Product Suite

Every tool you need to own your territory

From first-touch research to portfolio-wide intelligence monitoring. Choose the right tool for every stage of the deal cycle.

Learn how dyadic sales intelligence works

How do your credits work?

Credits are the single currency across the platform. Instead of juggling seat licenses, API limits, and per-document fees, you just spend credits on things you actually need — a briefing, a refresh, a battle card, a campaign draft. Simple, predictable, and fair.

One credit ≈ one briefing

A full SonarScan or AutoScan briefing costs 1 credit. Add-ons like battlecards and organization profiles are also priced in credits — typically 0.5 to 1.

Monthly plan credits refresh

Your plan includes a fresh pool every month (e.g. 48 credits on Pro). Unused plan credits do not roll over, so use them — weekly monitoring is always free.

Add-on credits never expire

Need more? Buy an add-on pack anytime. Those credits stay indefinitely and are spent only after your monthly pool runs out.

Overages & Daily monitoring

Save an org past your cap? 1 add-on credit covers the extra slot. Want daily monitoring on a specific org? Opt in for 1 credit/month per org — renews until you turn it off.

Want the full per-action breakdown with dollar equivalents?

Intelligence Generation

SonarScan — Full Briefing with Private Intel

Full-depth briefing with your private intel baked in

1 credit
~4–6 minutes

Best for

High-stakes meetings, new account onboarding, comprehensive account strategy. When you want the AI to weave your relationship, budget, and political context into the playbook.

How it works

  1. 1You optionally add your private intel upfront (relationship, budget, political, strategic)
  2. 2AI researches your vendor and customer using live web intelligence
  3. 3Generates organization profiles with financial, strategic, and competitive data
  4. 4Builds an alignment analysis with MEDDPICC, stakeholders, and pain points
  5. 5AI generates a playbook with use cases tailored by your private intel — in one continuous run
  6. 6Executive Brief, Reference Card, and full documents delivered to your inbox

What you get

Executive Brief
Reference Card
Alignment Analysis
Playbook (5 or 10 use cases)
Organization Profiles
Structured Data
PDF + DOCX files

AutoScan — Fast Briefing without Private Intel

Same AI quality, no private intel

1 credit
~2–3 minutes

Best for

Unexpected calls, quick account checks, time-sensitive prep. When web research alone is enough and you don't need to inject your own context.

How it works

  1. 1Same deep research and AI analysis as SonarScan
  2. 2Runs without the private intel section — pure web-researched output
  3. 3All the same documents, just faster
Continuous Monitoring

My Alerts

Per-organization background monitoring

Weekly - free · Daily - 1 cr/mo per org
Automatic

Best for

Staying current on individual accounts without manually checking. Catches leadership changes, M&A activity, earnings reports, and competitive shifts as they happen.

How it works

  1. 1Toggle monitoring on any saved organization profile
  2. 2Weekly scans run automatically — included free with all paid plans
  3. 3Upgrade individual orgs to daily monitoring for 1 credit/month per org
  4. 4Alerts appear in your Intelligence dashboard with context-aware recommendations
  5. 5Recommendations cross-reference your existing briefings and playbooks

What you get

7 alert categories: Leadership, Funding/M&A, Earnings, Product, Workforce, Competitive, Regulatory
Context-aware deal recommendations per alert
Email notifications (configurable)

Tier limits: All saved orgs auto-monitored weekly (free) — Free Trial: 5 · Basic: 25 · Pro: 75 · Enterprise: 250

SonarScan Portfolio

Macro trends across all your accounts

1 credit
~2–3 minutes

Best for

Spotting industry-wide shifts that impact multiple accounts simultaneously — regulatory changes, technology disruptions, competitive moves. One scan covers your entire portfolio.

How it works

  1. 1Searches for macro trends using live web intelligence
  2. 2Cross-references against ALL your briefings and playbooks
  3. 3Identifies which accounts are impacted and why
  4. 4Generates per-account impact assessments with specific recommendations
  5. 514-day signal deduplication prevents repeat alerts on the same trend

What you get

Trend signals with impact severity
Per-account recommendations
Pattern detection across your book

Tier limits: Basic, Pro, Enterprise only

Document Downloads

Every briefing produces 10+ documents

PDFs and Word docs, purpose-built for different meeting moments — a car-ride read, an in-meeting reference, a champion coach sheet, a full RFP response. Below is exactly what you get, when to use each one, and what's on our roadmap.

