AI Sales OS The Morning Brief writes your day for you

Stop managing CRM.
Start selling.

Your Phantom listens, understands every conversation, updates your CRM, and tells you exactly what to do next.

Live in an afternoon · Works with the CRM you already have · SOC 2 Type II

0hrsGiven back to
every rep, weekly
0%Of conversations
captured
0CRM fields typed
by hand. Ever
app.usebylda.com / morning-brief CRM SYNCED
Bylda

Playing — click any surface

Morning Brief · Tuesday 07:00

Three things move the number today.

PRIORITIZED
CRM updated automatically Follow-up drafted

Runs the pipeline at

Meridian SystemsNorthwindHalcyon HealthVantage RoboticsFerrostackLumen AnalyticsCopperlineArcadia CloudAtlas FreightNimbus Payroll

The Problem

Your CRM doesn’t sell.
It assigns homework.

AVG. 6.5 HOURS / REP / WEEK ON ADMIN

Bylda absorbs it.
All of it.

SCENE 01 / 04

It starts by listening.

No bot asking to record. No workflow to remember.

Live Call — Halcyon Health REC 23:41
Dana · VP Ops

Honestly, my team wastes hours re-keying notes after every visit.

You

What would it mean if that disappeared entirely?

Dana · VP Ops

We’d probably roll it out to all three regions this quarter.

SCENE 02 / 04

Then it understands.

Not keywords. Meaning.

Conversation Intelligence ANALYZING
Buying signal Objection: switching cost Decision maker: CFO Risk: competitor eval
Dana · VP Ops

We’d probably roll it out to all three regions this quarter — but finance signs off, not me.

Deal Score82 / 100 ▲

SCENE 03 / 04

Then it does the work.

Finished before you’re off the call.

CRM Auto-Update SYNCED
StageEvaluation → Proposal
Next stepCFO review — Thursday 10:00
ChampionDana Reyes, VP Ops
NotesRollout: 3 regions · Q3 · re-keying pain
Fields typed by you0

SCENE 04 / 04

You wake up ahead.

Every morning, without being asked.

Morning Brief — Tue 07:00 Ready
01 · Highest impactHalcyon Health — $184k
02 · Drafted for youFollow-up to Dana ✎
03 · RiskFerrostack silent 9 days
04 · Forecast$1.42M · 91% conf.

PREPARED WHILE YOU SLEPT · 06:12

The Operating System

One system. Rep to manager.

Deal Intelligence — Halcyon HealthLIVE
Amount$184,000
Momentum▲ 3 signals this week
Win likelihood — 82%
Champion strength — 74%
Competitive pressure — 38%

“CFO signs off, not me” → added CFO to buying committee

AI Follow-up — Draft

Dana — you mentioned re-keying notes costs your team hours each week. Here’s the rollout plan for all three regions, sized for Q3. If finance needs numbers, I’ve attached the CFO one-pager.

Tone: yours1 click to send
Pipeline Health
Commit — $1.42M
Best case — $2.1M
At risk — $310k

2 deals stalled · silence > 7 days · nudges drafted

Manager View
Team forecast$4.8M · on pace
Coaching flagDiscovery depth — 2 reps
Pipeline created▲ 18% WoW

NO PIPELINE REVIEW MEETING REQUIRED

I stopped opening our CRM three weeks in. Not because I stopped caring — because there was nothing left for me to type.

M
Marcus Oyelaran · Enterprise AE, Meridian Systems
SOC 2 TYPE II AES-256 AT REST TLS 1.3 IN TRANSIT SSO / SAML NO TRAINING ON YOUR DATA
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