One Interface for your Revenue Stack
Stop tab-switching. Pelican brings all your tools into one conversational command center.
Stop tab-switching. Pelican brings all your tools into one conversational command center.
Unlike AI tools that forget everything after each session, Pelican builds persistent memory of your business. It starts with an onboarding interview and keeps learning as you work.
Onboarding Interview
Continuous Learning
Tell Pelican once that ICP_Tier__c means "ICP Tier" and it remembers forever. Preferences are stored automatically.
The biggest problem with AI tools? You have to know what to ask. Most RevOps teams don't even know what's possible—they don't know they can verify ICP geography for 5,000 leads in 30 seconds, so they never ask.
Pelican solves this by showing you a home screen full of suggestions the moment you open it. Based on what it knows about your stack, your data quality issues, and RevOps best practices, it surfaces things you could do—without you having to think of them first.
Data Quality Issue
340 contacts in Q1 sequence missing location data
Weekly Pipeline Review
Run your Monday morning deal check automatically
Pattern Detected
You run ICP validation after every sequence import
Stale Deals Alert
12 enterprise deals with no activity in 14+ days
Suggestions appear during onboarding (heavily), when Pelican finds issues relevant to your current work, and periodically in the home screen grid. Not constant nagging—contextual and useful.
Execute complex multi-platform workflows in seconds. No more CSV exports, VLOOKUPs, or manual data entry.
"Find all VP-level contacts at SaaS companies in our closed-lost pile from last year, enrich them with LeadMagic, and add them to the 'Q1 Re-engagement' sequence in Outreach."
"Identify accounts with renewal dates in 90 days, check their support ticket volume, and if high, flag them as 'At Risk' and Slack the CS lead."
> Find accounts in 'NY' with > 100 employees, enrich with Apollo, sync to HubSpot.
1. SELECT * FROM Account WHERE BillingState = 'NY' AND Employees > 100
2. APOLLO.ENRICH(accounts)
3. HUBSPOT.UPSERT(accounts)
Done. 14 accounts synced. View Log
Connect once, query anywhere. Pelican handles authentication and API differences so you can focus on the data.
| Platform | Auth Type |
|---|---|
| Salesforce | OAuth via CLI |
| HubSpot | Private App Token |
| Apollo | API Key |
| Outreach | OAuth 2.0 |
| Slack | Bot Token |
Turn any successful query into a recurring job. Functions run on schedule and report to Slack.
Weekly Pipeline Check
Mondays 8am - Slack #sales-team
Stale Enterprise Deals
Daily - Alert when 7+ days dark
ICP Validation
On new sequence enrollments
Hit the microphone button and talk. Pelican listens to your post-meeting brain dump and populates the right fields in Salesforce.
"Just got off the call with Acme. They loved the demo but budget is tight. Decision maker is Sarah, VP of Engineering. Moving to Proposal stage, close date around the 15th. Deal size $45k."
UPDATE Opportunity SET
StageName = 'Proposal', CloseDate = '2025-02-15',
Amount = 45000, NextStep = 'Follow up with Sarah (VP Eng)'
Pelican is designed to prevent the "oh shit" moment when AI does something destructive.
Confidence Levels
Bulk Operation Preview
About to update 340 contacts:
- Set Status = "Disqualified"
Type CONFIRM to proceed
Local-first application with inherited permissions. Your data stays yours.
API keys stored locally in ~/.pelican/config.json
Credentials are never sent to our servers
Built on the battle-tested VS Code architecture
Permission Inheritance
Each user authenticates with their own OAuth. Pelican inherits their Salesforce permission set.