Simple AILists and CRMFind peopleLink only
Find where deals stall in your pipeline
Reads a pipeline export, works out how many deals move from stage to stage and shows the biggest drop.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By OpenAI
Research a competitor before a deal
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Looks up a rival's pricing, product story and recent wins and losses so you are ready.
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Lists and CRMFind peopleLink only
How long deals take to close
Uses CRM dates to show how many days deals take each quarter, as a chart.
You need: any AI chat (ChatGPT, Claude or Grok Bot)
By OpenAI
Lists 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
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
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