ZitBoard 2026
ZitBoard Logo ZitBoard

Revenue + Talent Command Center

One Platform.
Every Move.

The AI-powered command center that unifies your sales pipeline, recruitment funnel, and business intelligence — so your whole team acts on insight, not instinct.

📊 Sales Intelligence 👥 Hiring Pipeline 🤖 AI Scoring
Pipeline
$1.6M
↑ 18% WoW
Win Rate
34%
↑ 6pp QoQ
Time-to-Hire
18d
↓ 40%
Sales Funnel Health
DiscoveryProposalClose84%
Hiring Funnel Conversion
ScreenedInterviewOffer67%
AI Lead Score
92/100
Top quartile
Forecast Acc.
±9%
vs 31% industry

The Problem

Stop Running
14 Tabs.

Revenue and talent teams lose hours every day switching between disconnected tools — and the critical insights that could prevent a missed quarter are buried in data nobody reads.

  • ⏱️
    Manual reconciliation wastes 6+ hrs/week per rep Data scattered across spreadsheets, CRMs & hiring tools
  • 🔮
    Gut-feel forecasting misses the quarter Stage-weighted CRM data ignores velocity, quality & engagement signals
  • 🚨
    At-risk deals surface too late No early-warning system for stalled pipeline or slow funnels
📋
Google Sheets
No real-time sync
☁️
Salesforce
Siloed from hiring
💼
Greenhouse
No sales context
📊
Looker / BI
Lags by days
Result: $340K avg revenue leakage per 50-person team / year
📬
Email / Slack
Zero analytics
🗓️
Calendar / ATS
Not connected

The Solution

Sell Smarter. Hire Faster.
Predict Confidently.

ZitBoard replaces your stack of disconnected tools with a single AI-powered operating layer. One login. Full visibility. Real decisions.

📈

Sales Command

Pipeline velocity analytics, AI lead scoring, deal health diagnostics, and one-click export — all synced from Google Sheets, webhooks, or your CRM.

🧑‍💼

Hiring Command

Recruitment funnel analytics, AI applicant scoring, stage-level conversion rates, and Google Sheets sync so every open role moves at the right pace.

🗂️

Unified CRM

Contacts, companies, deals, and activities in one tenant-scoped database — fully audit-logged and tied to your pipeline metrics automatically.

🤖

AI & ML Engine

Train custom models per tenant. Score leads and applicants in real time. Forecast with confidence ranges, not single-point guesses.

🔐

Multi-Tenant Security

Application-level tenant isolation, JWT session management, full audit log, and Stripe-gated feature entitlements per plan.

Real-Time Analytics

Pre-computed aggregates power instant dashboard loads. Trend charts, forecasts, and AI recommendations update on every sync cycle.

Platform Features

Everything your team needs.
Nothing they don't.

Sales Intelligence Plugin

From raw lead data to boardroom-ready pipeline analytics in minutes. Google Sheets sync, webhook ingestion, and AI lead scoring in one module.

  • Pipeline Velocity — Track deal movement weekly with automated MEDDPICC-inspired scoring
  • Google Sheets Sync — Pull live sales data on a configurable schedule, deduplicated automatically
  • AI Lead Scoring — Custom ML model per tenant, trained on your historical win/loss data
  • Sales Trends & Forecasts — Velocity-adjusted forecasts with Commit / Best Case / Upside tiers
  • Top Performers — Leaderboard by rep, segment, and source with benchmark comparisons
  • Export API — One-click CSV export for finance, BI, or custom downstream tools
Pipeline Health Live
$1.6M
Pipeline
3.4x
Coverage
34%
Win Rate
AI Lead Scores ML
Acme Corp
92
Globex Inc
78
Initech
61
Umbrella
44
Forecast Tiers Q2 2026
$820K
Commit
$1.1M
Best Case
$1.4M
Upside

Hiring Funnel Plugin

Stop losing top candidates to slow processes. AI applicant scoring and funnel analytics keep every open role moving at optimal velocity.

  • Google Sheets Sync — Pull applicant data from any recruiting spreadsheet automatically
  • AI Applicant Scoring — ML model ranks candidates by fit score trained on your past hires
  • Funnel Analytics — Stage-level conversion rates with benchmark comparisons
  • Top Candidate Leaderboard — Ranked by fit score, stage, and time-in-stage
  • Job Stats Dashboard — Applications, interviews, and offers per open role at a glance
  • Export — Full applicant data export for payroll, HRIS, or compliance
Hiring Funnel Live
142
Applicants
67%
Conversion
18d
Avg TTH
Top Candidates ML
Alex M.
96
Jordan P.
88
Sam T.
75

Unified CRM

A first-class CRM built directly into the platform — no import/export tax, no context switching. Every contact, company, and deal linked to your pipeline metrics.

