Leave blank to create a new organisation (you'll become Super Admin)
This shapes your daily coaching and task framing
Good morning.
📅 Checking calendar…
Today's tasks
✦ Tasks
⚡ Issues
★ Wins
○ Misses
Your tasks for today
Minimum 25 characters
Minimum 25 characters
Minimum 25 characters
Pipeline Intelligence
Verified · Partial · AI-extracted · Region & product breakdown
Filter:
Day at a glance
✦ Claude's review
Hit Refresh for Claude's take on your day.
Tomorrow's focus →
Prevent issues →
Motivate me →
✦ SAM Brief
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Connect Gmail or Outlook to see signals
Actions
⚡
Run "Scan channels" to see signals
Scans Gmail · Calendar · Sequences · Notetaker
✅ Account Coverage
🎯 Intent vs Reality
What you logged vs what actually happened
⚡ SAM Digest Report
Sends Intent vs Reality summary to manager + all reps
Period:
From:To:
Send to:
Until domain is verified in Resend, only send to your own verified email address
⚡ Account Search — Team
Period:
Viewing date:
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Period:
From:To:
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Account Intelligence
Product & pricing signals extracted from meeting notes · Named accounts only
Click ↻ Refresh to extract intelligence from your named account meeting notes
Organisation
Org code
Share this with new members. They paste it during sign-up to join your org.
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People
Assign roles to your team members.
⏳
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Rep Accounts
Assign accounts to each rep. Coverage checks will run against these accounts only.
Manager teams
Assign members to managers.
⏳
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ICP — Ideal Customer Profile
ICP definition Saved
Describe your ideal customer in plain English. SAM uses this to score every account 0–100 on ICP fit. Be specific — industry, size, geography, use case, buying signals.
Example: "FMCG companies in Middle East and Africa with 300+ modern trade outlets, distribution-heavy operations, annual revenue $50M+, actively digitising their field sales teams."
Account
Workspace
Accounts you're working — used for Coverage & signal tracking
No habits configured yet. Tap "Edit habits" to set up recurring activities.
Connections
Connect a contact enrichment provider to auto-populate stakeholder names, titles and LinkedIn profiles from your pipeline accounts. Your personal key overrides the org-wide key.
Ap
Apollo.io
Not connected
Lu
Lusha
Not connected
Hu
Hunter.io
Not connected
Connect SamoraTrack to Claude, ChatGPT or Gemini. The AI fetches your live data — you just ask questions in the native chat.
⭐ Easiest — Claude Teams/Enterprise
Admin adds the server once in Claude admin panel. Entire team gets SamoraTrack in Claude automatically — no individual setup, no config, nothing.
Claude.ai → Settings → Connectors → Add connector → name it Samora → paste URL:
→ Ask Claude: "What is going wrong with my pipeline?" "Which rep needs coaching?" "Analyse last week's intent vs reality"
🟣 Claude Desktop (individual setup)
One-time config — copy → paste → restart Claude. Then ask anything in the native Claude chat.
Claude Desktop — automatic installer:
🌐 Claude.ai browser (Pro / Teams / Enterprise)
No Desktop app needed. Works entirely in the browser — same live data, same AI analysis.
claude.ai → Settings → Connectors → Add connector → name it Samora → paste this URL:
⚠ Requires Claude Pro, Teams or Enterprise plan · Free tier does not support integrations
🟢 ChatGPT (Custom GPT)
Admin creates one GPT with SamoraTrack connected. Share the GPT link — team clicks, uses instantly. Native ChatGPT chat, live data.
🔵 Gemini (Gem)
Create a Gem with SamoraTrack built in. Share the Gem link — native Gemini chat with live pipeline access.
Not connected
Connect to enable Coverage verification, IVR, calendar sync and SAM Brief
Connect your personal meeting recorder for direct transcript import and richer call signals.
No notetaker connected
Get push alerts on this device for deal risks, coaching nudges and your weekly account check — even when SamoraTrack is closed.
Adjust how health score is calculated for your sales context. Weights must add up to 100. Higher weight = more influence on the score.
Signal score (email/meeting activity)
%
MEDDPICC completeness
%
Stakeholder recency
%
Champion identified
%
Close date proximity
%
Total: 100%
Notification rules
Choose which push notifications your organisation sends, and when. These apply org wide; each person still controls whether their own device receives them (You tab).
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Enrichment providers — org-wide
API keys set here apply to all reps. Individual reps can override with their own keys in the You tab. Keys are stored encrypted — never visible after saving.
Ap
Apollo.io
270M contacts · best APAC/MENA coverage
Not connected
Lu
Lusha
Highest email accuracy · strong EMEA
Not connected
Hu
Hunter.io
Domain email search · best fallback
Not connected
Task Templates
Add to your template
Minimum 25 characters
Saved tasks
↗ Carry Forward
Carry to which day?
Reason for carrying forward (optional)
Mark as done?
This replaces CRM updates — your outcome becomes a verified signal.