01
Email
Call
CRM
BillingCollect
Reads every deal, call, email and CRM change in the period.
Reporting
Pipeline reviews that write themselves
The weekly pipeline review, the forecast and what moved, written from the calls and email behind every deal and sent before the meeting starts.
How it works
EmailCallCRMBilling02
Committed ▲ $14.4kcall · “the GM signed”
call · “the GM signed”Explain
Links each change in the numbers to the call or email behind it.
03
Pipeline review
Write
Writes the review, the forecast and what moved, on your schedule.
04
#revenue · Mon 07:00Leadership · emailDeliver
Posts it to Slack or email before the meeting starts.
Use cases
See what moved and why
Stage changes, new stakeholders and deals that went quiet, on the board with the reason attached.
What customers ask for, ranked
Requests and complaints from every call grouped into themes, with the accounts and revenue behind each.
Ask the numbers anything
Why the forecast moved, which deals slipped, where the risk sits, answered with the evidence.
“Monday's pipeline review used to take my Sunday. Now it's in the channel at seven, and every number says where it came from.”
Every account on one record you can trust
Connect your CRM and your inbox, and the account record builds itself from the last 12 months.