Every deal and account, with a sales agent beside it.
Build a pipeline or account tool by asking, in any industry, and it comes with a Pipeline Management Agent or an Account Management Agent. Briefings before the call, follow-ups after it, a next best action and a plan for every relationship, and a forecast you can explain. Your team keeps every decision.
Open a record and everything you need is beside it.
Last meeting summary
Add call or meeting notes and get the summary, decisions and next steps, kept with the record.
Next best action
One clear recommendation for what to do next, and why, from the record, its contacts and its history.
Action plan
Tasks with owners and due dates. Hand a task to the agent and it drafts the email, the document or the update for you.
Twenty-two things it does on a deal, an account or the whole pipeline.
The numbers, such as momentum, forecast and win rates, are calculated from your own records. Claude writes the words around them.
On one deal or account
- Deal or account briefing before the next conversation
- A personal sales email, a meeting follow-up or a meeting request with three times
- Review my deal or account health: strengths, risks, gaps
- Momentum and sales signals: going quiet, slipping, growing, at risk
- Similar deals or accounts, and how they ended
- Key contacts and their roles: decision maker, champion, blocker
- Every interaction and past collaboration with the organization
- Product pricing that fits, labels in one click, and to-dos
Across the pipeline
- Review my day: overdue steps, closing soon, gone quiet, new
- Prioritize by value, likelihood, urgency and last touch
- Forecast guidance: commit, best case and what would change it
- Every sales signal, most important first
- Call explorer: ask across every meeting, such as "who mentioned pricing?"
- Cadence discovery: how often won deals were touched versus lost ones
- Sales analytics: pipeline by stage and owner, win rate, deal size, ageing
Prospecting and data cleanup, by the same agent.
Find prospects
The agent researches the web for companies that fit, and adds them to a review list with sources. A person decides what joins the pipeline.
Fix the data
It finds duplicates, fills gaps and corrects fields in one bulk change you can review before it applies.
Keep it current
After each meeting it updates the record with what was decided, so the pipeline shows what is really happening.
Promise dates the plant can keep.
Your pipeline lives next to your production tracker, inventory and purchase orders in the same workspace, so the people who sell and the people who make can see the same picture. Bring the sales agent into the production tracker and it can check what the plant has committed before you commit to the customer.
Emails wait for you
The agent drafts. Emails and meeting requests go out only when a person approves or sends them.
Partners, clients, donors, tenants
Pipelines and accounts look different in every business. The agent works with your fields, stages and words.
Built on your records
Nothing is guessed: every number is calculated from the records in your workspace.
Bring your pipeline. See the agent work on it.
Start with a spreadsheet of deals or accounts. We'll build the tool and switch on the agent in the walkthrough.