The assistant reads every open deal, spots the ones going quiet and gives you one clear view of your pipeline.
The assistant does the checking and the counting. You focus on the deals that need you.
Got it. I will read every open deal and tell you which ones need a call.
First, it learns how you track deals.
Tell it what counts as likely, possible and early in your business.
It reads every open deal, so nobody has to update a spreadsheet.
Then it checks every deal for you.
Value, stage and the last time anyone spoke to the customer.
No contact for two weeks? It is flagged before it goes cold.
Likely, possible and early, with a total for each.
To Sales leadership
I will check again on Thursday.Finally, it sends you the summary.
Totals, what moved and what changed since last week.
The ones that matter most today.
When a close date moves, the forecast moves with it.
One number that everyone agrees on.
You ask for the pipeline on Monday and get three different answers.
Quiet deals flagged early, while you can still save them.
Deals go quiet in the list and nobody notices until they are lost.
A clear view that updates itself.
The forecast lives in a spreadsheet that only you understand.
A CRM that stays current, so your week is free for real work.
You spend hours each week chasing reps to update the CRM.
The forecast is updated by hand
The forecast updates itself
Teams quote different numbers
Everyone sees one number
Quiet deals hide in the list
Quiet deals are flagged
Hours go into forecast meetings
Meetings focus on decisions
“Before, sales and finance each had their own number. Now we all look at the same one on Monday morning.”
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