From closed-won to renewal,
on one engine.
Four governed delivery phases, gated sign-offs, and a task inbox fed by Jira, Slack, Gmail and Calendar. Anchor AI watches every signal in between and brings you the ones that need a decision.
Invite-only while we onboard early teams.
Advancing to Build — 0 overrides
One record
Deal, delivery and BAU on the same account — no re-keying at handoff.
Governed, not guessed
Every phase ends in a signed gate with an immutable snapshot.
Reads your stack
Jira, Slack, Gmail, Calendar, Confluence and HubSpot, two-way.
Connects to the tools already in your stack
Four phases. One engine. Every engagement on track.
Definition, Build, Deployment, Closure — then BAU. Gated sign-offs, RACI-assigned tasks, and living documents that snapshot at every gate.
Every implementation. Every phase. One board.
The delivery board shows where each active engagement sits across the four phases — gate readiness, blocker alerts and team capacity, pulled live from Jira, Slack, Gmail and Calendar. Nobody has to ask what phase we're in.
- A phase column for every active engagement
- Gate readiness and sign-off status at a glance
- Long-in-phase and blocker alerts before they bite
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Every task. Every tool. One list.
Jira tickets, Slack threads, Gmail action items and calendar follow-ups land in one inbox — deduplicated and ranked by urgency, due date and stakeholder impact. List, Kanban and timeline views.
- Auto-deduplication across every source
- Bulk actions and drag-to-update
- Every row links back to Jira, Slack or the original email
Scope locked at every gate. Changes tracked after.
Each phase ends with a gate — a signed BID, PID, UAT sign-off or closure report — frozen as an immutable snapshot. Anything that shifts scope afterwards runs the eleven-stage change request workflow, with cost, signature and payment tracked.
- Immutable gate snapshots, one per phase
- Client signature and payment gates on every CR
- Living BID/PID that re-snapshots when scope moves
A pipeline that hands off cleanly.
A visual board for every deal, from first contact to closed-won: contacts, MEDDIC qualification scoring, RFP responses and HubSpot sync. When it closes, the account is already there — delivery starts on the same record.
- Drag-and-drop pipeline with custom stages
- Contact intelligence and stakeholder maps
- RFP responses drafted from your own documents
- HubSpot sync and mutual action plans
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Integrations
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Core modules
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CR workflow stages
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Lifecycle coverage
Working while you focus on the call in front of you.
Anchor AI runs continuously across the whole revenue lifecycle — deals, implementations, meetings and customer health. Four agents surface proposed actions for one-click approval. No prompt engineering.
Deal Watcher
Detects stale deals and stage changes, and drafts the re-engagement message.
Health Monitor
Tracks overdue tasks, budget drift and risk signals across every delivery phase.
Meeting Prep
Compiles open items, risks and context before every calendar meeting.
Post-Call
Turns call recordings into tasks and follow-ups, attributed to the right engagement.
Auto-executes the safe actions. Asks before anything a client would see.
Anchor AI ActivitySend Slack to #meridian-corp
Hey Sarah — just checking in on the proposal we sent last week. Happy to jump on a quick call to answer any questions.
Reports that write themselves. Budgets that track themselves.
Anchor compiles the weekly standup from real activity and tracks every dollar across an implementation — so nobody assembles a spreadsheet on a Friday afternoon again.
Weekly Standup
Auto-generated · Copy to Slack
Closed ACME-142: Calendar sync fix
Merged PR #87: Jira retry logic
ANCH-156: Dashboard redesign (60%)
Acme API integration spec review
ANCH-161: Waiting on API creds
Spent
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Remaining
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One platform, four jobs it does properly.
Sales & business development
Visual pipeline, MEDDIC scoring, stakeholder maps, RFP automation and HubSpot sync.
Learn more
Customer Success
Take the handoff at BAU graduation: portfolio health, renewals, change requests with payment gates.
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Project managers
One task inbox in list, Kanban and timeline views. Smart calendar, analytics, automated standups.
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Engineering teams
Standups from Jira activity, real-time sync, blocker detection, sprint analytics, keyboard-first.
Learn moreUp and running in an afternoon.
No onboarding call, no training programme. Connect the tools you already use and Anchor starts reading them.
- 01
Connect your tools
Jira, Slack, Gmail, Google Calendar and Confluence, over one-click OAuth. Credentials are encrypted at rest.
- 02
Anchor reads them
Tasks are ingested, deduplicated and ranked. Engagements flow through governed phases. Change requests get a formal workflow.
- 03
Ship with the receipts
Live boards, automated standups, budget tracking and gate snapshots keep the whole team — and the client — aligned.
We've been in the trenches. Anchor is the tool we wished existed.
Every feature here came out of real pain — running twenty-plus implementations across Jira, Slack and Gmail while keeping clients happy and the team sane. We built the command centre we couldn't find anywhere else, and then we ran our own delivery on it.
Run your next engagement on Anchor.
Anchor is invite-only while we onboard early teams. Enter your work email — if you're on the list you'll go straight in, and if you're not, we'll add you to the waitlist.
First week
- 01
Connect Jira, Slack and Gmail
One-click OAuth. Nothing is written back until you say so.
- 02
Import your live engagements
Each one lands on the board at its real phase.
- 03
Close your first gate
Signed, snapshotted, and the next phase spawns itself.