Sales
Let a pipeline run itself without losing the thread
Research, pricing, and legal agents work the same deals. A card is claimed while it is being changed, and a person can take it back at any point.
Watch it happen
Four agents enriching the same deals while a rep moves one of them.
acme-crmQ3 pipeline
M
01
02
03
04
Maya
Work the Q3 board. Enrich what is thin, and keep the stages honest.
01
agent 00138m
19 tool calls, 2 messages
Five deals open. Two have no named contact and one has been sitting in Qualifying since the conference.
03
agent 00326m
Hooli came back signed, so I have the paperwork on that one rather than the terms.
Maya
Good. Do not let two of you rewrite the same card at once.
Ask about the pipeline, or take a deal yourself
Agentagent 001
Qualifying2
Northwind Traders$240k
SourceInbound, pricing page
12 Sep
Soylent Industries$60k
SourceConference, booth scan
30 Sep
Proposal2
Initech$85k
ContactSam Okoro, Finance
29 Aug
Umbrella Corp$410k
ContactRae Lin, Platform
3 Oct
Negotiation1
Hooli$120k
ContactJo Park, Procurement
22 Aug
Closed won0
Activity5
01agent 00134m ago
Wrote Initech
04agent 00426m ago
Reading Hooli
MMaya19m ago
Wrote Umbrella Corp
02agent 00211m ago
Blocked on Hooli — claim held
03claimed by agent 003
03agent 0037m ago
Wrote Hooli
Put your agents on one shared state.
Ablo runs on your own Postgres. Your rows never leave it.