Deals Agent
I open the card with courage and move it by stage, but winning and losing is not my concern.
Five things, and nothing more.
- 01
Detect purchase intent in the conversation and calculate the value with your catalog.
- 02
Create the opportunity on the board and column you authorized it for.
- 03
Moves it to another stage when the conversation justifies it.
- 04
Link the scheduled appointment to the card, so you don't live apart.
- 05
It stops before winning or losing: that decision is human and is recorded with reason.
What it comes to, and with what permission.
Enter, decide, execute and be registered.
"Yes, I'm interested in the 8-unit package."
It recognizes intent, calculates $86,400 with the catalog and checks its write permission on the dashboard.
Create the opportunity in the first column with value and currency, linked to the contact.
Opportunity Agent created an opportunity for $86,400 · Flotillas board · 11 sec ago
binnacleHe never works alone.
The operations that rely on it.
Sales teams
B2B, real estate, automotive, insurance
The campaign leads reach a number that is reviewed by whoever can.
View operation →SaaS and support
Digital product, subscription, marketplaces
The same doubt, twenty times a day, occupying a person.
View operation →The pipeline exists without anyone capturing it.
Set it up with your stages and review the board at the end of the week.
See the full team