The AI Agent That Sends
the Right Proof at the
Right Moment
Carly watches your active deals, matches the perfect social proof or expert reference, and delivers it to prospects — automatically.
Be the first to know when Carly launches. No spam, ever.
Social proof is your secret weapon.
But most teams never deploy it.
Buyers need to hear from people like them. But delivering the right proof point, at the right moment, manually — at scale — is impossible.
Reps Don't Know What to Share
Your content library has 200 case studies. Your rep has 15 minutes before the call. They guess — or skip it entirely.
Proof Arrives Too Late
By the time marketing sends the right case study, the deal has already stalled — or gone to a competitor who was faster.
Peer Conversations Happen Anyway
Prospects find their own references through Slack communities and LinkedIn — conversations you can't see, control, or influence.
Marketing Can't Prove Impact
You created 40 new case studies this quarter. You have no idea which ones moved deals forward — or if any of them were ever used.
Meet Carly.
"Your AI-powered customer marketing teammate."
accuracy rate
Carly is an AI agent that watches your active sales opportunities, intelligently matches the perfect social proof — case studies, G2 reviews, or customer references — and delivers it directly to prospects.
No manual work. No guessing. Just the right story at the right moment.
Everything you need.
Nothing you don't.
Carly combines intelligent content matching, autonomous delivery, and full CRM integration into one seamless experience.
Intelligent Content Matching
AI analyzes industry, company size, use case, and deal stage to find the perfect proof point from your entire content library.
Autonomous Email Delivery
Sends personalized emails to prospects at the optimal time — without any action required from sales or marketing.
Expert Connection Offers
Offers prospects the chance to speak with a customer who's been in their shoes. Carly handles matching and booking through the SlashExperts booking system.
Full CRM Integration
Syncs with Salesforce and HubSpot to pull opportunity data and log all activity automatically. Sales sees everything.
Reply-to-Rep Routing
When a prospect replies, the response goes directly to the opportunity owner. Prospects never feel like they're talking to a bot.
Transparency Dashboard
Full visibility into what Carly is sending, to whom, and how it performs. Start in Training Mode, then go autonomous.
Built for the way deals actually close.
Every screen designed around one goal: get the right proof to the right prospect before your competitor does.
Up and running
in under a week.
Four simple steps to give every active deal the air cover it deserves.
Connect Your CRM
Carly syncs with Salesforce or HubSpot to see all active opportunities — no manual data entry.
Import Your Content
Auto-pulls G2 reviews and website case studies. Upload private content anytime.
Let Carly Work
She matches prospects to relevant social proof and sends personalized emails automatically.
Watch Deals Accelerate
Prospects engage with proof that resonates. Replies go to your reps. Deals move forward.
Built different.
By design.
Carly isn't another content management tool. It's the autonomous layer between your proof library and your open pipeline.
| Capability | Traditional Approach | With Carly |
|---|---|---|
| Content Delivery | Manual — reps search, guess, forget | Automatic — matched & sent for every deal |
| Timing | Too late, or never | Triggered by deal stage signals in real time |
| Personalization | One-size-fits-all decks | Industry, size, use case, and persona matched |
| Peer Connections | Reference requests = rep overhead | Booking system handles matching & scheduling |
| Marketing Impact | Unknown — no attribution | Every send logged to CRM with engagement data |
One AI agent.
Three unfair advantages.
Marketing
See exactly which case studies, reviews, and references influence deals. Prove content ROI with deal-level attribution you can show the CFO.
Sales
Stop spending time searching for content. Carly handles it. You focus on the call, the relationship, and closing — she handles the air cover.
Revenue Ops
Every Carly action is logged to your CRM. Build dashboards, see engagement trends, and optimize your proof strategy with real pipeline data.
Everything you need to know.
Carly analyzes CRM data to understand the prospect's industry, company size, deal stage, and persona. It then matches against your content library — case studies, G2 reviews, and peer references — to select the highest-relevance proof point. You can review matches in Training Mode before going fully autonomous.
No. Emails are sent from your rep's email address and signed with their name. When prospects reply, responses go directly to the rep — not a bot inbox. Carly works behind the scenes; the relationship stays human.
Most teams are live within one week. Step one is connecting your CRM (Salesforce or HubSpot), which typically takes a day. Step two is importing your content library — Carly auto-pulls public G2 reviews and case studies, so setup is mostly reviewing and approving what she finds.
When a prospect would benefit from a real customer conversation, Carly includes an offer to connect them with a relevant peer through the SlashExperts booking system. Matching and scheduling happen automatically — no rep involvement required unless the prospect accepts.
Yes. Carly integrates natively with Salesforce and HubSpot for CRM data, and supports major email platforms for delivery. All activity is logged back to the CRM automatically so your existing reporting stays intact.
Let Carly Work While
Your Reps Close.
Give every active deal the social proof it needs — automatically, intelligently, at scale.
See Carly in Action