Pipeline bot
Tracks new business, renewal dates, upsell moments, proposal follow-up, and accounts that need founder attention.
For agencies where sales, proposals, client context, delivery notes, scope, reporting, and renewal risk are scattered across Slack, docs, calls, and PM tools.
Best for growth agencies, RevOps agencies, creative shops, consultancies, and service businesses with complex client handoffs.
Tracks new business, renewal dates, upsell moments, proposal follow-up, and accounts that need founder attention.
Turns discovery, scope, proposal, mutual plan, and client decision criteria into one buyer-facing workspace.
Drafts pitch prep, case study angles, follow-up, proposal sections, renewal briefs, and handoff notes for delivery.
We start with your current workflow, then show what should become a bot, a buyer workspace, a copilot workflow, a memory layer, or a managed automation.