Lead & Deal Management

A pipeline that fills itself in as you sell.

Deals, stages and history in one place, with every email, message and call already attached. The CRM stops being a form your team fills in after the fact and becomes the record of what actually happened.

Activity captured automaticallyOne timeline per deal
Qualified4
KKalyo
$19k
SSarwa
$24k
Proposal3
AAethersync
$31k
Negotiation2
NNorthwind
$48k
drag to close
Northwind$48k
StageNegotiation
OwnerMaya Ortiz
Health72
Next stepsecurity review
40%
less time spent on manual CRM updates
1 view
for every piece of deal context
5 min
to set up a full pipeline
Automatic capture

The admin nobody does, done anyway

Because outreach and pipeline live in the same system, every email, LinkedIn message and WhatsApp reply is already linked to the right deal. The gap between doing the work and recording it disappears.

  • Email, LinkedIn and WhatsApp linked on arrival
  • Stage changes and notes in the same thread
  • Nothing waiting to be logged later
EmailLinkedInWhatsApp
Deal timelinecaptured automatically
Email opened twice by the CFOtoday · 09:12
LinkedIn reply from the championyesterday
Stage moved to Negotiation2 days ago
Voice note filed from WhatsApp4 days ago
Nobody was asked to log any of this. It is simply on the deal.
Together

A handover that needs no briefing

Owners, mentions, tasks and notes all live on the deal. When someone else picks it up, or a specialist is pulled in for a review, they read the account instead of asking whoever touched it last.

  • Assign owners and mention teammates
  • Tasks carry an owner and a date
  • The full history travels with the deal
On this deal3 people
WhoDoing
Maya Ortizowner
Tom Béraudsecurity review
Ana Costamentioned
Open items
Send the security packdue tomorrow · Maya
Confirm pricing with financedone
What it changes

Less time maintaining the CRM, more time in deals

A board that matches your motionKanban, list or table over the same pipeline, with stages you name yourself rather than inherit from a template.
Context without the archaeologyEvery email, call, message and stage change is on the deal already, so preparing for a call is reading, not searching.
Nothing lost between peopleMention a colleague, hand over an account or bring in a specialist, and the whole history goes with it.
Follow-ups that survive the weekTasks live on the deal with an owner and a date, so the next step is a thing that exists rather than a good intention.
Bulk edits without a spreadsheetReassign an owner, shift a stage or update a field across a filtered set in one pass, straight from the view.
Health you can questionEvery deal carries a score with the reasoning behind it, so a red flag is something you can argue with rather than obey.
FAQs

Lead and deal management, explained

How long does it take to set up a pipeline?

Minutes. Start from a template for outbound, inbound or enterprise motions, rename the stages to match how you actually sell, and import what you have. You are not obliged to keep any stage you did not choose.

Does activity really get captured on its own?

Yes. Emails, LinkedIn messages, WhatsApp messages and sequence activity are linked to the right deal and contact as they happen, because the outreach runs in the same system as the pipeline.

Can I see everything on one screen?

That is the intent of the deal timeline: one chronological view of every interaction, note, stage change and enrichment update, rather than four tabs and a shared drive.

How does the team work on the same deal?

Mention people, assign the deal or a task, and leave notes on the record. Everyone sees the same history, so a handover does not require a briefing call.

What is the health score based on?

Engagement signals, stage velocity and fit, computed by Dalil Brain. Each score comes with the reasoning that produced it, so you can disagree with it on the evidence.

Can I import from my current CRM?

Yes. Bring a CSV or pull from another system with Data Import, which maps your columns, validates the rows and reports what it could not place before anything is written.

Lead & Deal Management

Run the pipeline. Not the paperwork.

Every interaction on the deal, without anyone stopping to record it.

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