Ideas to put to work
A pipeline that reflects every conversation, and a forecast partners trust.
Meetings logged on the deal
Sofia reads the Granola notes from a client meeting and, with your approval, logs a note and updates the deal's stage.
Weekly forecast
Sofia reads deals by stage and owner, builds the forecast in Excel, and lists deals with no next meeting on the calendar.
Proposals filed on the deal
Sofia saves the proposal from Word as a PDF and uploads it to the deal, so the team works from the latest version.
New contacts from email
Sofia reads new contacts in Outlook threads and creates the person and company, with your approval.
Follow-ups booked after each call
After each call, Sofia creates the follow-up calendar entry on the deal for its owner, with your approval.
What Sofia can do with Pipeline CRM
Sofia reads and keeps current
- Deals
- People
- Companies
- Notes
- Calendar entries
- Documents
- Users and teams
Sofia does, with your approval where you want it
- Create or update a deal
- Create or update a person
- Create or update a company
- Log a note
- Create or update a calendar entry
- Comment on a record
- Upload a document
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- GranolaAI meeting notes app
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft WordWord processor for letters, reports and contracts
- Microsoft OutlookMicrosoft's email and calendar
SalesforceCRM for accounts, contacts and sales pipeline
HubSpotCRM and marketing platform for growing businesses- PipedriveSales CRM built around the deal pipeline
Zoho CRMCRM for leads, contacts and deals
Let Sofia keep your Pipeline CRM current
Score your firm in three minutes, or talk to our team.