Harmony
Goals

Turn conversations
into outcomes.

Define your goals once. Harmony checks every call against them and fires the action the moment a target is hit. No one logs it by hand. No one chases it.

Trusted by teams at
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How it works

From call to CRM update in three steps.

Set the goal once. Every call after that is checked and acted on, on its own.

Step 01

Define your goals

Create a goal once: name it, set the criteria, and choose how it's tracked. By hand, through an approval flow, or automatically after every call.

Step 02

Harmony evaluates every call

Harmony reads each call against your criteria and decides whether the goal was met, with a confidence score and its reasoning. No human review required.

Step 03

Actions fire when a goal is hit

The moment a goal is met, Harmony updates the CRM, moves the deal, creates the follow-up, or fires a webhook. The outcome of the call becomes the work that follows it.

A worked example

See goals at work.

The goal is set once. Every discovery call is evaluated against it, with a plain-language reason. When it's met, the CRM moves on its own.

Progress at a glance across every call in the period Each evaluation grounded in the exact conversation Actions fire the moment a goal is met, without a human
Goal · Confirm decision-maker
Discovery calls · Q3 · Auto mode
17 / 25 met
Progress68%
Recent calls4 met
Acme · discovery · MorganMet
Beta Labs · demo · TaylorMet
Gamma · intro call · MorganMissed
Delta Co · scoping · AlexMet
Epsilon · kickoff · TaylorMet
On met. Advance HubSpot stage + create taskAuto
Features

Set the target. Harmony measures every call against it.

Six ways to define, evaluate, and act on a goal.

Manual, approval, and auto modes

Choose how each goal is evaluated. Let reps log it themselves, require a manager sign-off, or let Harmony score every call on its own.

Automatic evaluation

Harmony reads the call and decides whether the goal was met, with a confidence score and a plain-language explanation. Fully auditable.

Goal value tracking

Attach a dollar value to each goal and track the revenue impact across your team. Pipeline influenced, goals hit, achievement rate, at a glance.

CRM and webhook automation

When a goal is met, update records in Salesforce or HubSpot, change deal stages, create activities, or fire any external workflow through a webhook.

Custom fields

Extend goals with whatever your workflow needs. Custom attributes per goal type, stored with the standard fields and ready to use in automations.

Team-level reporting

See achievement rates, pending goals, and total goal value by team or by person. Filter by project, contact, or call to find what's driving results.

Grounded in what was said

Every goal evaluation links back to the conversation. No gut feel. Just a clear record of what happened, what was agreed, and what comes next.

Start tracking what matters.

Define your first goal.
See it evaluated on your next call.