Watch your pipeline
Each morning it reads your pipeline and the email around it, then tells you which deals went quiet, which moved and which need you today.
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# general
# team
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# sales
Apps
Concrete
# sales
ConcreteAPP8:00 AM
- HubSpot: 23 open deals, $214k
- moved: Northwind to negotiation
- quiet: Fieldstone, no reply in 12 days
3 checks
Fieldstone has gone quiet and their close date is Friday. Want a check-in drafted for Lee?
What it does
- 1
Reads deals and activity in your CRM
- 2
Checks the latest email with each account
- 3
Flags deals with no next step
Works with
- HubSpot
- Salesforce
- Pipedrive
- Gmail
Asks first. Anything that changes a record or reaches a customer waits for your yes in Slack.
More it can take on
- Sales
Update your CRM from Slack
Say it in Slack and it prepares the CRM update for you to approve. - Sales
Run the deal-won handoff
A deal closes: CRM updated, handoff written, the team told, kickoff booked, welcome drafted. - Marketing
Track your competitors
Watches your competitors all week and posts what they shipped, changed and announced, every Monday.