Briefing documents

Executive Brief

Read before meeting

The car-ride read

A single-page tactical prep doc with seven fixed sections: Why They Buy From Us, 3 Things to Say, 2 Things to Avoid, Competitive Threat, The Ask, Key People, Ice-Breaker.

  • Reading in the car / Uber ride on the way to the meeting
  • Forwarding to a CFO, CRO, or executive sponsor who only reads page 1
  • 3-minute mental refresh right before you dial in or walk in

Reference Card

At-a-glance

The one-page cheat sheet

A structured single-page data card: key company facts, stakeholder map with roles, and MEDDPICC-style scoring. Everything a teammate needs to get up to speed in 60 seconds.

  • Glancing at during a live call when you need a name / title fast
  • Forwarding to a new BDR/AE inheriting the account
  • Printing and taping above your monitor during a deal push

Strategic Alignment

Deep reference

Where you fit in their world

Full vendor↔customer alignment analysis — vendor intel, customer intel, synthesis, and sourced references. This is the long-form thinking that seeds every other doc.

  • Reading in full before a first discovery call with a new account
  • Handing off to a Solutions Engineer or partner rep for their prep
  • Reviewing quarterly to spot changes in the account's strategy

Opportunity Analysis

Deal-side view

Motion, timing, and where the money is

Deal-oriented perspective on the account — deal motion, timing signals, competitive posture, MEDDPICC scoring, and next-step recommendations for moving forward.

  • Bringing to your weekly opportunity review or pipeline sync
  • Prepping for a forecast call with your manager
  • Justifying discount / resource-allocation asks to leadership

Playbook — Use Cases

In-meeting reference

Talk-tracks, battlecards, sample emails

5 or 10 fully-scripted use cases, each with a value hypothesis, discovery questions, competitive battlecards, and a sample outreach email you can send today.

  • Keeping open in a second tab during the live meeting for talking points
  • Copy-paste sample emails when you circle back after the call
  • Reviewing objection responses before a bake-off

3-Minute AI summaries

On-demand condensed versions when you don't have time for the full read.

3-Min Alignment Summary

3-min read

Strategic Alignment, condensed

AI-condensed version of the Strategic Alignment doc — the same insight in ~3 minutes of reading instead of 20.

  • Onboarding a colleague onto the account without the full read
  • Reviewing an old account before a re-engagement call

0.1 credits (first generation only — re-downloads are free)

3-Min Opportunity Summary

3-min read

Opportunity Analysis, condensed

AI-condensed opportunity analysis — signals + MEDDPICC scoring in 3 min.

  • Scanning right before a forecast call
  • Forwarding to a sales manager who needs the summary, not the full doc

0.1 credits (first generation only)

3-Min Playbook Summary

3-min read

Playbook, condensed

AI-condensed playbook — the highest-impact use cases distilled.

  • Quick refresh before a follow-up call when you don't need all 10 use cases
  • Forwarding a preview to a manager who wants the gist

0.1 credits (first generation only)

3-Min RFP Summary

3-min read

RFP responses, condensed

AI-condensed RFP responses — a sanity-check pass before submission.

  • Final review before hitting Submit on the RFP
  • Sharing a preview with legal / product review

0.1 credits (first generation only)

Optional add-ons

Generated only when you opt in during briefing creation.

Champion Coach Sheet

For your champion

Arm your internal champion

A short doc your champion uses to sell you inside their own org — anti-objection lines, ROI framing, answers to "why not incumbent" and "why now". Designed to be forwarded TO your champion, not read BY you.

  • Late-stage deals where your champion is presenting to their exec team
  • When you know a hostile stakeholder is about to weigh in
  • Giving your champion talk-tracks for internal 1:1s

0.1 credits (first generation only — re-downloads are free)

Battlecard Book

Only if 2+ competitors

Multi-rival evaluation prep

Consolidated competitor spotlights for every competitor in the deal — one book with a chapter per rival. Generated when your briefing included 2 or more competitors.

  • Complex enterprise evaluations with 3+ vendors on the shortlist
  • Field-team training when a new competitor keeps showing up

Pre/Post Meeting Doc

Workflow template

Structured meeting bookends

A two-part template: pre-meeting checklist (what to bring, who to greet, what to open with) plus a post-meeting recap template (attendees, decisions, next steps, CRM fields to update).

