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Track every deal with AI-suggested next steps and stalled-deal alerts.
What's inside
Sheet
Deals
- Company text
- Contact text
- Value ($) number
- Stage select
ProspectDiscoveryProposalNegotiationClosed WonClosed Lost
- Last Activity date
- Next Step ai_enriched
AI prompt: Given a {Stage}-stage deal with {Company} ({Contact}) worth ${Value ($)}, suggest the next concrete action in one sentence.
- Risk Level select
AI prompt: Classify deal risk for stage '{Stage}' with last activity {Last Activity}. Output: Low, Medium, or High.
LowMediumHigh
Sheet
Accounts
- Account text
- Industry text
- Owner text
- Tier select
ABC