
Account change alerts
When usage or activity on an account moves, the brief says so and proposes a task. Up suggests an expansion play; down suggests a risk play.
Drafts outside any system
Call decks and account pages, built from that account's data only, saved as drafts under the seller's own name. The assistant never sends them.
How it is built
Six rules, and your team keeps them.
The same rules we use for AI-written Salesforce code, applied to an assistant that runs every day.
- It lives outside the CRMThe harness is a service your company hosts. The CRM, the inbox and the chat tool are surfaces it talks to. Change any of them and the assistant stays.
- Reads first. Writes on confirm.Reads are read-only, under each seller's own permissions. Every write shows the change and its evidence, waits for a person's confirm, then is logged. Confirm is a button a person presses, never something the AI can do itself.
- The memory is yoursWhat the assistant knows about an account lives in your harness, not in an AI vendor's product. Change vendor and keep the memory.
- Every skill is a file with testsEach job is a short file that states what it may read and write, plus tests. Two independent reviewers check the exact file before it is turned on. The tool that wrote it never approves it.
- A spend cap per sellerChecked before every model call, on the flat plans your company already holds. No metered key, no surprise bill.
- It never grades peopleThe assistant does not score, rank or evaluate sellers. It works on accounts and deals.
The second brain
Train one agent. They all learn.
Everything your assistants know lives in one place your company owns: the facts about your accounts, your rules, how you want things written, and the skills themselves. Every agent reads from that one brain. Teach it once and nobody has to teach it again.
What that looks like
A seller tells the morning-brief agent: “That account’s fiscal year starts in July, not January.”
The fact is written into the shared memory under that account. The next pre-call prep, the next post-call proposal and the next renewal alert all use July. No one repeats it.
- One memory, many agentsThe morning brief, the pre-call prep, the post-call proposals and the alerts are different jobs, but they read and write the same store. There is no second copy to drift.
- A correction becomes a fact or a ruleWhen a person corrects an agent, the correction is saved as a plain fact (confirmed by that person) or as a rule change to a skill file (checked by two reviewers before it is turned on). Either way, every agent picks it up.
- It stays yoursThe brain lives in the harness your company hosts, as plain files and a database you can open and export. Change AI vendor and keep every fact and every rule.
- It forgets on commandDelete a fact and it is gone from every agent at once, because there was only ever one copy. The log says who removed it and when.
Integrates with anything
Your tools stay. The harness connects to them.
Sellers keep working in the chat, mail, docs and CRM they already use. The harness reads from these through their public APIs and files, and proposes writes back into them.
These are tools we connect to through their public APIs and files. StratoForce has no partnerships with any of them; names belong to their owners.
CRM
- Salesforce
- HubSpot
- Microsoft Dynamics 365
- Pipedrive
- Zoho CRM
- Close
Chat
- Slack
- Microsoft Teams
- Discord
- Google Chat
- Telegram
Email & Calendar
- Gmail
- Outlook
- Google Calendar
- Outlook Calendar
- Calendly
- Zoom
- Google Meet
Docs & Notes
- Notion
- Obsidian
- Google Docs
- Confluence
- OneNote
- Evernote
- Coda
Project & Tickets
- Jira
- Linear
- Asana
- Trello
- ClickUp
- ServiceNow
- Monday.com
- Basecamp
Files & Storage
- Google Drive
- Dropbox
- Box
- OneDrive
- SharePoint
- Amazon S3
Finance & Billing
- Stripe
- QuickBooks
- Xero
- Ramp
- Brex
- Chargebee
Support
- Zendesk
- Intercom
- Freshdesk
- Help Scout
- Front
Marketing
- Mailchimp
- Customer.io
- Klaviyo
- Brevo
- ActiveCampaign
- Marketo
Data & Analytics
- Snowflake
- BigQuery
- PostgreSQL
- MySQL
- Google Sheets
- Airtable
- Looker
- Metabase
Dev & DevOps
- GitHub
- GitLab
- Bitbucket
- Vercel
- AWS
- Microsoft Azure
- Google Cloud
- Docker
- Sentry
Commerce
- Shopify
- WooCommerce
- BigCommerce
- Square
HR
- Workday
- BambooHR
- Gusto
- Rippling
- Greenhouse
Custom
Anything with an API, a webhook or a folder
If a tool has a public API, sends webhooks, exports a file, or just saves into a folder your company can read, the harness can read from it and propose writes to it. We add it as one more connector; the skills and the memory stay the same.
The Confirm button. Reads are read-only, under each person's own permissions in that tool. A write to any of them shows the change and its evidence, then waits for a person to press Confirm. There is no setting that turns this off.
Which CRM
Salesforce first. The CRM is a connector, not the foundation.
We built against Salesforce first because that is where we have the most hours. In the harness the CRM is one connector among several, so the same design applies to HubSpot or Microsoft Dynamics. Tell us which one you run.
How an engagement works
We set it up. We hand it back. That is the whole model.
Look
The audit: a read-only look at your repo and one sandbox, and a written playbook within 48 hours. If you would rather talk first, twenty minutes on a call, free.
Setup
Ten business days, remote, at one fixed price. The gate, the two-reviewer pipeline, the shared memory and rules, and the per-person budgets, installed in your accounts on your AI plans.
Handoff
Your team is trained and gets the keys. Nothing runs through StratoForce afterwards. You own every file, prompt, skill and memory, and we confirm our copy is deleted, in writing.
Advice, when you want it
One session at a time, 45 minutes, $199, booked when you need it. No retainer and no minimum. Most teams do not need it.
Where it stands
Built once. Not boxed.
We designed and built the reference version of this harness for the sales organisation of an enterprise software company: the operating plan, the skill files, the review gate and the install plan.
It is not a boxed product. The first outside customers get it as a build with us, on their own systems, with their own people pressing go.
- Same rule, in production. A Salesforce team at an enterprise software company went from a 31-slide concept deck to production code in 38 days this way, through the same gate that is on the playbook page.
- Independent. Not affiliated with any CRM or AI vendor. We never resell AI usage.
- No logos, quotes or made-up numbers. When a customer agrees to be named, their words go here.
Questions
Straight answers.
Does this replace the AI built into our CRM?
No. Keep it if you have it. The harness sits outside, owns the memory and the confirm rule, and can call the CRM's own AI as one more tool.
Do sellers need to learn prompting?
No. Everything starts from a trigger and ends in a card with a confirm button. A seller who wants to can type one plain sentence.
Can the AI update our CRM on its own?
No. Every write waits for a seller's confirm and goes through that seller's own login. There is no setting that turns this off.
Where does our data go?
Reads stay inside your systems' own permissions. The harness your company hosts is the only thing between your systems and the AI model, and the model is called on your company's own plan with that vendor. We never resell AI usage.
Which AI vendor does it use?
Your choice. Each job is routed to a model lane you pick. Change the lane without changing the skills.
Does it score our reps?
No. That is a design rule, written into every skill's manifest and checked in review.
What if we need help later?
Book an advice session: 45 minutes, $199, paid once. If what you want is bigger, it is another fixed-price setup with its own written price. There is no retainer to be on.
Do you host anything for us?
No. Everything runs in your own accounts, on your own AI plans. At handoff you own every file, prompt, skill and memory, and we keep no copy. We confirm that in writing.
Start with the audit, or ask about the harness.
The harness is a build with us, on your systems, with your people pressing go. The audit is the cheaper way to see how we work first.