Sales teams
A sales team solution that updates the deal for you
Reps ask about a live deal in Slack. After they approve, the agent moves it to the next stage and logs the call, so the CRM is right when the next rep looks.
Free trial on install. No card needed.
@Kipwise move Acme to Negotiation and log today’s call: they want annual billing
Move Acme Corp to Negotiation and add the call note in HubSpot?
Move Acme Corp to Negotiation and add the call note in HubSpot?
✓ Approved by Tobias LindDone. The deal and the note show under your HubSpot user.
- Stage
- Qualified
- Amount
- $18,000
- Close date
- 30 Nov
- Note
- None
- Stage
- Negotiation
- Amount
- $18,000
- Close date
- 30 Nov
- Note
- Wants annual billing
Sample data
One job, in a thread
A pipeline summary every Monday
Ask once, approve once, and the summary lands in the channel with the date range next to every figure.
- Figures come from HubSpot with their date range.
- Runs as you, with your access.
- Next run is shown.
@Kipwise every Monday at 8:30, post the pipeline summary here
Post the pipeline summary in #sales every Monday at 08:30?
Post the pipeline summary in #sales every Monday at 08:30?
✓ Approved by Tobias LindPipeline on 14 Sep:
Sample data
What it does for this team
- Find the deal
- Stage, amount, owner, notes and tasks from HubSpot or Pipedrive, in the thread.
- Log it
- Move the deal, update the record or add the call note, as the rep, after an Approve.
- Follow up
- Draft the email in Gmail or Outlook; it sends only when you say so.
- Book it
- Book the meeting on your calendar and send the invite, after an Approve.
- Report
- A weekly pipeline summary posted at the time you choose.
Questions
How does an AI agent help a sales team?
It finds the deal, contact or note in HubSpot or Pipedrive when a rep asks in Slack, and after the rep approves it updates the record and logs the call.
Does it change the CRM on its own?
No. A change is a plain-sentence Approve card that only the rep who asked can press. A denied or expired card changes nothing.
Can it post a pipeline summary?
Yes. Ask for it every Monday at 8:30, approve it once, and the figures arrive with their date range.
Which sales tools does it connect to?
HubSpot and Pipedrive, plus Gmail, Google Calendar, Outlook, Calendly, Zoom, Stripe and QuickBooks. Each person connects their own account.