Simple AILists and CRMFind peopleLink only
Which campaigns brought in closed deals
Matches where leads came from to won deals and shows which campaign made the most money.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By OpenAI
How long deals take to close
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Uses CRM dates to show how many days deals take each quarter, as a chart.
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Lists and CRMFind peopleLink only
Compare top and bottom reps
Takes rep results by quarter and charts the gap between the best and the rest.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By OpenAI
Lists and CRMKeep customersLink only
Checklist before a renewal call
Makes a prep list for a renewal call: contract terms, usage, risks and chances to sell more.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By OpenAI
Lists and CRMFind peopleLink only
One-page account summary
Turns notes from your last two calls and contract info into a one-page plan for an account.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By OpenAI
Lists and CRMFind peopleLink only
Which deals need you today
Reads your open deals in a spreadsheet and points to the ones that need attention now.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By OpenAI
Lists and CRMFind peopleLink only
Ranked deal brief each morning
Ranks your open deals with reasons and next steps in a doc, without contacting anyone or changing the CRM.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By OpenAI
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