Every WhatsApp, Instagram, Telegram, and email conversation becomes a deal in your funnel. Multiple pipelines with momentum, products and line items, when-then automations, Next-Best-Action, and weighted forecast — AI points to the next step, and the agent can execute it, always with your approval.
The view of your funnel
Customizable stages, value totaled per column, and a momentum signal on every deal.
What exists today
No empty promises. Every feature below is live in the product.
Kanban with customizable stages per funnel. Every deal carries a momentum signal — heating up, steady, or cooling off — so you can act before you lose the sale.
Build proposals from a product catalog with quantities and per-item values. Deal value adds up automatically and feeds your forecast.
For every deal, AI reads the conversation and suggests the next concrete action — call, send a proposal, chase the decision-maker — with a ready-to-send message draft.
The agent creates deals and moves stages on its own — always with your approval, and always logged. You decide, it executes.
Visual rules: a stalled deal triggers an alert, a stage change creates a task, a crossed value applies a tag or calls a webhook. No code.
Revenue forecast weighted by each deal's win probability, split into commit, best case, and pipeline categories — per rep.
Conversations from every channel, deals, tasks, campaigns, and notes on a single timeline. Full context in one click.
Every deal keeps its tasks with a date and reminder. No forgotten follow-ups — the next step always stays in view.
How it works
Your support team and the agent create deals in the right pipeline — with contact, channel, and context already filled in.
Next-Best-Action for every deal, with a ready-made draft. The agent can execute it once you approve.
Momentum, tasks, and weighted forecast show you where to focus and how much will close this month.
Our team sets up your pipelines, automations, and agent for you. Request access and start selling with predictability.
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