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Your sales pipeline, built from Gmail. See what needs attention, check the source and review follow-up drafts before sending.
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Gmail · Calendar · CRM CSV imports
Tuesday 12 August
Morning, Sam.
Acme Ltd is out of step with the deals you won
Only one person from their side has written here. In the 8 deals you won there were usually 3.
You promised Castille revised terms by Friday
Less admin. More time to sell.
Pipeline from email
Deal values, next steps and promises gathered from your connected Gmail.
Know what needs attention
Spot quiet deals and follow-up promises in one shortlist.
Replies ready for you
Review and send follow-up drafts in the existing thread.
Learn from your won deals
Compare open deals with your workspace’s history.
Illustrative example
“Only one person from their side has written here. In the 8 deals you won there were usually 3.”
See where a fact came from
Open the source message behind a deal value, promise or next step.
What it is worth
$24,000
“We’re happy with the $24k figure, I just need David to approve it.”
sarah.chen@acme.invalid · 9 Aug · Re: Acme Q3 rollout
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