Apex Revenue

Demo

Montreal, QC · Q3 2026

Demo workspace · Not real CRM data

Documents

Extract proposals, contracts, notes, CRM exports, and email threads into sales records.

Try a sample document

Load a proposal, contract, call note, CRM export, or email thread from the Apex Revenue workspace.

Drop a PDF, CSV, note, or email thread, or browse

  • apex-proposal-cedar-pine-2026-08.pdf

    Quote · Confidence: 93%

    Pending
    Company
    Cedar & Pine Credit Union
    Contact
    Hannah Reid · VP Lending
    Email
    hannah.reid@cedarpine.example
    Opportunity
    Core platform — 120 member-facing seats
    Date
    Aug 11, 2026
    Amount
    $142,000.00
    Records to create
    Company · Contact · Opportunity · Quote
    120-seat proposal plus a 12-week credit-union implementation. Matches Q-2026-041.

  • msa-lumen-grid-redlines-2026-08.pdf

    Contract · Confidence: 81%

    Pending
    Company
    Lumen Grid Energy
    Contact
    Erin Walsh · Director of Commercial Operations
    Email
    erin.walsh@lumengrid.example
    Opportunity
    Commercial ops rollout — West
    Date
    Aug 22, 2026
    Amount
    $118,500.00
    Records to create
    Company · Contact · Opportunity
    MSA redlines from energy counsel. Liability cap and data-residency clauses still open.

  • hubspot-export-q3-2026.csv

    CRM export · Confidence: 76%

    Pending
    Company
    Quartz Analytics
    Contact
    Sonia Kapadia · Head of Revenue Operations
    Email
    sonia.kapadia@quartzanalytics.example
    Opportunity
    Forecasting workspace — 36 seats
    Date
    Aug 29, 2026
    Amount
    $61,200.00
    Records to create
    Company · Contact · Opportunity
    CRM export row. Confirm the company, then open as a qualified opportunity.

  • call-notes-pixelforge-2026-08-21.md

    Note · Confidence: 88%

    Pending
    Company
    PixelForge Studios
    Contact
    Olivier Côté · Managing Partner
    Email
    olivier.cote@pixelforge.example
    Opportunity
    Studio-wide licenses — 48 seats
    Date
    Aug 21, 2026
    Amount
    $54,000.00
    Records to create
    Company · Contact · Activity
    Olivier wants autumn pricing before the partner summit. Studio-wide seat count is 48.

  • email-thread-beacon-matter-2026-08-28.eml

    Email · Confidence: 91%

    Pending
    Company
    Beacon Legal LLP
    Contact
    Claire Fontaine · Managing Partner
    Email
    claire.fontaine@beaconlegal.example
    Opportunity
    Matter intake workflow
    Date
    Aug 28, 2026
    Amount
    $39,600.00
    Records to create
    Company · Contact · Activity
    Email thread on matter-intake timing. Claire asked for a September discovery with practice chairs.