Every deal on one board. And what it all adds up to.

For teams of people and AIs

Everyone brings their own AI. The pipeline is where they meet.

Ann works with Claude, Ben with ChatGPT. Each AI reaches its own person’s email, calendar and chat, and they all read and write the same board. A deal passes from hand to hand, and nobody has to retell it.

AN

AnnSales

Ann's AIClaudeWatching Ann’s inbox

Gmail Calendar

Sales pipeline

AN BE

Ann

BE

BenProject lead

Ben's AIChatGPTWatching the board

Docs Slack

1. ANAnn’s AI adds the lead from her inbox
2. ANAnn moves it on and puts Ben on it
3. BEBen’s AI writes the proposal and hands it back
4. ANAnn’s AI sends it and books the call
5. ANAnn marks it won

Each AI reaches these through the AI app its person uses. Names and logos belong to their owners.

• Whichever AI each person usesClaude, ChatGPT or an agent of your own. Nobody has to switch.
• Their own tools come alongAn AI works in its person’s own apps, then writes on the card what it did.
• A name on every changeThe board says who did what: Ann, or Ann through her AI.

After the yes

Won is where the work starts.

Move a won deal to the board where it gets delivered. What it's worth, who it's for and everything said about it go along.

Sales pipeline

Move to another board

Client projects

• Its fields come alongWhere the other board uses the same fields, the card arrives with them filled in.
• The work goes inside itBreak the job into steps, and steps into smaller ones. The deal is still the card.
• The hours are countedLog time on the card, and see what a client was worth beside what it took.

Around the pipeline

Around every deal, the things that keep it moving.

Every deal Closing in the next 7 days $10,000 and up

The whole pipeline as a table

A column for every field. Sort it, filter it, and the total at the bottom follows. Save a filter and the whole team has it.

Pinecrest Dental

Deals linked to it$41,300

• Booking app$36,500
• Reminder texts$4,800

Companies and contacts, linked

Keep them on a board of their own. Each one lists the deals that point at it, and what they're worth together.

Blue Harbor Cafe: online ordering

Close dateSat 10 Oct

2 days before

A nudge before the close date

Set a reminder on the card. It reaches you in the app, by email and on your desktop, and the date is in your calendar.

Account owner
One personAN

Deal team
Several people BEMATO

Who owns it, and who's on it

Fields that hold people. Filter the pipeline by owner, or ask for every deal you're part of, across all your boards.

Kanbanto10:42

Ann moved a deal to Won

Pinecrest Dental: booking app
$36,500

The team hears about a win

A board can tell another app whenever something changes on it: a line in your chat, a row in a sheet.

With your AI

Ask the pipeline. It answers, and it does what you say.

Connect the assistant you already use. It reads the board like you do, and it can change it.