  • AEs who want a standardized before/after workflow per meeting
  • Prepping the notes template so post-meeting CRM update takes 2 min

Objection Handling Card

Live-call reference

Flashcard-format rebuttal deck

The objections from your Playbook, reformatted as flashcards — one objection + reframe + response + follow-up question per card. Print, cut, keep in your bag.

  • Fast-paced discovery calls where objections come thick
  • New-hire ramp: memorize the top objections cold
  • Mid-call reference to keep your response crisp

0.1 credits (first generation only — re-downloads are free)

Beat Sheet

Deal-review handoff

Every competitor, side by side

Merged side-by-side table of every competitor on this briefing — where they win, how we beat them, one landmine question each. Sourced from the Playbook battlecards + any Competitor Spotlights. Ranked by threat (biggest first).

  • Hand to your sales engineer before discovery calls
  • Deal-review one-pager for the sales manager
  • Print and mark up during multi-competitor evaluations

Free — derived from existing content

Competitor Spotlight

Only if opted-in

Head-to-head vs a single rival

Multi-page deep analysis of one specific competitor — their product, positioning, weaknesses, and how to attack. Only generated when you selected competitors during briefing creation.

  • Prepping for a bake-off where you know exactly who you're up against
  • Handing to a Sales Engineer building a demo tailored to beat one rival

RFP Response Pack

Only if RFP uploaded

Draft answers with citations

Full response document for an RFP you uploaded — every question answered with drafted copy and sourced citations back to your Strategic Alignment intel.

  • Submitting as your RFP response (after human review + tuning)
  • Kicking off a proposal-writing sprint with 80% of the drafting done

Bundles

One-click download of everything above.

Full Bundle (PDF)

Grab everything

Every PDF above, zipped

Every PDF the briefing has generated, bundled in a single ZIP for offline archiving or forwarding.

  • Offline flight prep — download once, read anywhere
  • Handing off a complete deal file to a new AE

Full Bundle (DOCX)

Grab everything

Every DOCX above, zipped

Same as the PDF bundle but in Word format for teams that edit before forwarding.

  • Teams that customize copy before sending to prospects
  • Rebrand pass in your own template before external send
Add-on Actions

Three ways we cover competitors

Every briefing ships with basic coverage. Two Premium tiers go deeper — one per deal, one per account.

Standard Competitor AnalysisFree

Bundled in every briefing playbook

Free

part of the briefing

Competitor SpotlightPremium

Paid, in-briefing (single deal)

1.0 cr

per competitor

Profile BattlecardsPremium

Paid, on org profile (reusable across every deal)

1.0 cr

per competitor

All add-on actions, credit-priced per use.

Campaign Builder

0.5 cr

Draft personalized outreach email sequences from your briefing's playbook. Pick specific use cases, choose a cold intro or multi-touch cadence, download as DOCX.

Best for: Turning intel into action

Briefing Refresh

0.8 cr

Rerun an existing briefing with the latest web data. Cheaper than a new SonarScan because vendor and customer profiles are already cached — you only pay for the analysis.

Best for: Keeping intel current

Competitor SpotlightPremium

5.0 cr / competitor

At briefing creation, pre-specify 1-5 named competitors you want deeper analysis on. Each Competitor Spotlight returns trap questions, structured objection responses, switching-cost analysis, weaknesses, and a printable 1-pager — going further than the Standard Competitor Analysis bundled in every briefing.

Best for: Going deeper on the competitors you know you'll face

Profile BattlecardsPremium

1.0 cr / competitor

Premium org-level battlecards. Pick an account profile + up to 5 competitors and we'll generate a strategic set — differentiators, vulnerabilities, recent signals, and a positioning recommendation per competitor. Reusable across every deal involving that account. Free refresh within 30 days.

Best for: Building a durable point-of-view on an account you'll work for years

Red-Hot Battlecard

1.0 cr

A fresh, event-driven competitive card generated on-demand — usually triggered when a competitive-shift alert fires (competitor launches, poaches, or pivots). Combines your existing briefing intel with new research and the specific alert that fired.

Best for: Reacting to a competitive shift right now

Standard Competitor Analysis vs. Red-Hot Battlecard — here's the difference

Every briefing already includes Standard Competitor Analysis inside the playbook at no extra cost. The Red-Hot Battlecard is the separate, event-driven version you generate when something competitive just happened.

