Sales pipeline
Every deal by stage, with the next step.
See your pipeline as a board, know what you won this month, and let the Operator remind you which deal needs a nudge.
The problem
Deals live in inboxes and memory.
Nobody knows the real pipeline until the month ends.
How it works
From scattered deals to one pipeline, in four steps.
- Bring your leads and deals inFrom a sheet or WooCommerce/Shopify customers.
- See the pipelineAs a board by stage.
- Ask“How many deals did we win this month?”
- Follow up with one yesA task, or an email drafted for your yes and sent from your connected mailbox.
What you won
This month’s wins, with the deals behind them.
Ask how many deals you won this month and get the count and the total, with each deal and the rows it came from.
The nudge
A follow-up email, drafted from the deal.
Ask for a follow-up and the Operator drafts the email from the deal. It waits for your yes, and nothing is sent before it.
Comes with
Everything the template starts with.
- Contacts and a pipelineLinked lists, ready for your own rows.
- A pipeline boardEvery deal by stage, with its value.
Ask it like this
Questions it answers today.
- How many deals did we win this month?এই মাসে কয়টা ডিল জিতেছি?
- Show me the leads by statusস্ট্যাটাস ধরে লিডগুলো দেখাও
Trust
Every number comes from your own rows.
The Operator works each figure out from your data, shows where it came from, and asks before it changes anything.
- TracedEvery figure links to the rows and the query that produced it.
- ApprovedChanges the Operator proposes wait for your yes. Most changes can be undone, and a deleted list can be restored for 7 days.
- ScopedEach Space sees only its own rows; the Operator reads only what your role allows.
- Your AI privacy levelChoose, per Space, what a model may see: names and values, names only, stand-in names, or nothing.
Start with one question.
Ask the Operator anything about DataXGen AI here, or start your trial and ask it about your own business.