Sales
A pipeline that tells the truth.
Every deal with a real next step, a real close date, and the gaps named out loud.
Before
A CRM everyone updates the night before the forecast call.
After
Stages, next steps and scorecards moved by the evidence, with HubSpot kept in sync.
What it does
- See the pipeline. Stage, amount, weighted forecast, health and why, what's stalling, what has no next step.
- Log the touches. Mail, calls, meetings and chats swept onto the right account and deal.
- Fill the scorecard. MEDDICC gaps surfaced, filled from what was actually said, and flagged where thin.
- Brief before the call. Account, people and roles, open loops, product readiness, the questions still unanswered.
- Sync HubSpot. Two-way, with conflicts shown and every push gated.
- Draft the weekly review. Forecast, what moved, what needs attention, asks.
Pipeline
Stalling
Northwind · renewal17 days since last touch. No next step set.
Gap
Cordell Group · expansionMEDDICC: economic buyer unidentified.
Moving
Halden · new logoChampion confirmed. Close date held.
Illustration. Product screenshots land here before launch.
Never
Marks a deal won or lost, or pushes to HubSpot, without you.
Give it a week. It'll know your job.
Private beta is open to a small group of operators. Tell us what you run and we'll get you in.
Get early access