GTM HubWhat is Serrét?
Serrét is a unified sales platform combining AI-powered revenue intelligence, conversation intelligence, real-time call coaching, CRM, and team wellness. Built by insurance sales veteran Jamie-Karl Serrét, it encompasses 45+ modules designed to reduce admin burden and help sales teams listen more effectively.
Key features
Revenue Intelligence
Pipeline forecasting with AI-generated deal health scores (0-100) across 7 factors: engagement, timeline, competition, champion, decision process, budget, and fit. Identifies 8 risk types automatically: stalled, no next step, single-threaded, past close date, declining engagement, competitor displacement, budget uncertainty, missing stakeholders.
Conversation Intelligence
AI call recording, automatic transcription with speaker identification, talk ratio analysis, filler word detection, deal intelligence extraction (competitor mentions, pricing discussions, objections, stakeholders), call quality scoring (0-100), and snippet playlists for team training.
Atlas Agents
8 autonomous AI agents operating 24/7: Lead Qualifier, Follow-Up Automator, Email Drafter, Pipeline Hygiene, Meeting Prep, Competitive Intel, plus others. All actions are auditable with human approval gates.
Atlas Coaching
Real-time AI call coaching with per-agent coaching recommendations, talk ratio tracking, question frequency analysis, and performance correlation to show which techniques correlate with higher close rates.
Digital Sales Rooms
Branded collaborative buyer workspaces with drag-and-drop builder, mutual action plans with dependencies, real-time engagement analytics, e-signatures, live chat, and stakeholder mapping.
Product Comparison (Compare)
Real-time product matching and comparison during calls with ICP-based scoring and quote generation in seconds.
CRM
Native CRM (Standard/Premium) or external CRM integration (Lite tier) with 2-way sync, supporting Salesforce, HubSpot, Zoho, Pipedrive, Dynamics 365, Monday.com. Includes pipeline, contacts, and call history in one workspace.
Canvas
Visual note-taking whiteboard for requirements capture during calls—rep drags and drops while listening, not typing after.
Sanctuary
Built-in team wellness suite with burnout prevention, Listening Lab, and Body Reset exercises woven into the daily workflow.
AI Call Dialler
Built-in dialler with AI voice intelligence via Deepgram, Twilio, Slack, Genesys, NICE CXone, or Telnyx integration.
Lead Capture & Routing
Auto-import from Meta, WhatsApp, Typeform, TikTok, Google Ads, LinkedIn with AI qualification and routing to agents.
Reports & Forecasting
9+ report types (sales performance, commission tracking, customer metrics, pipeline health, team performance, territory performance, forecast accuracy, churn risk, custom) with scheduled email delivery, forecast rollups, and data visualization.
Serrét pricing
Founding partner program available: 14 of 15 spots remaining with discounted pricing for first 24 months, biweekly founder strategy sessions, and white-glove accelerator onboarding. Setup fees credited as subscription credit.
| Plan | Price | What's included |
|---|---|---|
| Lite | $49/user/month | External CRM integration, browser extension, Product Comparison, Pulse (basic), Atlas AI (FAQ answers), Sanctuary, Canvas |
| Standard | $119/user/month | Full native CRM, Cadence AI call companion, Atlas AI (Haiku + Sonnet), Serrét Connect portal, all products (45+ modules), offline mode, team leaderboards, priority support |
| Premium | $199/user/month | Everything in Standard plus both local + external CRM, bidirectional CRM sync, Atlas AI (includes Opus), unlimited API access, custom branding, dedicated success manager, audit logging |
Pros & cons
Pros
- + All-in-one platform—45+ modules reduce need for 5+ separate tools and associated costs
- + AI features included in base pricing, not sold as expensive add-ons
- + Founded by insurance sales practitioner, not generic SaaS company
- + Real-time Atlas Coaching reduces admin burden during live calls
- + 7-factor deal health scoring provides granular forecast accuracy
- + Built-in wellness tools (Sanctuary) unusual for CRM/sales platforms
- + SOC 2 certified, 256-bit encryption, GDPR/Privacy Act aligned security
- + Autonomous agents run 24/7 with full auditability and approval gates
- + Integrates deeply with existing CRMs (not forced migration)
Cons
- − Smaller player compared to Salesforce/HubSpot/Pipedrive—less established track record
- − Founding partner program suggests still in growth phase
- − No public customer count or case studies visible on homepage
- − Premium tier required for full-featured experience ($199/mo per user adds up for large teams)
- − Canvas visual whiteboard is unique but no direct competitive comparison data provided
Who is Serrét best for?
- • High-velocity sales teams using multiple tools (stack consolidation)
- • Teams prioritizing real-time call coaching and rep listening time
- • Organizations with complex, multi-threaded deals requiring deal health forecasting
- • Sales teams leveraging comparison-based selling
- • Companies making team wellness a priority
- • Insurance, healthcare, and enterprise sales organizations
Frequently asked questions
What are the 7 deal health factors?
Engagement (buyer activity: opens, meetings, views, response times), Timeline (stage velocity vs historical average), Competition (competitor mentions from conversation intelligence), Champion (single-threaded vs multi-threaded analysis), Decision Process (criteria, approval chains, timelines defined), Budget (confirmation signals from conversations and proposals), Fit (ICP alignment via firmographics and historical win/loss patterns).
What are the 8 risk types in Revenue Intelligence?
Stalled (not moved stages on schedule), No Next Step (no meeting/task scheduled), Single-Threaded (only one contact engaged), Past Close Date (deadline passed), Declining Engagement (fewer opens, slower responses), Competitor Displacement (increasing competitor mentions), Budget Uncertainty (no confirmation signals), Missing Stakeholders (key decision-makers not engaged).
Can I keep my existing CRM?
Yes—Lite tier ($49/mo) integrates with external CRMs (Salesforce, HubSpot, Zoho, Pipedrive, Dynamics 365, Monday.com) via 2-way sync. Standard and Premium include native CRM; Premium supports both local and external simultaneously.
Is Atlas AI included or add-on?
Included in all tiers. Lite gets Atlas AI for FAQ answers; Standard includes Haiku + Sonnet; Premium includes Opus (the most capable tier).
What is Sanctuary?
Built-in wellness suite designed to prevent burnout. Includes Listening Lab (converts stress signals to actionable insights) and Body Reset exercises integrated into the daily workflow between calls and breaks—not a standalone meditation app.
How many modules does Serrét include?
45+ modules across AI, sales engagement, CRM, operations, reporting, and ecosystem tools—all included in each pricing tier.