Standard Competitor Analysis

Bundled inside every SonarScan/AutoScan playbook. Generic per-deal coverage of 1–3 likely competitors. No extra cost.

Red-Hot Battlecard

On-demand, triggered by a competitive-shift alert. Focused on one fresh event at one account. 1 credit.

CRM Integrations
All paid plans

Push briefings and organizational profiles into your CRM

One click on any completed briefing or organization profile pushes the executive summary, key insights, and stakeholder map as a record on the matching account in HubSpot, Salesforce, or Attio. Your AEs stop copy-pasting; your CRM stops being a hollow contact list.

  • ▸1-click OAuth for HubSpot & Salesforce · API key for Attio
  • ▸A re-push to your CRM updates the existing and does not duplicate
  • ▸AES-256 token encryption at rest
  • ▸Disconnect anytime — credentials wiped immediately
H
S
A

Included on Basic, Pro, & Enterprise.
No per-push cost.

Your journey with SalesCanvas.ai

The right tool for every stage — from your first account to a full territory.

Day 1

Getting Started

Sign up, run your first briefing, and see the value immediately.

SonarScan — Run your first full briefing with your private intel baked in
Free Trial — 10 credits included — no credit card required
Week 1

Meeting Prep

Build your first account profiles and prepare for key meetings.

SonarScan — Full-depth prep for high-stakes meetings
AutoScan — Fast overview before unexpected calls
Reference Cards — Share a 1-page summary with your team
Month 1

Active Deal Management

Keep intel fresh, generate outreach, and counter competitors.

Briefing Refresh — Update existing briefings with latest data (0.8 cr)
Campaign Builder — Draft email sequences from your playbook
Red-Hot Battlecard — Counter competitive threats with targeted analysis
My Alerts — Get notified of leadership changes, M&A, earnings
Ongoing

Portfolio Intelligence

Scale to a full territory with monitoring, analytics, and trend detection.

My Alerts (Daily) — Real-time monitoring for fast-moving deals
SonarScan Portfolio — Spot macro trends across your entire book
Analytics Dashboard — Portfolio freshness, stale accounts, team overlap
Scheduled Refresh — Opt-in auto-refresh of org profiles or full briefings on a cadence you set

What does everything cost?

Credits are the currency. The dollar value per credit varies by plan — see the full breakdown on the Pricing page.

Which plan fits your workflow?

Basic

Individual AEs building their book

15 credits/month covers ~15 full briefings. Save up to 25 org profiles, all auto-monitored weekly for free. Add daily monitoring per-org for 1 cr/mo each.

Ideal when

  • Managing 5–15 active accounts
  • 1–2 major meetings per week
  • Want weekly monitoring included
Most Popular

Pro

Power users managing a full territory

48 credits/month for aggressive briefing, refreshing, and portfolio sonarscans. Save up to 75 orgs, all auto-monitored weekly for free. Priority support included.

Ideal when

  • Managing 20–50 accounts
  • Multiple stakeholder meetings weekly
  • Need competitive intelligence + portfolio sonarscans

Enterprise

Teams of 5+ sharing intelligence

200 pooled credits across 5 seats. Save up to 250 orgs (shared), all auto-monitored weekly for free. Additional seats available. Heavy users draw from light users' unused credits.

Ideal when

  • Sales teams with shared accounts
  • Need centralized intelligence
  • Want team analytics and overlap detection

Free Trial

Just exploring

10 credits, 14 days, no credit card. Save up to 5 orgs, all auto-monitored weekly. Run a few SonarScans and see the quality for yourself.

Ideal when

  • Evaluating the product
  • One-off meeting prep
  • Showing your team what's possible

When to use what?

Preparing for a major meeting

SonarScan

Full depth incorporating your own private intel

Quick check before an unexpected call

AutoScan

Full depth but without private intel (faster)

Keeping tabs on 15 accounts weekly

My Alerts (weekly)

Free automatic weekly org monitoring

Fast-moving deals need daily updates

My Alerts (daily)

upgrade weekly to daily alerts for 1 credit/month/org

'Is this new regulation affecting my portfolio?'

SonarScan (Portfolio)

Scans impact on whole portfolio

A briefing is 2 weeks old and needs a refresh

Briefing Refresh

Reuses cached org profiles — faster and cheaper

Need outreach emails for a specific account

Campaign Builder

Drafts personalized emails from your playbook

Start with 10 free credits

No credit card required. Your first briefing takes just minutes of your time.