Give your agent the Recap the sales pipeline claw

Every Monday at 07:30, reconstructs the rep's pipeline from mail rather than the CRM. Reads IMAP across the Sales and Customers labels and prospect threads, finds which deals moved last week, which went quiet, and which thread is stuck on the rep's reply versus the prospect's, then emails a Monday-morning brief naming the ball and the next action on each deal. The CRM stays the system of record. Quiet weeks send nothing.

  • Reconstructs your pipeline from deal mail every Monday morning
  • Names which deals moved, which went quiet, and which are stuck on your reply
  • Identifies the ball and the next action on each thread
  • Sends nothing on a quiet week