Pipeline
Your emails, meetings and conversations update every deal. The agents work out what should happen next and keep deals moving, while you stay in control.
What it does
The signals in your emails and meetings show when a deal moves forward, stalls or needs attention. The agent moves it to the next stage or proposes it, depending on the mode you choose.
Contacted
Meeting booked
Proposal
I moved Altamar Logística to Meeting booked: they accepted Thursday's invite.
Emails, contacts, meetings, files and activity stay connected to each deal. You always have the full context.
Walk into every conversation prepared. See the history, who's attending, the key points and the next steps.
Summary
They want to stop filling the CRM by hand before the team grows.
Objection
They pay for another tool until March.
Next step
Send cases with metrics on Friday.
The agents spot what needs doing, prepare the follow-ups and help every deal have a next step.
See which deals are moving, which need attention and where your deals are getting stuck.
Altamar Logística
Meeting booked
Nexo Living
Contacted
Fintek Pagos
Proposal
Control
Define the stages, the rules and what it takes to move forward.
See what changed, when and what caused it.
Decide what runs on its own and what waits for your approval. Winning or losing is always your call.
Your email, calendar and meetings come in on their own and land on the right contact and deal. With that, the deals agent changes the stage, writes the tasks and sets the next step, or proposes it depending on the mode.
Yes. In Automatic mode they move them on their own and let you know; in Hybrid, the mode they start in, they propose it for you to approve. Winning or losing a deal is always marked by a person.
Yes. You can have several pipelines, each with its own stages, and say what each stage means: the agent uses that meaning to know where each deal goes. You see it as Kanban or a table.
The board flags it: after 3 days without contact it shows “Due soon” and after 7, “Stalled”, in red. Whatever was left pending stays as a task on the deal.
Yes. The deal's history shows every stage change, when it happened and who made it; if it was an agent, its reason too.
Let your agents keep the pipeline moving while you focus on closing deals.
