DeepVista gets you customers, and gets smarter with every one.
Every outreach batch, call, and follow-up teaches DeepVista more about your customers — so the next campaign is sharper than the last, not a cold restart.
Every list you pull makes the next one better.
Built with seed-to-Series A B2B and AI-native teams
DeepVista Customer Tracker
Primary workspace customer tracker for managing leads, accounts, and follow-up actions.
| Type | Title | Priority | Stage | Next action |
|---|---|---|---|---|
| Person | Maya Chen | Lead | ||
| Organization | Harborline | Active | ||
| Organization | Quilt & Co | Discovery | ||
| Person | Jonas Hale | Active | ||
| Organization | Lumenfield | Discovery | ||
| Organization | Brightwell | Active | ||
| Person | Nina Solis | Lead | ||
| Person | Owen Drake | Discovery |
Lead-gen finds names. A CRM stores what you type. Neither carries the story.
A lead-gen tool hands you a list. A generic CRM stores what you type into it. Neither knows what the other is doing — you're still the one carrying context from the cold email to the CRM to the renewal call. DeepVista's playbooks read and write to the same customer record, so the lead that replied to your outreach six months ago shows up already scored and already tagged when it's time to check on renewal.
A point tool is exactly as good on your hundredth lead as it was on your first — it has no memory of the ninety-nine before it. DeepVista's Acquire playbook isn't, because it's reading the same record the other two playbooks have been writing to.
Chat → VistaBase → Workbench
This loop is what “gets smarter with every one” means mechanically: the next Acquire run reads what Engage and Retain wrote back about the last one.
Warm reply
8 replies running
Chat, or drop what you already have.
Paste a screenshot, a call transcript, a thread. No workflow builder to learn first.
- Run — release doc workflow26m ago
- Daily planning session28m ago
- Inbound reply — Acme41m ago
DeepVista files it into VistaBase.
Every fact you drop becomes a card DeepVista can reference later — this is the memory layer that lets Acquire, Engage, and Retain read the same information instead of asking you to repeat it.
- 01Acquire — outbound sourcing21
- 02Engage — CRM tracking12
- 03Retain — renewal follow-ups8
Everything organizes into a Workbench.
Search and return to the same chats, the same tracked leads, the same workflows, later — chat first, organize later.
From outbound to inbound, on autopilot.
Two playbooks our own team runs daily. Pick the loop you want to automate first.
A 10-day campaign that tracks its own leads
- 01Build a content library from a page, release note or tutorial you already have
- 02Schedule it into a 10-day campaign, one platform-tailored post per day
- 03Give every post a lead capture form and its own tracking link
- 04Get the day's copy in your inbox, and follow up the moment a lead comes in
We run our own GTM on these playbooks.
DeepVista runs its own GTM entirely on these playbooks: daily outbound sourcing, CRM tracking, and follow-ups. Built with seed-to-Series A B2B and AI-native teams.
“Context cards created grew 125% month over month in July; logged-in session length grew from about 12 to 22 minutes over the same stretch.”
Internal usage — July. The Retain playbook checks week-1 retention above 40% and 90-day logo retention above 80% on every account.
DeepVista gets you customers, and gets smarter with every one.
Paste a site. The next list is already sharper than starting over.
Want a walkthrough first? Book 15 minutes.