Can it join product usage to the CRM?

Yes, wherever usage lands that TextQL connects to — usually your warehouse or lakehouse. Accounts are matched once in the ontology, so every question uses the same join.

Who defines ARR, bookings and churn?

Your revenue operations and finance teams do. Definitions live in the ontology as reviewed, versioned files, so the forecast, the board pack and every agent use the same one.

Can it write back to Salesforce?

Only if you allow it. The Salesforce connector is read-only by default; admins can grant write scopes for specific objects, and every write is audit-logged.

Will reps see accounts outside their territory?

Only if your policy says so. Access rules in the ontology filter every answer, dashboard and agent by the person asking.

/ solutions / sales & revenue

TextQL for Sales & Revenue Know the Number Before the Call

Every account’s CRM record, product usage and billing, joined. The forecast comes from deals that are moving — and the renewal at risk shows up while there’s a quarter left to save it.

Book a demo Explore solutions

in production at Five Star Real Estate

soc 2 type iiruns in your cloudevery query logged

An AI-Powered Operating System for Sales & Revenue

Put pipeline reviews, forecasting, renewals and territory planning on one model of your accounts — so sales, finance and customer success work from the same ARR.

Connected solutions + automations

- Pre-call briefs
- Expansion signals
- Whitespace by account
- Stalled deal alerts
- Stage conversion
- Coverage by segment
- Commit & best case
- Forecast vs. bookings
- Renewal ARR
- At-risk renewals
- Usage decline
- Save plays
- Territory design
- Quota setting
- Attainment tracking
- Field hygiene
- Renewal creation
- Lead routing

[ in production on revenue data ]

Five Star built 8+ production features in 45 days, made 360 million rows queryable, and achieved 100% invoice accuracy back to 2017.

to build 8 production features

45 days
of failed custom dev replaced

$200K+
saved per week for the team

20 hrs
Read the Five Star Real Estate story

[ your first answer ]

Bring the Question Your Forecast Call Can’t Answer

Pick one — the deal that keeps slipping, the renewal nobody saw coming, the number sales and finance disagree on. We connect to your CRM and billing inside your cloud and show your team the answer and the records behind it.

Book a demo Talk to an expert

01 Pick the question A 30-minute call to choose the question and the systems behind it
02 Connect in your cloud We connect inside your cloud — CRM, billing and usage read in place
03 Check the records Your team checks the answer against the opportunities and invoices it came from

questions revenue teams bring first

What changed at this account since the last QBR? Account Intelligence
Which late-stage deals haven’t moved in 30 days? Pipeline Health
What is our commit for the quarter, by region? Sales Forecasting
Which renewals next quarter show falling usage? Churn & Renewal Risk
Which territories are over-assigned for next year? Territory & Quota Planning
Which open opportunities are missing a next step? CRM Workflows

[ the platform ]

The Platform, in Your Revenue Team’s Terms

Three layers, one deployment. Each is a page of its own when your ops team wants the detail.

/ connectors Every System Revenue Runs On Salesforce, HubSpot and Stripe beside the warehouse your product usage lands in — read in place, under the permissions you already set. / ontology One Model of Every Account Accounts, opportunities, renewals and ARR defined once — sales, finance and customer success read the same number. / agents Work That Runs Itself Agents that check the pipeline every Monday, flag renewals at risk and brief reps before the call — every query logged.

[ security ]

Built to Pass Your Security Review

SOC 2 Type II Audited annually. The report is available on request through the trust center.

Access by Territory and Role Row-level access policy on every answer — a rep sees their own book, a VP sees the region.

Your Cloud, or Air-Gapped Deploy in your VPC or fully disconnected. Customer and contract data never leaves your environment.

Never Trained on Your Data Your pipeline, contracts and customer data are not used to train models — ours or anyone else’s.

/ soc 2 type ii/ hipaa/ gdpr/ your vpc or air-gapped

Visit the trust center

[ faq ]

What Teams Ask Before They Start

Talk to the team

No. TextQL reads the CRM, billing and usage data you already have and answers the questions across them. The CRM stays your system of record.

[ try textql ]