Revenue Funnel
Recent Activity
Top Deals in Pipeline
| Company | Contact | Value | Stage | AI Score |
|---|---|---|---|---|
| Acme Corp | Иван Петров | 450 000 ₽ | Negotiation | 92 |
| TechStart | Мария Сидорова | 250 000 ₽ | Demo | 78 |
| DataFlow | Алексей Козлов | 1 200 000 ₽ | Pilot | 88 |
| CloudNet | Елена Волкова | 150 000 ₽ | Discovery | 65 |
Companies
| Company | Industry | Contacts | Deals | Revenue | Status |
|---|---|---|---|---|---|
| Acme Corp | SaaS | 5 | 2 | 450K ₽ | Hot |
| TechStart | IT Services | 3 | 1 | 250K ₽ | Warm |
| DataFlow | Data Analytics | 8 | 3 | 1.2M ₽ | Customer |
| CloudNet | Cloud Infra | 2 | 1 | 150K ₽ | New |
| SoftPro | Enterprise | 6 | 2 | 800K ₽ | Customer |
Sales AI Assistant
AI анализирует ваш пайплайн и даёт рекомендации по каждому лиду на основе истории взаимодействий, поведения и отраслевых данных.
AI Recommendations
Lead Analysis
ROI Calculator
Generate Commercial Proposal
Active Pilots
| Company | Started | Progress | ROI | Health | Status |
|---|---|---|---|---|---|
| DataFlow | Jun 15 | 82% | 320% | 91 | On Track |
| Acme Corp | Jun 20 | 65% | 280% | 85 | On Track |
| TechStart | Jun 28 | 35% | 190% | 72 | Needs Attention |
| CloudNet | Jul 01 | 15% | -- | 88 | Just Started |
Customer Tasks
| Customer | Task | Due | Priority |
|---|---|---|---|
| DataFlow | 30-day review call | Today | High |
| SoftPro | Quarterly business review | Jul 10 | Medium |
| Acme Corp | 7-day onboarding check | Jul 08 | Normal |
| CloudNet | First week check-in | Jul 12 | Normal |
Services
Resources
Sales Playbook
All scripts and checklists in one place. No need to switch between documents during a demo.
Demo Script (10 min)
1. Opening (1 min)
2. Problem Statement (2 min)
3. Dashboard Tour (2 min)
4. CRM Integration (1 min)
5. AI Analysis (2 min)
6. ROI Calculator (1 min)
7. Proposal Generation (1 min)
8. Closing (1 min)
Discovery Script (15 min)
BANT Qualification:
- Budget: existing budget?
- Authority: decision maker?
- Need: main pain point?
- Timeline: when to start?
10 qualification questions included.
Objection Handling
"Too expensive" -> ROI calc: 300% year 1
"No AI needed" -> AI helps, not replaces
"Own CRM" -> Integrates with yours
"No time" -> 1 day install
"Try later" -> Free 14-day pilot
"No ROI belief" -> Show calculator
Post-Demo Checklist
1. Send thank you email
2. Share proposal
3. Schedule follow-up call
4. Update CRM status
5. Log customer feedback
6. Create next action task
Pipeline
Deals
Discovery Assistant
Fill in discovery call notes. AI will auto-generate summary, extract key insights, and create follow-up tasks.
Discovery Notes
AI Summary
Proposal Generator
Generate professional proposals with problem analysis, solution, ROI, implementation plan, and pricing.
Generate Proposal
Proposal Preview
Follow-up Queue
Sales Funnel
Lead Sources
Top Reasons Won
Top Reasons Lost
Customer Health Scores
Pilot Progress
Sales Command Center
Your daily work view. Everything requiring attention, sorted by priority.