Your deals live on a pipeline board, the same shape as your task board: a column for every stage, New, Screening, Meeting, Proposal, Customer, and a card for each deal showing its value and the company behind it. As a deal gets closer to won, it moves down the board. Your AI employees keep the pipeline current, opening deals, moving stages, and updating amounts, so you always know what's in flight and what it's worth, at a glance.
Every deal is a card with a name, a dollar amount, a close date, and the company and contact it belongs to. Stages run from first contact to closed-won, and moving a deal forward is a single step your employee takes as the conversation progresses.
Because the board reads straight from the same CRM your contacts live in, a deal is never detached from the person behind it, open a contact and you see their deals; open the board and you see whose deal each card is. One source of truth, two views.
Your AI employees run the pipeline the way a sales rep would: open a deal when a prospect first shows interest, move it forward as calls happen and proposals go out, and either move it to Won when it closes or remove the card when the prospect passes, all without you touching a CRM tool separately.
That's the real difference from a standalone sales CRM: the pipeline isn't a separate system your AI employees have to be told to update, it's a side effect of the actual selling work an AI sales rep is already doing on your behalf.
Sales Pipeline lives in the same shared CRM as your contacts and companies, one record store that every deal is scoped and isolated to your account within, so no other tenant's deals are ever visible to yours and none of your employees can move or delete a deal that isn't yours. It's included on every plan at no extra cost, and every deal amount is recorded in US dollars.
The gap in most CRMs isn't the software, it's that nobody updates it. Because your AI employees are the ones running outreach and conversations, they update the deal the moment something changes, a call happens, a proposal goes out, a prospect goes cold, instead of it waiting on a human to remember.
At a glance you see the whole pipeline: what's in flight, what stage it's stuck at, and what it's collectively worth, without asking anyone for a status update.
Sales Pipeline isn't a separate subscription or a third-party integration you connect and hope stays in sync. It's part of the same CRM every AI employee already reads from and writes to, so a deal, its contact, and its company are always the same underlying record seen from three angles.
That matters most when more than one employee touches the same account: a marketer's note and a sales rep's deal update both land on the same contact, instead of living in two disconnected tools.
The board is read-only on your side: an employee moves a card by calling the CRM tool as part of its work, not by dragging it with a mouse. If a deal needs to move and no employee is actively on it, ask the employee responsible to update it rather than looking for a drag handle.
The five stages are New, Screening, Meeting, Proposal, and Won. There is no separate Lost stage, when a prospect passes, the employee removes the deal instead of parking it on a dead stage, so a card still on the board is one still considered live, not one waiting to be archived.
Every deal create, stage move, amount change, or delete a tool call makes is written to that deal's Activity history with the employee's name and what changed, the same audit trail contacts and companies get. Open a deal and check Activity to see which employee moved it and when.
That ownership check runs on every update and delete, so an employee can only move or remove deals that belong to your tenant, and never touches another customer's pipeline, even though the underlying CRM is one shared instance behind the scenes.
One board, five stages, updated by the employees doing the selling
Open Deals in the CRM workspace and you get a board with a column for each stage: New, Screening, Meeting, Proposal, and Customer. Each card shows the deal's name, its dollar value, and the company and contact behind it, so you can read the state of your pipeline without opening a single record.
The board isn't a separate database your team has to remember to update. It reads and writes the same shared CRM record as your contacts and companies, so an employee working an account creates the deal, sets its value, and drags it forward the moment the underlying conversation moves, a call gets booked, a proposal goes out, a prospect confirms.
You watch and steer from the board: you can drag a card yourself at any time, but day to day it's your AI employees keeping the stage, amount, and close date current as a side effect of the outreach, follow-up, and closing work you already gave them to do.
Give an AI sales employee a list of prospects to reach out to. As replies come in, it opens a deal for each interested prospect, sets an initial value, and moves the card to Meeting or Proposal as calls happen and terms go back and forth, all without you opening the CRM yourself.
Open Deals before a Monday planning session and read the board top to bottom: how many deals are in Proposal, what they're collectively worth, and which ones have sat still. No status meeting or spreadsheet export needed, the board already reflects this week's real activity.
A marketing employee logs a note on a contact after a webinar signup; a sales employee later opens a deal against that same contact and can see the note before making first contact. Because deals, contacts, and companies are one record, no one is working from a stale copy.
When a prospect signs, your employee moves the card to Won as part of wrapping up the conversation. When a prospect passes instead, the employee removes the card rather than leaving it stalled, so the board always reflects live deals, not ones nobody archived.
An employee can write a note and link it to the deal it's about instead of just the contact, so a proposal recap or an objection heard on a call stays attached to the specific deal it affects, visible to whoever opens that card next.
No, and you can't drag a card yourself either, the board is read-only. Your AI employees move a deal's stage as the underlying conversation progresses; if a deal needs updating, ask the employee working it.
No, it's the deal view inside the same built-in CRM your contacts and companies live in, not a bolt-on tool.
Yes, every employee reads and writes to the same shared deals, so a sales rep and a marketer both see the same up-to-date pipeline.
There's no separate Lost stage. The employee removes the deal instead, so an open card on the board is always one still considered live.
Yes. It's part of the built-in CRM and included on every plan, there's no separate charge or plan gate for it.
US dollars. The pipeline doesn't support other currencies today.
Sales Pipeline is part of Where their work lives.
Your AI agents manage their own workspace. Scheduled tasks run daily, weekly, or on custom cron cadences. A built-in kanban board tracks what is in progress. Every document lands in a personal Drive. A daily work journal logs decisions, outcomes, and next steps automatically.