Modules · Module 2 of 12

CRM & pipeline. Know where every deal stands.

The morning briefing, the pipeline by stage, the deals gone dark, and every record kept up to date with a sentence.

20 commands

Every command

Type it as written or in your own words, in English or Slovenian. Anything that would leave your machine is a draft until you say send.

  • what's up?

    The morning briefing: calendar, inbox, pipeline, signals, what is owed today.

  • pipeline report

    Deals by stage with weighted value and what moved since last week.

  • regrade the pipelinewhich deals went dark?

    Every open deal graded gone dark, stuck or owing a reply.

  • add Acme as a companyadd contact Ana Novak at Acmeadd a deal for Acme

    A new record, checked for duplicates and enriched.

  • move Acme to proposal

    A stage change with the reason and the next step logged.

  • add a note to Acmelog a call with Ana

    A note or activity on the right company and deal.

  • status Acmecontacts for Acmewho decides at Acme?dashboard for Acme

    What the CRM holds about a company: contacts, deals, notes, history, the account dashboard.

  • what's the next step for Acme?what should I do now?

    The next stage on the ladder, never back to a discovery call; the actions that move the most today.

  • how does our sales process work?where is Acme in the process?

    The sales process phase by phase and where an account sits in it.

  • sync the CRMsync tasks

    CRM and task tool brought back in step, both directions.

What it needs

Nothing new to install. These are tools your agent already has or connects once; the commands use them on your side, never ours.

  • Local database10 of 10 commands

    Where your records live when you have no CRM: a SQLite file on your machine that your agent creates.

  • CRM connector6 of 10 commands

    HubSpot, Pipedrive, ClickUp or Salesforce through your agent's own connector. Without one, the local database stands in.

  • Mail2 of 10 commands

    Gmail or Outlook, connected in your agent. Drafts wait there until you say send.

  • Calendar2 of 10 commands

    Your Google or Microsoft calendar: meetings, free slots and the day's agenda.

  • LinkedIn provider4 of 10 commands

    Your own LinkedIn account through your own Unipile key, at a human pace.

  • Meeting recorder1 of 10 commands

    Krisp, Plaud, Fireflies or another recorder your agent can read transcripts from.

Also used

  • Task tool4
  • Business registry3
  • Document export2
  • Drive2
  • Scheduled runs2
  • Web search1

One install. All twelve modules.

Paste one line into your agent, sign in by email and say “set me up”. The sentences on this page work from then on, in English or Slovenian.

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