MetaSales is a sales brain that runs inside your AI chat. It started as the brain we built for OSI Global and grew into a product any company can connect. Every client gets its own isolated knowledge base. Nothing about one company is ever visible to another.
What it does
It learns your company first. Point it at your website. It reads the pages and builds the documents every sales step relies on: company profile, offering, ideal customer, value propositions, voice, competitors, references and how you qualify a lead. You review them once. From then on every tool works from that knowledge, not from guesses.
Outreach, from research to CRM.
- Research. Claude checks the prospect against your own qualification rules, using your CRM, the company website and LinkedIn. You get a dossier with a clear fit verdict.
- Draft. The first email is written in your voice from a real fact about the prospect, never a guessed problem. Follow ups and LinkedIn messages come with it.
- Validate. A hard check against your own email rules: length, banned phrases, sign off. An email that fails is never passed on.
- Save. The approved draft lands on the prospect's record in Pipedrive, and Claude offers to create the lead. Nothing is written until every piece passes.
Sales meeting and call analysis. After a sales or discovery call, Claude pulls the recorded transcript and scores the call against a clear scorecard: talk ratio, whether it opened with the client's pain, whether the pain got real numbers, next steps. Every point is backed by a timestamp from the call. The feedback is honest, so the next call gets better.
Tech stack
- Claude as the client
- metamcp-core, our shared MCP foundation (auth, licensing, tenant isolation)
- MetaPipe as the single writer to Pipedrive
- Fathom for call recordings and transcripts
Recently touched
- 2026-09-09 Knowledge slots are published as resources only — add the playbook tool so the model can pull them on any client Done
- 2026-07-07 save_outreach — persist a validated outreach draft to Pipedrive via metapipe + lead creation Done
- 2026-06-24 Tenant-agnostic prospect research + cold-email tools Done
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