The CRM built to close deals, not just track them.
The Strategic Execution layer for high-performing teams of 20 or less. We built the tool we couldn't find: a CRM that prioritizes closing over data entry, without the $200k enterprise price tag.
The CRM "Swivel-Chair" is Dead.
The Legacy Reality
Small teams are often forced into 'Order Entry' CRMs designed for database administrators, not sellers. You end up with a linear tracking tool that manages activity recency just to 'call the ball,' instead of a platform that drives revenue. You shouldn't need a $200k budget to access enterprise-grade intent and proposal tools.
The Constellation Evolution
We built Constellation because we needed an execution layer, not a filing cabinet. We unified Cognito intent data, automated outreach, and professional proposal engines into a single, affordable stack. It's the full enterprise power-set, built specifically for small orgs that need to punch above their weight class.
"Stop forcing your reps to be database administrators. Give them an AI-accelerated workflow that respects their time and focuses their intent."
Cognito Intelligence
Signal over Noise. Precision Outreach.
Stop paying for standalone intent platforms. Cognito brings enterprise-level buying signals directly into your workflow, letting a team of 5 perform like a team of 50.
The Magic: With one click, Constellation's Edge AI drafts hyper-personalized outreach based on the news, routes it to the most relevant contact, and queues it up in your email client. See the signal, review the draft, and send, all in under 30 seconds.
Enterprise Proposal & IRR Engine
Drag-and-Drop Deal Making.
Moving from your CRM to a clunky Word document to build a proposal kills your momentum. Constellation features a native, drag-and-drop Enterprise Proposal Builder linked directly to your Account records.
The Magic: Assemble multi-site project scopes, inject stock technical PDFs (like DIA or NOC Monitoring specs), and run the numbers through our integrated IRR Calculator to generate a client-ready, stress-tested package without ever leaving the platform.
AI Sequence Generator
Multi-Touch Campaigns on Autopilot.
Writing cold outreach cadences from scratch is a massive time sink. Constellation's AI Sequence Generator builds your strategy for you.
The Magic: Tell the AI your end goal, your target persona, and your ideal timeline. Constellation instantly generates a complete, multi-channel sequence (Email, Call, LinkedIn Tasks). Bulk-enroll your contacts, and watch your pipeline multiply.
The Action Center
Prioritize what moves the needle.
Stop digging through lists and running complex reports just to figure out who to call. The Action Center synthesizes your overdue tasks, active sequence steps, and priority Cognito alerts into a single, focused execution screen.
The Magic: Start your morning with a RAG-powered AI briefing that analyzes your entire portfolio and serves up a prioritized list of your exact next actions. Know what matters before you even finish your coffee.
Pipeline & Forecasting
Pipeline You Can Actually Trust.
Finally, a pipeline view that works the way reps sell and managers forecast. Toggle instantly between data-rich list views and drag-and-drop Kanban boards.
The Magic: Flip a deal card over to prep your meeting notes. Exclude renewals with a single toggle to keep your net-new MRR metrics pure. Update stages, close dates, and commit status without ever opening a separate tab.
Strategic Account Recon
Deep account awareness, unified.
Enterprise deals require deep account knowledge. Constellation brings the entire account ecosystem into one view: logged activities, active proposals, pipeline, and dynamic Organizational Charts.
The Magic: Click the AI Briefing button to instantly synthesize months of scattered activities into a clean "next-steps" summary, giving you total situational awareness before dialing.
AI Social Hub
Thought Leadership on Autopilot.
Staying top-of-mind on LinkedIn is critical for social selling, but hunting for relevant content takes too much time. The Social Hub curates industry-specific intent articles directly into your CRM.
The Magic: Find an article your prospects care about, click "Prepare Post," and watch Constellation's AI draft a highly engaging, professional LinkedIn post summarizing the article. Copy, post, and get back to selling.
High-Velocity Campaigns
Turn Strategy into Execution.
When marketing drops a new list of targets, you need to execute fast. The Campaigns module lets you run guided call blitzes and targeted email blasts without losing your place.
The Magic: Load your targeted list, pull up your pre-built messaging templates, and dial. Constellation presents the contact data, your script, and one-click activity logging all on the same screen. Unstoppable momentum.
Intelligent Contact Management
Know Exactly Who Holds the Keys.
A name and an email address won't close an enterprise deal. You need to map the entire buying committee. Constellation's Contact Hub tracks reporting structures, organic vs. sourced origins, and complete interaction histories.
The Magic: Instantly see every active sequence step, logged call, and associated deal for a contact in one unified profile. Plus, with direct hooks into ZoomInfo, enrich missing direct dials and titles without ever leaving the platform.
The Three Pillars of Strategic Execution
Clarity Over Chaos
Actionable Intelligence.
Start every day knowing exactly what matters. Constellation's Action Center uses RAG-powered AI to analyze your tasks, active sequence steps, and new Cognito alerts, serving up a prioritized list of your exact next actions.
Automate the Annoying Stuff
Never Drop a Ball
Execution over Entry: Move past 'calling the ball' on activity recency. Constellation focuses on what happens during the touchpoint, not just when it happened.
Intelligence is Your Superpower
Seamless Workflow Evolution.
Never stare at a blank calendar invite again. Select your topics, drag them into order, and let Constellation's AI draft a perfectly toned, client-ready meeting agenda in seconds.
Plays Nice with Your Dinosaurs.
We know you can't always rip and replace your enterprise systems. Constellation is designed to be your execution layer while respecting your system of record.
Log to Salesforce
One-click sync pushes your Constellation activities, emails, and tasks directly into Salesforce. No double entry.
ZoomInfo Ready
Direct hooks into ZoomInfo from every Account and Contact card so you can enrich data exactly where you work.
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Enterprise-grade security, Row Level Security (RLS), and serverless Edge Functions keep your data locked down and lightning fast.
Stop managing the ball. Start executing the mission.
We built Constellation because we were tired of being database administrators. If you're leading a small, high-growth team and you're ready to evolve your process, let's talk.
Get Early Access to the Execution Layer