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Canvass

New signal

Arborio is hiring a Head of Sales

Matches ICP · 2h ago

The CRM that runs your outbound.

One record per account — signals, drafts, sends, replies, meetings, and deals. Canvass drafts the next move from that memory. You approve every send.

Free to explore · Nothing sends without your review

Works with the stack you already run

Apollo Instantly Lightfield Google Analytics Google Search Console Cloudflare
Canvass · Today
Review queue · 6 drafts
12 signals 6 drafts 2 meetings
NB
Northbeam · Dana R.

"Hi Dana — saw Northbeam is hiring three AEs…"

Hiring Approve Skip
LV
Loopvault · Marcus T.

"Congrats on the Series B, Marcus — teams at this stage…"

Funding Approve Skip
FQ
Fleetquill · Priya S.

"Saw Fleetquill just expanded into the EU…"

Expansion Approve Skip

Meeting booked

Dana R. · Tue 10:30

From the hiring trigger · on the record

01Who should we target?ICP drafted from your website, then you edit it
02Why now?Signals ranked on one shared account record
03Who should we contact?A shortlist with the reason attached
04What should we say?Drafts written from the real trigger
05What happened after?Replies, meetings, and deals land on the same record

The problem

The stack sends.
Nobody remembers.

The context that makes outreach work — the trigger, the history, the last "no" — falls out between the tools, and the CRM only hears about it after the fact.

The agency

Books meetings in their system, on their story. You get a calendar, not the reasoning.

The sequencer

Fires steps from a list, not a trigger. Last quarter's "no" lives in a spreadsheet.

The chat tab

Forgets the account when you close it. Personalization starts over every time.

The old CRM

Stores fields, not reasons. Knows what your reps typed last quarter — not who moved this week.

Canvass

One living record per account — signals, drafts, sends, replies, meetings, and deals — and a loop that turns a buying signal into the next email. You work a shortlist instead of a blank page.

What it does

Outbound and CRM, on one page.

Five jobs, one workspace, no tab sprawl.

ICP — draft v2

  • Series A–B B2B SaaS
  • 50–500 employees
  • RevOps or VP Sales in seat
  • Uses a sequencer today

Define who you sell to

Paste your homepage. Canvass reads it and drafts the ICP — the companies, the buyers, the changes that matter. You edit it. Sales, marketing, and ops work from the same picture.

Minutes, not a workshop

See who moved, and why now

Hiring, funding, and reply signals land on one account record. Weak cases are skipped. The few that matter get a draft.

trigger · hiring 3 AEs

Hi Dana — saw Northbeam is hiring three AEs. Teams at that stage usually feel list decay first…

Outreach from the real trigger

Every draft names its evidence for "why now." No merge-field personalization, no blank prompt.

NB Northbeam · Dana R. Hiring Approve
LV Loopvault · Marcus T. Funding Approve

You review. Instantly sends.

Drafts wait in a review queue. Approved mail enters your Instantly campaign and Instantly sends on its schedule. Replies come back onto the record.

  • Signal Hiring 3 AEs · Mar 4
  • Draft Written from the trigger · Mar 4
  • Sent Via Instantly · Mar 5
  • Reply "Can you send times?" · Mar 6
  • Meeting Booked · Mar 8
  • Deal Won · Apr 2

First signal to closed deal, one record

The account record is the CRM. Signals, touches, replies, meetings, and deals sit on one timeline the whole team can see — no re-entry, no sync jobs, no second system of truth.

Process

A website is enough to start.

Three steps from a URL to a live, reviewed campaign — and a CRM that fills itself.

  1. 1

    See the loop

    Paste your website and see a drafted ICP, then a shortlist of who moved. Self-serve and reversible.

  2. 2

    Connect your stack

    Connect Apollo and Instantly with your own keys. Review the first drafts from live accounts.

  3. 3

    Turn the campaign on

    Approved mail enters Instantly. Every reply, meeting, and deal lands back on the account record — the CRM fills itself.

Review queue · this week

NB NorthbeamDana R. · VP Sales Hiring Approve
LV LoopvaultMarcus T. · RevOps Funding Approve
FQ FleetquillPriya S. · Marketing Expansion Approve
AO ArborioBen K. · Founder New exec Approve

Approved mail → Instantly → replies, meetings, and deals back on the record.

How we compare

Five ways to run revenue.

The honest differences: who does the work, who remembers the account, and who approves the send.

Capability Agency Sequencer + data AI SDR bot Old CRM Canvass
Who does the work Their callers You, inside their UI The bot, unsupervised Your reps, after the fact You, from a drafted queue
Knows why now Their callers decide Cadences start from a list Hidden in a prompt Fields, not triggers Every draft names the trigger
Remembers the account In their CRM, not yours In a spreadsheet Until the session ends Whatever reps type in One living record per account
Acts on the account Calls, sometimes Sends steps Sends, blindly No — it only stores Drafts, with your approval
You can inspect why No Partly No No Signal, score, draft, outcome

Email is the shipping delivery channel today. Social, ad, and landing-page content can be authored, but full channel delivery and learning adapters are future work.

Control

You can see why it picked that account.

Every pass records the signal, the judgment, the draft, the meeting, and the deal. You can see why an account made the shortlist — and what happened after.

Governed

Suppression, caps, proof, and scoped grants sit on the campaign, not in a prompt.

Auditable

Signals, verdicts, drafts, sends, and outcomes form an inspectable trail. You can answer who did what, and why.

Resilient

Long-running work can pause mid-pass and resume without losing the account or the draft.

FAQ

Skeptical questions, straight answers.

So is Canvass a CRM, an outbound tool, or an AI SDR?

Yes, minus the usual parts. It keeps the account record of a CRM, watches and drafts like an outbound tool, and skips the unsupervised sending of an AI SDR bot. One memory per account, human-approved sends.

Does the AI send email by itself?

No. Drafts sit in a review queue until a person approves them. Approved mail enters your Instantly campaign, and Instantly sends on its schedule. Suppression lists and caps sit on the campaign, not in a prompt.

What happens to my existing CRM?

Canvass is the account record for the go-to-market motion: signals, touches, drafts, replies, meetings, and deals on one timeline the whole team can see. Lightfield meetings come back onto the same record. You stop copying context between a CRM and a sequencer.

How is this different from hiring an agency?

An agency runs outbound in their systems and hands you meetings. Canvass runs in your workspace: the account memory, the drafts, and the audit trail belong to you, and you approve every send. It is self-serve software — no retainer, no implementation engagement.

What do I need to start?

A website. Canvass reads your public homepage and drafts the ICP for you to edit. Connect Apollo and Instantly with your own keys when you are ready to send.

Where does our data live?

Organization data and sealed vendor credentials are tenant-scoped. The active deployment uses Lakebase for operational memory and keeps model and storage providers behind explicit boundaries.

Which channels are live today?

Email is the shipping delivery channel. The artifact model can author social, ad, and landing-page content, but full channel sensing, publication, outcome, and learning adapters are future work.

Paste your website.
See who moved.

Open the workspace, inspect the accounts that moved, and watch outcomes land on the record.