Your counter. Your outside reps. One book.
See it on your house in 25 minutes — Rove researches accounts and updates the book only after you confirm.
Palmetto Supply Co.
Palmetto Supply Co. is an owner-operated plumbing and electrical house in Charleston — about 80 people, a working counter, and outside reps who still know the book. The owner opens a spreadsheet every morning. A new contractor account, a 7am will-call rush, and a job-site visit are the live motion, not a funding round.
- Founded
- 1998
- Owner
- Dale Harlow
- Headquarters
- Charleston, SC
- Employees
- ~80
- Revenue est.
- $28M
- Ownership
- Owner-operated
- Industry
- Wholesale plumbing / electrical
- Website
- palmettosupply.example
- account
New contractor house account — Lowcountry Mechanical opened a will-call ticket this morning
- will-call
Will-call rush: 14 picks before 7am for a downtown Charleston rough-in
- job-site
Outside sales on-site at a Mt. Pleasant multifamily job — quote follow-up due today
- ops
Owner still opens the book of business in a spreadsheet every morning
- Trade desk
Palmetto Supply opened a second Charleston counter window for morning will-call.
2h - Local note
Lowcountry Mechanical named Palmetto a primary house for plumbing rough-ins.
1d - Trade journal
Carolinas plumbing-electrical houses tightening same-day will-call SLAs.
3d
Subject
25 minutes at the counter?
Hi Dale — I caught the Lowcountry Mechanical will-call this morning. Most owner-operated houses still keep the book in a spreadsheet the GM opens every day. Worth 25 minutes at the counter to see how ClearRove logs the visit and waits for you to confirm before it writes?
Palmetto and Marcus are a fictional house and contractor — the story, not a sales-area claim.
An analyst on every account.
Grounded on public sources and your own workspace. Every brief comes with a confidence score.
AI Research Analyst
Building an account brief for Palmetto Supply Co.
- Researching public sources
- Analyzing recent signals
- Finding buying triggers
- Generating recommendations
Palmetto Supply Co. is an owner-operated wholesale house — counter plus outside reps, one book of business the GM still opens in a spreadsheet. The live motion is contractor accounts, morning will-call rushes, and job-site visits, not a funding round or a new market launch.
- Book of business lives in a spreadsheet the owner opens daily
- Counter and outside reps do not see the same account history
- Will-call rushes and job-site visits never land in the CRM
- Spreadsheet + email + paper will-call tickets
- A generic CRM they tried once and abandoned
- One book for the counter and the outside reps
- Debrief a 25-minute counter visit in one message
- Confirm-before-write so the owner stays in control
- Who opens the book every morning?
- How do will-call rushes get logged today?
- What happens after Tyler's job-site visits?
Palmetto and Marcus are a fictional house and contractor — the story, not a sales-area claim.
A pipeline that tells you what to do next.
Deal health, stalled accounts, and a ranked next hour. Open the book and see where the morning goes — after you confirm the writes Rove proposes.
Pipeline value
$95k
Weighted
$48k
Σ value × prob
Forecast
$31k
Closing
4
this month
Avg age
9d
Win rate
41%
last 90 days
AI priorities today
Palmetto Supply owner touch is 6d idle · Pee Dee Pipe waiting on a counter follow-up · Catawba Electric intro still open
$12k
Edisto Wholesale
Counter leave-behind
First counter visit
Catawba Electric Supply
Starter house workspace
Send counter leave-behind
$35k
Pee Dee Pipe & Valve
Scale workspace
Sit with outside sales after the counter
Owner and counter lead both engaged this week
Sandhills Counter Co.
Growth eval
Confirm who opens the book each morning
$12k
Waccamaw Wholesale
Outside-rep seats
Walk one will-call ticket in the workspace
Deal velocity above stage median
$18k
Palmetto Supply Co.
Counter + outside-rep workspace
Owner wants to see confirm-before-write again
No owner touch in 6 days · slipping
Santee Building Supply
Starter house
Counter demo recap
$18k
Ashley River Electric
Growth workspace
Cooper River Pipe
Starter house
Palmetto and Marcus are a fictional house and contractor — the story, not a sales-area claim.
Every debrief updates your CRM — after you confirm.
Debrief a call in one message. Rove drafts the summary, next steps, and field updates. You approve, edit, or cancel before anything lands on the record.
