Manage your pipeline through conversation
Update deals, research accounts, draft follow-ups, and keep your CRM accurate — all without clicking into Salesforce or HubSpot.
How's our Q1 pipeline looking? Anything at risk?
Queried Salesforce, analyzed 5 open deals
| Deal | Account | Stage | Amount | Close | Prob |
|---|---|---|---|---|---|
| Enterprise Expansion | Meridian Health | Negotiation | $142K | Mar 18 | 80% |
| Platform Rollout | Torchlight Systems | Proposal Sent | $98.5K | Mar 24 | 55% |
| Annual Renewal | Castleford Inc. | Contract Review | $76K | Mar 14 | 90% |
| New Logo — Fintech | Vantage Capital | Discovery | $210K | Mar 28 | 25% |
| SMB Bundle | Oaktree Retail | Demo Scheduled | $31.2K | Mar 31 | 40% |
Total Pipeline: $557.7K | Weighted: $321K ⚠ Vantage Capital ($210K) — still in Discovery with 17 days to close. No activity in 8 days. ⚠ Torchlight ($98.5K) — proposal sent 12 days ago, no response.
Draft a follow-up to Torchlight about the SSO question from the demo.
Created draft in Gmail
Done — draft saved. I referenced the SSO/SAML requirement from the demo and offered to walk through a phased pricing structure. Review it in your Drafts whenever you're ready. Want me to also log a follow-up task in HubSpot?
Benefits
Your CRM, without the clicking
Everything you do in Salesforce or HubSpot — deal updates, contact research, activity logging — now happens through conversation.
Get a real-time read on your pipeline
Ask about deal stages, at-risk opportunities, or revenue forecasts in plain language and get instant answers pulled straight from your CRM.
Research prospects without tab-switching
The agent pulls company data, recent news, funding history, and contact details from multiple sources so you walk into every conversation prepared.
Keep your CRM accurate without the busywork
Update deal stages, log activities, create new contacts, and schedule follow-ups through conversation — no more manual data entry after every call.
Draft follow-ups in seconds
The agent reads your deal context, call notes, and email history to draft personalized follow-ups that reference the right details.
Integrations
Connects to the tools you already use.
The CRM agent reads from and writes to your existing stack — Salesforce, HubSpot, Slack, Gmail, and more. No migration, no new tabs.
Example prompts
Ask it like you'd ask an SDR
“What deals are closing this month and which ones are at risk?”
“Research Torchlight Systems before my call tomorrow — what should I know?”
“Move the Vantage Capital deal to Negotiation and log that we sent the contract”
“Draft a follow-up email to Derek referencing the SSO question from our last demo”
Stop clicking through your CRM.
Update deals, research accounts, and draft follow-ups — all through conversation.