Internal Tool

Envoy

Every deal, every stage, always forward.

Explore Features

Screenshots

See It in Action

Envoy Deals Kanban

Deals Kanban — drag-and-drop pipeline board with stage probabilities, deal health badges, and per-column totals

Envoy Deals Kanban
Deals
Accounts
Accounts
Forecast
Forecast
Commissions
Commissions

Features

The Deal-First CRM

Envoy treats opportunities as the primary object — not contacts, not accounts. Contacts come from Tribe. Conversations come from Courier and Cadence. Envoy is where deal-motion lives and forecast decisions get made.

ReplacesSalesforce Sales Cloud, HubSpot CRM

Pipelines

Any Number, Any Shape

  • Multi-Pipeline by Design

    New business, renewals, expansion, services — each with its own stages, probabilities, and forecast logic. No bolted-on record types, no workarounds.

  • Drag-and-Drop Kanban

    Stage-to-stage moves are one gesture. Stage probability updates the weighted forecast immediately. Rot thresholds flag deals that sit too long.

  • Stage Automation Hooks

    Per-stage entry/exit criteria and automation rules. Trigger sequences, task assignments, or Docket tickets when a deal advances or rots.

  • Territories & Ownership

    Territory rules map accounts to reps automatically. Re-assign in bulk when coverage changes. Every deal inherits an owner.

AI

Not a Bolt-On — Woven Through

  • Deal Health Scoring

    A score per deal that combines stage, age, engagement recency, and contact coverage. Drives the "deals needing attention" queue on the morning dashboard.

  • Risk Flags

    Automated flags for ghosting, missing economic buyer, stalled renewal, and stage regression. Each flag links to the evidence that fired it.

  • AI Forecast Uplift

    Weighted-pipeline math gets an AI uplift based on historical close rates and deal-velocity signatures. Commit / best-case / AI bands shown side-by-side.

  • Next-Best-Action

    Per-deal suggestion based on the deal's current state. "Re-engage champion," "Confirm procurement timeline," "Send reference case study." One click to act.

Fleet Integration

Everything Connected, Nothing Duplicated

  • Tribe for Contacts

    Accounts and contacts are projections over Tribe's profile store. Mackay 66 insights show up inline on the deal card. No contact duplication, ever.

  • Courier & Cadence Activity

    Email threads and meeting history stream in from Courier and Cadence. The deal timeline is populated without anyone logging anything.

  • Trellis for Money Motion

    Won deals generate quotes and invoices in Trellis. Payment status feeds back into deal health. Renewal risk shows when invoices age.

  • Slate, Docket, Codex

    Top-3 deals-needing-attention land in Slate each morning. Product blockers surface from Docket on the deal card. Sales plays render from Codex by stage.

Operations

From First Touch to Paid

  • Quoting & Line Items

    Versioned quotes with line items, discounts, and recurring components. Quote events (sent, viewed, signed) logged on the deal timeline.

  • Sequences

    Multi-step nurture and breakup sequences with per-step timing. Enrollment paused automatically when a lead replies. Herald powers the sends.

  • Commissions

    Plans, quotas, accruals, and payout statements. Rep-level attainment with deal-level drilldown. No spreadsheet reconciliation at end of quarter.

  • Reports & Saved Views

    Every list is saveable. Every saved view is shareable. Every report is queryable by Claude through the MCP surface.

Accessibility

Built for Everyone

  • WCAG 2.1 AA Compliance

    4.5:1 contrast for body text, 3:1 for large text and UI components, in both light and dark themes.

  • Keyboard Navigation

    Every interaction reachable via keyboard. Logical tab order, visible focus indicators, Escape-to-dismiss for modals.

  • Screen Reader Support

    VoiceOver, NVDA, and JAWS tested. Semantic HTML, ARIA labels, live regions for dynamic updates.

  • Reduced Motion

    Respects prefers-reduced-motion. Usable at 200% zoom. Touch targets meet 44x44 minimum.

How It Works

From First Touch to Close

  1. Step 1: Capture

    Lead lands from Beacon, an inbound email via Courier, a meeting booked through Cadence, or a manual add. Tribe holds the contact; Envoy holds the opportunity.

  2. Step 2: Qualify

    Discovery call notes, activity streaming, health score trending up. Stage advances when entry criteria match. Risk flags if contact coverage gaps.

  3. Step 3: Propose

    Quote generated in Envoy, sent through Herald. Viewing events tracked. Deal health updates from engagement signals.

  4. Step 4: Close

    Won → Trellis invoice + Narrative case study draft. Lost → Herald win-back sequence auto-enrolls. Commission accrues. Forecast recalculates.

Technical Specifications

Under the Hood

  • Backend

    • FastAPI (Python 3.12+)
    • PostgreSQL + SQLAlchemy 2.0 async
    • Celery + Valkey for workers
    • Alembic migrations
    • 12-phase domain model (deals → commissions)

  • Frontend

    • React 19 + TypeScript
    • Vite build system
    • @avian/design-system + app-shell
    • Drag-and-drop kanban (native HTML5)
    • Light and dark mode

  • Real-Time

    • WebSocket live updates on deal changes
    • Fan-out to owner + watchers
    • Activity stream push from Courier / Cadence
    • Rot-threshold evaluation via Celery Beat

  • AI

    • Deal health + NBA via Mercury 2
    • Risk-flag detection (pattern library)
    • Anthropic Claude fallback
    • MCP-native — every operation exposed to agents

Development

100% Built by Claude

Every tool in the Renkara fleet was built by Claude (Anthropic) working alongside a single human supervisor. Every line of code, every test, every deployment: AI-authored with human direction. The leverage factor across the fleet runs in the 20x–50x range, with individual sessions regularly exceeding 100x.

See the daily leverage records for per-task numbers across the full build history.