Sales & Revenue
Reps spend hours updating CRM records, chasing stale leads, and building proposals manually. Able handles the admin and gives sales teams the pipeline intelligence they actually need to close.
Deep Intelligence
Pipeline health, deal velocity, engagement signals, renewal risk. The data is scattered across CRM, email, billing, and support. Able lets you ask one question and get the whole picture.
I found 7 deals in the pipeline matching your criteria. These are forecasted to close this quarter but have gone stale:
At-Risk Deals
7
No emails, calls, or meetings logged in 14+ days
Total Pipeline Value
$1.2M
Combined weighted value across all 7 deals
Longest Stale
23 days
NovaBuild Inc. — last activity was a voicemail
Highest Value Deal
$340K
Apex Industries — stuck in negotiation stage
These 7 deals represent 31% of the remaining Q3 forecast. If even half slip, the quarter misses target by $600K. Apex Industries has an open support escalation that may be blocking the decision.
Would you like me to:
- Which deals over $100K have had no activity in 14+ days and are forecasted to close this quarter?
- What's our average stage-to-stage velocity for enterprise deals, and where are deals getting stuck?
- Show me all customers whose support ticket volume has doubled this quarter. Are any of them up for renewal?
Operational Views
Pipeline dashboards, lead scoring boards, activity tracking, and revenue forecasts. CRM, billing, and engagement data in one view instead of three browser tabs.
- Pipeline dashboard with stage distribution, weighted forecast, and deal age heat map by rep and segment.
- Daily lead priority board ranked by fit score, engagement signals, and likelihood to convert.
- Win/loss analysis view showing competitive presence, deal cycle length, and discount patterns.
Agentic Operations
Agents update CRM records from calls and emails, score and route inbound leads, and draft re-engagement messages when deals go cold. Reps spend time selling.
- Update CRM records from rep calls and emails with stage changes, contact updates, and next steps automatically.
- Flag untouched deals approaching close date and draft context-aware re-engagement messages for rep review.
- Generate tailored proposals with relevant case studies and ROI framing based on the opportunity profile.