Deals

A living sales pipeline that your agent works alongside you — finding, chasing and closing opportunities.

Deals is a CRM-style pipeline with a kanban board, built for anyone driving revenue: sales people, account managers and founders chasing the next win.

What you can do

  • Track opportunities through pipeline stages on a drag-and-drop kanban board, or as a list.
  • Run more than one pipeline, each with its own stages, win probabilities and currency.
  • Attach key contacts, log calls, emails, meetings and notes against every deal.
  • See a pipeline overview — total, weighted and won value by stage.
  • Report on pipeline, sales performance, deal aging and outreach, exportable to CSV or PDF.
  • Use Deal Finder to scrape qualified prospects into a pipeline against a brief and budget you set.
  • Run the Call Center for governed agentic and human outbound calling, with live transcripts, objection handling and a pronunciation library.
  • Launch Reachout email campaigns that personalise and follow up on a slice of your pipeline.

How to use it

An administrator switches Deals on from Settings → Apps. It then appears in your navigation, with Deal Finder, Call Center and Reachout alongside it.

Create a deal whenever an opportunity appears, then move it through your stages as it progresses — the weighted value updates as you go. Tune your stages and win probabilities in pipeline settings so the forecast reflects how you actually sell. When you want more volume, point Deal Finder at a target audience; when you want to nurture, hand a stage to Reachout or the Call Center and let the agent work it within the budget and rules you've set.

Working with your agent

You describe the outcome and your agent moves deals, drafts follow-ups and watches for replies — but only ever proposes stage moves for you to approve.

You:    "Chase every deal in Negotiation that hasn't replied in a week"
Agent:  Sends a personalised follow-up to each and schedules the next nudge.

How it fits

Deals draw their people from Contacts, send and read mail through your Inbox, and book follow-ups on your Calendar. Your agent ties it together — finding leads, nurturing them, and keeping the board honest.

Tip. Set a realistic win probability on each stage — it's what turns your pipeline overview from a list into a reliable forecast.