Palmetto Supply Co. · Counter demo
AI summary
25-minute counter demo with Dale (owner/GM) and Maya (counter lead). They walked a will-call rush and a job-site follow-up. Dale wants one book of business without anyone typing after the counter closes. Confirm-before-write was the yes. Next: ride-along with Tyler.
Action items · proposed
- 1Task created
Send the recap and Growth workspace notes to Dale.
Riley Boone · You
- 2Task created
Walk one will-call ticket in the workspace with Riley.
Maya Ellison · Palmetto Supply
- 3Task created
Ride-along Thursday — log the Mt. Pleasant job-site visit.
Tyler Grant · Palmetto Supply
Next steps
- Counter follow-up · Thu Feb 22 · 25 min
- Outside-sales ride-along · Tue Feb 27 · 45 min
- Owner review of confirm-before-write · Fri Mar 01 · 20 min
Palmetto and Marcus are a fictional house and contractor — the story, not a sales-area claim.
Everything your sales team needs. Nothing to stitch together.
Companies, contacts, pipeline, activities, and Rove in one workspace. Counter and outside book, same record — nothing to stitch after the counter closes.
Fictional demo workspace — not customer traction
Palmetto and Marcus are a fictional house and contractor — the story, not a sales-area claim.
Companies
386
12 contractor accounts this week
Contacts
920
Counter + outside reps verified
Pipeline
$95k
4 closing this month
Activities
41
This week · will-call + job-site
Research
6
Briefs generated today
Tasks
11
Auto-created from counter demos
Calendar
5
Counter visits in the next 5 days
AI Assistant
24/7
Ask anything · ⌘K
What's included.
- Companies and people
- Enriched company profiles with verified decision makers, org context, and buying signals grounded on public sources.
- AI research analyst
- Every account gets an ongoing brief — contractor activity, will-call rushes, job-site visits, competitors, risks, and opportunities.
- Outreach generator
- Email, LinkedIn, phone, follow-up, voicemail, and agendas — written in your voice with your account context.
- Intelligent pipeline
- Deal health, next-step suggestions, and an AI priority list so reps always know where to spend the next hour.
- Meeting intelligence
- Every debrief becomes a summary and action items, with CRM field updates proposed for your confirmation.
- One workspace
- Companies, contacts, pipeline, activities, calendar, tasks, and AI assistant — nothing to stitch together.
Why teams choose an AI-native CRM platform
Most CRMs charge a data entry tax. Reps finish a call, then spend the next ten minutes retyping what happened into fields nobody reads. The record is always a little stale, forecasts are built on it anyway, and the team quietly stops trusting the system it pays for.
The usual fix is more tools: an enrichment vendor for firmographics, a note-taker for calls, a research tab for account context, a sequencer for outreach. Each one is fine on its own. Together they scatter the story of an account across five products and leave the CRM as the least accurate place to look.
An AI-native CRM collapses that stack. ClearRove keeps companies, contacts, pipeline, and activities in one workspace, and Rove does the work in between: account research with sources, decision-maker context, meeting intelligence, and the CRM updates that follow. Sales intelligence stops being a separate subscription and becomes how the record stays current.
ClearRove platform capabilities
Account intelligence
- Every company gets an ongoing brief grounded on public sources and your own workspace history. Contractor accounts, will-call rushes, job-site visits, and risk signals arrive with citations and a confidence score so you can judge the evidence yourself.
Decision makers & contacts
- ClearRove maps the people who actually decide: economic buyer, champion, technical evaluator, and blockers. Each contact carries role reasoning and the evidence behind it, so you know who to reach and what to say.
Rove AI assistant
- Rove is the AI teammate inside the CRM. Ask it questions in plain English, debrief a call in one message, and it logs the activity, moves the deal, creates the tasks, and drafts the follow-up.
Pipeline & next best action
- Deal health, stalled-deal detection, and a ranked priority list replace pipeline hygiene meetings. Reps open ClearRove and see the next hour's work rather than a grid of stale fields.
Meeting intelligence
- Debrief a call in one message and Rove drafts the summary and action items. The parts that belong in the CRM — next steps, stage, competitors, timing — are proposed on the record for you to confirm, instead of sitting in a separate note-taker.
Trust & control
- Rove confirms before it writes. Every change is shown first, logged in one action trail, and reversible. Workspace data never trains anyone else's model, and row-level security applies on every table.
Common questions
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