Set up and ask in plain words

Set up your pipeline by describing how you sell

Describe how you sell. It drafts your pipeline stages and fields.

"We usually start with an email to see if they're even open to a chat, and if they write back we get them on a quick phone call. If they're interested we book a proper demo with whoever makes the decision, then send over a proposal and follow up until they decide, and once they sign we kick things off with an onboarding call."

Nothing is created until you approve.

Ask for a report in plain words Beta

Ask the chat for a report, or build one by picking fields.

"Open deals by stage and owner, this quarter."

A change you ask for in chat comes back as a draft to approve.

See why your forecast moved

See why this quarter's forecast moved since last week, deal by deal.