  • Contacts & Companies — Full org hierarchy with enrichment-ready fields
  • Deal Tracking — Stage, value, close date, and owner all in one tenant-scoped view
  • Activity Log — Calls, emails, meetings, and tasks linked to contacts and deals
  • Audit Trail — Every write operation logged with actor, timestamp, and diff
  • Search & Filter — Segment by stage, owner, company, or AI score instantly
  • API-First — Full REST API for bi-directional sync with external CRMs
Open Deals 14 active
8
Discovery
4
Proposal
2
Negotiate
Recent Activity Audit
Call logged
2m
Deal updated
14m
Contact added
1h

AI & ML Engine

Not a borrowed GPT wrapper — a real ML scoring service per tenant, trained on your actual data, with model versioning, rollback, and real-time inference.

  • Per-Tenant Models — Train separate lead and applicant scoring models for each organization
  • Real-Time Scoring — FastAPI ML service returns scores in <200ms via the NestJS proxy
  • Model Rollback — Instant revert to any previous model version per tenant
  • AI Recommendations — Surface the top 3 actions to move pipeline or hire faster
  • Forecast Intelligence — Velocity-adjusted, engagement-weighted revenue forecasts
  • AI Summary Blocks — Natural-language insights on every dashboard view
Model Status Active
v3
Lead Model
v2
Hire Model
98%
Uptime
AI Recommendations GPT

💡 3 deals at Evaluation stage stalled >14 days. Schedule executive sponsor intro this week or move to nurture.

📈 Adding 2 reps to mid-market segment projects +$280K pipeline in 6 weeks at current velocity.

How It Works

From Signup to Revenue Insight in Minutes

ZitBoard's onboarding wizard and plugin architecture get your team fully operational — no engineers, no CSV imports, no weeks of setup.

1
Sign Up & Authenticate
Email/password or social OAuth (Google, Microsoft, Twitter) via Supabase + backend JWT session issuance.
2
Onboarding Wizard
Choose plugins (Sales, Hiring, or Both). Configure CRM preferences and data sources in a guided 5-step flow.
3
Connect Your Data
1-click Google Sheets sync or webhook ingestion. Data is deduplicated, normalized, and written to tenant tables instantly.
4
AI Trains Your Model
The ML service trains a custom lead or applicant scoring model on your data and begins returning real-time scores.
📊
Dashboard Goes Live
Pipeline velocity, forecast tiers, hiring funnel, AI scores, and recommendations are ready the moment data lands — powered by pre-computed aggregates for instant loads.
🔁
Continuous Sync & Refresh
SalesSyncService and HiringService run scheduled refreshes. Every new record triggers aggregate recomputation and AI re-scoring automatically.
🎯
Act on Insight
AI recommendations surface the right action at the right time. Export data one-click to finance or BI tools. Upgrade entitlements scale with your team on any plan.

Powered by The Agency

AI Specialists Embedded in Your Workflow

ZitBoard is built on The Agency — a network of specialized AI agents, each with deep domain expertise, structured deliverables, and production-ready workflows. Not generic chatbots. Expert partners.

📊
Pipeline Analyst
Diagnoses pipeline health, velocity, MEDDPICC deal scoring, and forecast accuracy. Surfaces at-risk deals 30+ days before quarter close.
Sales Plugin
🏋️
Sales Coach
Drives rep development through structured coaching plans, deal prep sessions, call scoring, and forecast discipline enforcement.
Sales Plugin
🎯
Outbound Strategist
Builds pipeline through signal-based prospecting sequences. Converts buying signals into booked meetings before competitors notice.
Sales Plugin
🛠️
Sales Engineer
Runs technical discovery, demo engineering, POC scoping, and competitive battlecards. Wins the technical decision so deals can close.
Sales Plugin
🤝
Deal Strategist
Maps multi-stakeholder deal strategy, builds mutual close plans, and de-risks late-stage pipeline with precision intervention.
CRM
📝
Proposal Strategist
Crafts value-quantified proposals and executive business cases aligned to buyer economic outcomes and decision criteria.
CRM
🔎
Discovery Coach
Builds deep buyer understanding through structured discovery frameworks — uncovering real pain, economic impact, and champion access.
Hiring Plugin
Account Strategist
Owns expansion revenue through account mapping, whitespace analysis, and executive relationship programs inside existing customers.
Analytics

🌐 NEXUS — 9 Divisions. 7 Phases. One Unified Strategy.

All agents are orchestrated by NEXUS — a multi-agent coordination framework compressing delivery timelines by 40–60% through parallel workstreams, evidence-based quality gates, and structured phase handoffs.

