A pipeline only works if someone keeps it updated — and that someone is always too busy. This automation captures leads, scores them, and moves them through stages on its own, so a small sales team works the right deals without manual data entry. Connect your intake and it runs.
What's Included
- Lead scoring: an custom AI agents ranks each lead by fit and engagement.
- Stage movement: leads advance as they hit milestones.
- Follow-up alerts: triggers nudge you before deals go cold.
- Connected records: companies, contacts, and deals tied together.
- Forecast view: likely revenue this month in board, calendar, and table views.
How To Use
- Clone the pipeline and connect your lead intake.
- Tell the scoring custom AI agents your ideal customer.
- Turn on follow-up triggers.
- Work the top-scored leads first.
- Keep a clean pipeline without the busywork.
See CRM systems in the Community Gallery or open the CRM agents page.