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Breakthrough

Your CRM + Breakthrough:
A System of Record,
Plus a System of Learning

The path to growth is hidden in your calls. Breakthrough uncovers it for you. Your CRM tells it where every deal stands, and gets back better notes and smarter agents. Works with HubSpot, Salesforce, Pipedrive and Zoho CRM.

Record vs. learning

Your Calls Hold the Raw Intelligence. Breakthrough Turns It Into Learning.

HubSpot
Salesforce
Pipedrive
Zoho CRM

Your CRM

Your system of record.

Your CRM holds the accounts, contacts, deals and stages your team tracks, and runs the workflows and reports built on them.

  • Accounts, deals and stages
  • Notes reps type in, deal by deal
  • Workflows, reports and forecasts
Breakthrough

Breakthrough

Your system of learning.

Breakthrough distills every call into what your team has learned, keeps it current, and gives every agent just the context it needs.

  • Learning from every call, across your org
  • Curated as every call comes in
  • Context for every agent, in Claude, ChatGPT or your CRM

By playbook, we mean what your team has learned about winning: your positioning, buyers, objections and competitors, kept current from every call. Not a script. Not a sequence.

Side by side

What Breakthrough Adds to Your CRM

Your CRM records your deals. Breakthrough learns from them.

HubSpot
Salesforce
Pipedrive
Zoho CRM

Your CRM

Breakthrough

Breakthrough

Its job

Destination for intelligence

Where finished records land, for reporting across deals.

Source of intelligence

Where your team's know-how comes from, for the reps and agents doing the work.

What it holds

Records

Accounts, contacts, deals, stages.

Your playbook

What wins across your team: positioning, objections, competitors, buyer language.

Where it comes from

What reps type in

The why rarely makes it into a field.

What was actually said

Distilled from every call, with the context and relationships kept.

Scope

One deal at a time

Notes sit on a single account or opportunity.

Your whole organization

Learnings and methods that apply across every deal, by role, persona and industry.

Staying current

Ages in place

Old notes stay as written. Nothing keeps them current.

Curated with every call

New learning merged into your playbook, one-offs dropped, every change traced to its call.

What "playbook" means

Plays and scripts

Fixed rules and scripts that run the same way every time.

A learning guide

It keeps changing as your team learns, so agents can help even when every deal goes differently.

Distillation

Built to store

Its AI works from records, notes and the guides someone writes and maintains.

Built to distill

Every call distilled, checked for quality and merged into your playbook, automatically.

Your workflows

Your rules and agents

The automations your team has built.

Makes them smarter

Gives the agents in your CRM your playbook: the exact context they need, richer than any field, in fewer tokens.

Your CRM tells you where every deal stands. Breakthrough tells your team, and every agent, what's working.

Better together

Every Workflow in Your CRM Gets Smarter

Deal context sharpens the guidance

Your AI sees each deal's stage and details from your CRM, so its guidance fits where the deal is. Stage changes are logged automatically.

Notes back to your CRM

Send post-call notes to the right contact, company or deal in your CRM, in one click.

Feeds your CRM's own AI

Through our MCP connector, Breakthrough gives your CRM's AI the same distilled playbook. We've tested it with HubSpot Breeze.

Integrations

Works With HubSpot, Salesforce, Pipedrive and Zoho CRM

HubSpot

HubSpot

Matches your HubSpot contacts and companies, reads the linked deal’s stage, amount and history, and sends notes to a contact, company or deal in one click.

Salesforce

Salesforce

Matches your Salesforce contacts and accounts, reads the opportunity’s stage, amount, close date and stage history, and sends notes in one click.

Pipedrive

Pipedrive

Links your Pipedrive people and organizations, reads each deal’s stage and pipeline, and sends notes in one click.

Zoho CRM

Zoho CRM

Matches your Zoho CRM contacts and accounts, reads each deal’s stage, and sends notes in one click. One connection covers your whole company.

“AI is being fed all of this information, but it doesn't have a good way to organize it and keep it relevant and useful for you. The results I get from Breakthrough are better than what I get from just Claude by itself.”

Andy Dubickas · VP Strategic Partnerships, Measured

FAQ

Your CRM and Breakthrough, Answered

How is Breakthrough different from HubSpot or Salesforce?

HubSpot and Salesforce are systems of record: they store your accounts, contacts and deals and run workflows on them. Breakthrough is a system of learning: it distills your calls into what your team has learned and keeps it current. Most teams use both.

Why can't my CRM just do this?

A CRM is built to store records and run rules on them. Learning from calls is a different job: distilling what was said across every deal, checking it, and keeping it current as your team learns. Breakthrough does that job, then hands the result to your CRM and every agent your team uses.

Doesn't my CRM's AI already do this?

CRM AI, like HubSpot Breeze or Salesforce Agentforce, works from your CRM's records, notes and the guides your team writes and keeps up to date. Breakthrough distills that guide from your calls and keeps it current, and can feed it to your CRM's AI through our MCP connector. We've tested this with HubSpot Breeze.

Is a Breakthrough playbook the same as HubSpot Playbooks?

No. HubSpot Playbooks are cards of questions, scripts and links your team writes and shows on CRM records. A Breakthrough playbook is learned from your calls and kept current, and your AI tools use it, including your CRM’s.

Do I still need my CRM?

Yes. Your CRM stays your system of record. Breakthrough learns from your calls and makes the work in your CRM smarter.

Which CRMs does Breakthrough work with?

HubSpot, Salesforce, Pipedrive and Zoho CRM.

Which plan includes the CRM integrations?

The Base Plan. Every new team gets a 30-day free trial of the Base Plan.

Reveal the path to growth hidden in your calls

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