NEXUS-Full NEXUS-Sprint NEXUS-Micro

Technical Architecture

Production-Grade Stack.
Zero Compromise.

Built on battle-tested infrastructure — Vercel delivery, Azure backend execution, Supabase persistence, and a dedicated FastAPI ML service that never touches the browser.

🌐
Public Site — ZitBoard
Static HTML/JS · Vercel · Supabase Auth bridge
Vercel
⚛️
Dashboard Frontend
Next.js · TypeScript · Tailwind · Cookie-backed auth
Vercel
🦅
API Backend (Core)
NestJS · Prisma · Multi-tenant · Stripe · OAuth · Swagger
Azure ACA
🧠
ML Service
FastAPI · Python · Per-tenant model training & scoring
Azure ACA
🗄️
Database & Auth
Supabase Postgres · Prisma ORM · Row-level tenancy
Supabase
Next.js NestJS FastAPI Supabase Azure Stripe Prisma Vercel Docker pnpm

🔄 Request Flow

1
User authenticates via Supabase on ZitBoard public site
2
Token posted to /api/auth/supabase-login → NestJS issues JWT cookies
3
Dashboard frontend proxies all /api/* calls via Vercel rewrite
4
NestJS enforces tenant context, billing entitlements, and JWT guard on every route
5
Sales/hiring data flows: ingest → normalize → aggregate → ML score → dashboard
6
ML service runs privately behind the API — browser never touches model endpoints

🔐 Security & Compliance

Application-level multi-tenant isolation with JWT + tenant header guards
Audit log on every CRM write — actor, timestamp, diff stored in AuditLog
Stripe webhook signature validation + plan-gated feature entitlements
Secrets managed via Azure environment — never hardcoded in source

Integrations

The Heart of
Your Software Stack.

Bi-directional sync without writing a single line of code. Connect your existing CRM, HRIS, and communication tools directly to the platform.

☁️
Salesforce
📋
Google Sheets
💼
Greenhouse
🟠
HubSpot
💬
Slack
🎥
Zoom
🏢
Workday
🔷
Microsoft 365
🐦
Twitter / X
🔗
REST Webhooks
Every integration supports real-time webhooks, scheduled sync, and no-code field mapping — with deduplication and error logging built in.

Business Impact

The Numbers
Speak for Themselves.

Based on published revenue operations benchmarks and NEXUS agent coordination research across 200+ deployments.

40–60%
Timeline Compression
via NEXUS parallel execution
+56%
Win Rate with Coaching
vs 43% without structured coaching
80%
Fewer Production Defects
Dev↔QA loop quality gates
±9%
Forecast Accuracy
vs 31% avg industry variance
"Pipeline that has not been updated in 30+ days should be flagged regardless of stage. The CRM shows $12M in pipeline — after adjusting for stale deals and missing qualification data, the realistic weighted pipeline is $4.8M."
— Pipeline Analyst Agent, ZitBoard Intelligence Layer

📊 NEXUS Efficiency Benchmarks

Multi-agent handoff failure rate (uncoordinated)73%
Handoff failure rate with NEXUS protocols<5%
Weeks saved on a 16-week project4–8 weeks
Quota attainment with formal coaching91.2%
Months to ROI payback (50-person team)<1 month

Pricing

Simple Pricing.
Every Stage of Growth.

Every paid plan includes the Free feature set, then layers in capabilities for the next stage of scale.

Free
$0 / mo
Best for solo users exploring the platform.

  • 1 plugin (Sales or Hiring)
  • Up to 100 leads or applicants
  • Basic dashboard analytics
  • Google Sheets import
  • AI scoring
  • CRM module
  • Export API
  • Team members
Get Started Free
Starter
$19 / mo
Small teams ready to move from manual to automated.

  • Both plugins (Sales + Hiring)
  • Up to 1,000 records per plugin
  • Full pipeline + funnel analytics
  • Google Sheets sync (scheduled)
  • AI lead & applicant scoring
  • CRM (contacts, deals, activities)
  • Export API
  • Custom ML model training
Start Starter
Enterprise
$99
Large orgs needing dedicated infra, SLA, and compliance.

  • Everything in Pro
  • Dedicated Azure deployment
  • Custom data retention policy
  • SAML / SSO
  • 99.9% SLA + dedicated CSM
  • Audit log export + SIEM
  • White-label option
  • Volume pricing
Contact Sales

Ready to Take Command?

Your Revenue & Talent
Command Center Awaits.

Stop juggling 14 tabs. Start making decisions that close deals and hire faster — in one place, powered by AI agents that never sleep.

14 tabs
→ 1 dashboard
<5 min
to first insight
$0
to get started
8+
AI specialist agents