Deal stage upkeep
“As deals move, create them, shift them between stages, and keep the next action and close date current.”
A pipeline that reflects this week, not last month.
CRM
A pipeline that updates itself.
Tell an agent what happened on a call or in a reply. It creates the deal, moves the stage, adds the follow-up and books the meeting, then shows you exactly what changed.
- Deals created and moved through your pipeline stages
- Tasks with a type, priority and due date, attached to the deal
- Appointments booked and rescheduled, with clashes caught
- A receipt linking every record it touched
Tools
create_dealmove_deal_stagebook_appointmentPipeline assistant
gpt-5.2
Northside Dental wants a demo. Add a deal for them, move Harbor Physio to Proposal, and book Northside a call on Thursday at 10.
create_dealNorthside Dental · $4,800 · Qualificationqueued
move_deal_stageHarbor Physio → Proposalqueued
create_taskSend demo agenda · due Wed · Highqueued
book_appointmentThu 10:00 · 30 min · Northside Dentalqueued
Capabilities
The CRM chores, handled in a sentence
Deals, tasks, appointments and leads stay current because keeping them current is no longer your job.
Deals that move
Create deals with an amount and close date, and move them from Prospecting through Qualification, Proposal and Negotiation to Closing.
create_deal · move_deal_stage
Tasks tied to deals
Calls, emails, meetings and follow-ups with a priority and due date, attached to the deal they belong to.
create_task · complete_task
Appointments booked
Book, list and reschedule appointments with the lead attached, and catch clashes before they happen.
book_appointment · reschedule_appointment
Leads kept current
Lead statuses and record details are updated as conversations move on, not at the end of the quarter.
update_lead_status · update_record
Clean records
Duplicate leads are found and merged so every contact has one history.
find_duplicates · merge_duplicates
Pipeline at a glance
Ask where things stand and get deal counts and value per stage in plain language.
pipeline_summary · list_deals
How it works
Say what happened. The records follow.
No forms and no dragging cards between columns.
Step 1
Tell it what happened
Paste a reply, sum up a call or list what needs to move. Plain language is enough.
Step 2
The agent updates the records
It creates and moves deals, adds tasks and books appointments using the same CRM you see in Records.
Step 3
Check the receipt
Every deal, task and appointment it touched is listed under the reply and links to its Records page.
Use cases
CRM work agents already do
From the idea library in the app: send one as it is or make it yours.
Stalled deal review
“Every Monday, flag the deals that haven't moved in two weeks and tell me what the next step on each should be.”
A short Monday list of stuck deals, each with a suggested next step.
Warm reply to deal
“When a prospect replies with interest, create the deal, set its stage, and put the follow-up task on my calendar.”
Interest turns into a deal and a task before it has time to cool off.
Pre-call briefings
“An hour before a meeting, summarise everything we've sent that contact and everything they've done since.”
Walk into every call knowing what they've seen and what they said.
Pricing
Pay once. Keep your agents working.
Lifetime licences instead of subscriptions. Start free, upgrade when your agents need more room.
LifetimeOne-time payment
Free Forever
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- 10 WhatsApp campaigns
- 10 SMS campaigns
- 1 funnel campaigns
- 500 AI tokens
- 25 lead searches
- 5,000 email campaigns
- 1,000 WhatsApp campaigns
- 1,000 SMS campaigns
- 10 funnel campaigns
- 10,000 AI tokens
- 1,000 lead searches
- Remove branding
- Everything in Free Forever
Business
Most popularFor growing businesses and power users.
$129once
One-time payment · lifetime access
Claim lifetime deal- 25,000 email campaigns
- 10,000 WhatsApp campaigns
- 10,000 SMS campaigns
- 50 funnel campaigns
- 50,000 AI tokens
- 15,000 lead searches
- Remove branding
- Everything in Solo
- 60,000 email campaigns
- 25,000 WhatsApp campaigns
- 25,000 SMS campaigns
- Unlimited funnel campaigns
- 100,000 AI tokens
- 60,000 lead searches
- Remove branding
- Everything in Business
- One-time payment, no renewals
- Future updates included
- Your own sending accounts and keys
FAQ
CRM, answered
Can't find what you need? Talk to us
The CRM built into your workspace: lists, leads, companies, deals, tasks and appointments. Everything the agent changes shows up in Records.
Stop updating the CRM by hand.
Tell your agent what happened. It keeps deals, tasks and appointments current and shows its work.
- Free forever plan
- No credit card required
- Lifetime deals, no renewals