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CMeet Cortex · your AI Sales SDR

Every lead worked.
Every CRM field filled.

Cortex is an Alfera employee hired into your revenue team. It researches accounts, qualifies inbound, drafts follow-ups in your rep's voice, and keeps the CRM honest — so reps spend their day on conversations, not on typing.

hubspot · deal record · live
● synced 12s ago
Owner
Priya Nair
Fit score
38 / 50
Weighted ARR
$187,000
Last touch
3h ago · email
Next step
Security review
Source
Webinar · Apr 23
Cortex · call summary
Sarah raised budget timing (FY close is July) and asked about SOC 2 scope. I pulled the latest security package and flagged Thursday 2pm for the review. Champion is Sarah; economic buyer is Raj (CFO) — not yet looped in.
View activityOpen threadApprove next step
A real Tuesday with Cortex

Not a demo. A day.

One SDR. 41 inbound leads from last night's webinar. Here is what Cortex did between the team's standup and the 5pm wrap — while Priya worked two live deals.

08:04

New lead hits the inbox

Sarah Chen, VP Ops at Lattice, fills the demo form. Cortex pulls funding rounds from Crunchbase, headcount from LinkedIn, and the last three press mentions before the rep even finishes their coffee.

Enriched Lattice: Series D · 780 employees · hiring 14 ops roles this quarter
08:07

Fit score + disqualifier check

Against your ICP rubric: 38 points. Ops leader, headcount > 500, no active compete deal in the CRM, no suppression list match. Routed to Priya (AE, West).

Scored Lattice → 38/50 · Tier A · owner: priya@acme.com
08:12

Drafts the follow-up

Personalized opener referencing their Series D and the three ops roles — no "I hope this finds you well". Queued in Priya's Gmail drafts for a one-click send.

Draft saved → priya@acme.com / Drafts / "Sarah — quick note on the 14 ops hires"
10:41

Priya sends. Sarah replies asking about pricing.

Cortex reads the reply, pulls the latest pricing sheet from Notion, matches it against Lattice's headcount band, and drops a deal brief in #deals-west so Priya is ready before the callback.

Posted to #deals-west: "Lattice — Enterprise tier, 3yr ramp. Pricing doc attached."
16:20

Logs the call, updates the stage

After the live call, Cortex transcribes the Gong recording, extracts the three objections, updates HubSpot stage → Qualified Opportunity, and schedules the security review for Thursday.

Stage: Qualified Opportunity · Next: security review 2026-04-30 · Champion: Sarah Chen
Before / after

What changes when every lead actually gets worked.

Aggregate numbers from five GTM teams running Cortex in production — six weeks in.

Before · last Tuesday
Two SDRs, one overflowing inbox
Lead response time6h 22m avg
Leads worked yesterday14 of 41
CRM fields with "—"47%
Rep hours on data entry11.2 / week
After · this Tuesday
Two SDRs + Cortex, same inbox
Lead response time3m 18s median
Leads worked yesterday41 of 41
CRM fields with "—"3%
Rep hours on data entry0.6 / week
In the flow of work

Cortex lives where your team already works.

Mentioned like a teammate. Not another dashboard to check. Here's the same Lattice deal surfacing in #deals-west before Priya's callback.

Acme · #deals-west
Acme Revenue
Priya (you)
Channels
#announcements
# deals-west
#pipeline-hygiene
#revenue-ops
C
Cortex10:47
AI SDR · replying to @priya
@priya Deal brief for your 11:30 with Lattice 👇
Lattice · $187K weighted · Qualified
• Series D closed March, 780 employees, 14 open ops roles
• Champion: Sarah Chen (VP Ops). EB: Raj (CFO) — not looped yet
• Likely objections: budget timing (FY ends July), SOC 2 scope
• Pricing doc attached, matched to 500–1000 headcount tier
• Suggested ask: 30-day pilot, expand at renewal
P
Priya Nair10:52
@Cortex pull the three customer references closest to Lattice's stack
C
Cortex10:52
Searched 4 systems · 3 results
On it — Notion + Gainsight + Gong. Back in 40s.
Message #deals-west⌘ + ↵
Guardrails, not vibes

What Cortex will not do.

Send outbound without your approval workflow
Every sequence lives behind your suppression lists, frequency caps, and a human checkpoint for any regulated vertical. Cortex drafts; your rep approves.
Forecast theater
It will not round up, push stages, or inflate weighted pipeline to make a QBR look good. If a deal is stuck, it flags it in #pipeline-hygiene with the reason.
Make up a next step
If the call transcript does not contain a concrete next action, Cortex opens a task labeled "needs rep input" — not a fabricated meeting date.
Duplicate your CRM records
It reads existing records before writing. Merge logic follows your dedupe rules. If there is ambiguity, Cortex asks.
FAQ

What revenue leaders ask first.

No. Cortex drafts every outbound touch into your rep’s own Gmail or Outlook drafts folder. The rep reviews and sends — or edits and sends. Auto-send is available per-sequence, but it is opt-in and gated by suppression lists, frequency caps, and a daily volume ceiling.
You define the rubric once — ICP attributes, scoring weights, hard disqualifiers (competitor account, active opp, region exclusion, TCPA suppression). Cortex enforces it on every inbound and reports any lead it skipped with the reason attached.
Native integrations with HubSpot, Salesforce, Attio, and Pipedrive. For anything else, Cortex can operate the CRM in a browser the same way a rep would — auth scoped to the accounts you allow.
Teams running Cortex typically keep their SDRs and reassign them to the top 10% of accounts — the ones that need live conversation and custom research. Cortex handles the long tail of inbound, enrichment, and follow-through where reps were previously bottlenecked.
Leading: lead response time (aim: under 5 minutes median), percentage of inbound worked same-day, CRM field completeness. Lagging: qualified meetings held, stage-to-stage conversion on Cortex-sourced leads vs. control, rep hours spent on data entry (tracked via Gong/Chorus).
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