Introducing Console MCP

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Introducing Console MCP

Read the blog

Book a Demo

Introducing Console MCP

Read the blog

SOLUTIONS · REVOPS

Spend less time on process, more time building pipeline

Console connects your CRM, billing, and productivity tools so your revenue team spends less time on system work and more time enabling the sales team.

Deployed company wide at

Your best people shouldn't be managing requests

Console is a service management platform built for the AI-era that understands your entire organization, auto-resolves issues, and lets teams focus on work that matters.

Requests

Employee requests, events, and scheduled jobs trigger Playbooks

Agents

Agents resolve the task across identity, devices, and apps, knowing when to act and when to escalate

Visibility

Console logs every request, approval and change made by both agents and humans.

Requests

Employee requests, events, and scheduled jobs trigger Playbooks

Agents

Agents resolve the task across identity, devices, and apps, knowing when to act and when to escalate

Visibility

Console logs every request, approval and change made by both agents and humans.

Requests

Employee requests, events, and scheduled jobs trigger Playbooks

Agents

Agents resolve the task across identity, devices, and apps, knowing when to act and when to escalate

Visibility

Console logs every request, approval and change made by both agents and humans.

Console automates deal status requests and territory changes and quote approvals

Console integrates with all of your RevOps systems and understands your company to automate RevOps-related tasks and help RevOps teams keep moving through.

CRM Data Hygiene & Updates

Handle GDPR, CCPA, and other privacy requests end-to-end: verify the requester, collect data across Okta, Google, M365, and connected SaaS, generate the response package, and track against regulatory deadlines.

CRM Data Hygiene & Updates

Deal Desk Support

Look up HubSpot or Salesforce deal details, pull quotes and engagements, or reassign deal owners without the usual back-and-forth with ops.

Deal Desk Support

Look up HubSpot or Salesforce deal details, pull quotes and engagements, or reassign deal owners without the usual back-and-forth with ops.

Contract Management

Create and retrieve contracts in Ironclad, check Coupa statuses, or pull contract details tied to HubSpot deals, cutting manual handoffs between legal and revenue.

Contract Management

Create and retrieve contracts in Ironclad, check Coupa statuses, or pull contract details tied to HubSpot deals, cutting manual handoffs between legal and revenue.

Sales Tool Access Provisioning

Automate access requests for tools like Salesforce, HubSpot, Gong, and Outreach using access policies and approval workflows, so reps get tools fast with proper governance.

Sales Tool Access Provisioning

Automate access requests for tools like Salesforce, HubSpot, Gong, and Outreach using access policies and approval workflows, so reps get tools fast with proper governance.

Call Intelligence & Coaching

Run Salesforce SOQL queries or pull deal signals from Gong to surface pipeline data, deal health, and forecast inputs on demand, no need to build one-off reports.

Call Intelligence & Coaching

Run Salesforce SOQL queries or pull deal signals from Gong to surface pipeline data, deal health, and forecast inputs on demand, no need to build one-off reports.

Pipeline & Forecast Reporting

Pull call summaries, transcripts, and metrics for specific deals or reps, making it easy for managers to review conversations and identify coaching opportunities.

Pipeline & Forecast Reporting

Pull call summaries, transcripts, and metrics for specific deals or reps, making it easy for managers to review conversations and identify coaching opportunities.

Commission & Compensation Questions

Answer rep questions about comp plans, quota attainment, or payment timelines by pulling from knowledge base articles and, where connected, Workday or payroll systems.

Commission & Compensation Questions

Answer rep questions about comp plans, quota attainment, or payment timelines by pulling from knowledge base articles and, where connected, Workday or payroll systems.

New Sales Hire Onboarding

Provision a sales-specific stack, Salesforce access, Gong seat, HubSpot permissions, and a Ramp card in a single onboarding playbook tailored to the revenue org.

New Sales Hire Onboarding

Provision a sales-specific stack, Salesforce access, Gong seat, HubSpot permissions, and a Ramp card in a single onboarding playbook tailored to the revenue org.

Quote-to-Cash Process

Support Help reps navigate CPQ workflows, look up approval statuses, or escalate stuck deals by pulling data from Salesforce, HubSpot quotes, and Coupa/Ariba procurement systems.

Quote-to-Cash Process

Support Help reps navigate CPQ workflows, look up approval statuses, or escalate stuck deals by pulling data from Salesforce, HubSpot quotes, and Coupa/Ariba procurement systems.

Territory & Account Reassignment

Bulk or individual account owner changes in Salesforce, triggered by territory realignments or rep departures.

Territory & Account Reassignment

Bulk or individual account owner changes in Salesforce, triggered by territory realignments or rep departures.

Lead Routing & Enrichment

Triage inbound leads from web forms, events, or referrals: enrich with firmographic data, dedupe against Salesforce or HubSpot, apply routing rules by territory or segment, and assign to the right AE or SDR with a Slack ping.

Lead Routing & Enrichment

Renewal & Churn Risk Alerts

Surface upcoming renewals and at-risk accounts using signals from Salesforce, Gong, and product usage. Console alerts the account owner ahead of renewal dates, opens a renewal opportunity, and routes churn risk to CS leadership.

Renewal & Churn Risk Alerts

INTEGRATIONS

Just-in-time integrations with anything that has an API

Prompt the Assistant to build a connection. Console will research the API docs and build the connection with no code or engineering resources required.

Ask Assistant

Assistant is the AI agent built for Tier 2 work

Assistant is the AI agent built for Tier 2 work. Tell it what to build, ask what's missing, let it surface insights, and delegate requests directly from your Console workspace.