Intelligence

Your CRM already knows. This is it saying so.

Every reply, every quote, every gap where somebody went quiet is already in your workspace. Intelligence is the part that reads all of it and answers five questions — in plain words, with the reasons written next to the answer, so you can disagree with it.

  1. Q1Will this deal close?
  2. Q2How much will actually land?
  3. Q3Who is about to leave?
  4. Q4What do I do first tomorrow?
Q1

Will this deal close?

Every open deal gets a number out of a hundred, and beside it the handful of plain facts that produced it. Tick a fact on or off below and watch the number move. That is the whole calculation — there is no second, secret one.

EXAMPLE · WIN PROBABILITY

78%Likely

How the number is made45 base + 18 + 14 + 12 − 11 = 78

Tick what is true about the deal. The number on the left is these, added up — there is nothing else hiding in it.

Q2

How much will actually land this quarter?

Three numbers instead of one, because a single forecast is a guess wearing a confident face. The width between them is the honest part: it tells you how much is still genuinely undecided.

EXAMPLE · AGAINST THIS QUARTER’S TARGET

Target62%If everything stallsOnly what is already agreed in writing84%What we expectWhat the pipeline is actually doing112%If it all landsEverything still genuinely open0
62% · If everything stallsOnly what is already agreed in writing
84% · What we expectWhat the pipeline is actually doing
112% · If it all landsEverything still genuinely open

None of the three is typed in by anybody. They move on their own as deals do — which is also why the middle one is worth arguing about in a meeting.

Q3

Who is about to stop buying from you?

Nobody sends an email to say they are leaving. They just reply a little later, then a little less, and then the renewal quietly does not happen. That shape is visible months before the invoice is.

Week 6Replying the same day, asking questionsWeek 9 — flaggedFive weeks before their renewal, while you can still ring themWeek 12Two emails, no answer

The signal is the fall, not the level. A customer who was always quiet is not the same as one who has just gone quiet — and only the second is worth your Tuesday.

Q4

What should I do first tomorrow?

One list, in order, for the whole team — so that nobody opens the CRM at nine in the morning and spends twenty minutes deciding where to start.

  1. 1Ring the customer who has gone quietThe most money at risk on this list, and the quickest thing on it
  2. 2Send the quote you promised nine days agoThe deal has not moved an inch since you said you would
  3. 3Get the renewal date in writingTwo accounts are inside the window with nothing booked

EXAMPLE · ORDERED BY WHAT IS AT STAKE

Ask Amie

Ask it. Tell it. Correct it.

Amie answers from your own records — however you would say it out loud — and every number she says is one she just counted. Her AI runs on our own servers to understand what you mean, and every figure comes straight from your records, never guessed — and your records train nothing outside your workspace.

She hears the whole question

“How many open deals over $10k is Sarah closing this month?” — every part of it counts: when, whose, how much, which stage, which customer, which city. Any kind of record, any of its fields, counted, totalled, averaged, split by stage or by month. “Only James’s” or “what about last quarter” and she asks the same question again with the change in it.

She knows your customers by name

“Tell me about Acme Inc.” What is open with them, what they owe and whether it is late, when anybody last spoke to them and what was said, what happens next — before you pick up the phone.

The numbers a manager asks for

Win rate against last quarter, how long deals take, revenue month by month, top customers and products, who is leading, which lead sources convert, how busy the team was — each in one sentence.

She opens with what changed

“Since Tuesday: 2 deals moved forward, 1 slipped, $14,200 entered commit, 3 new leads. One invoice is due today.” Waiting when you open her, on every screen, never pushed at you. Standing questions — “every Monday, which deals slipped” — are answered overnight and left there.

She raises the paperwork

“Make an invoice for Acme Inc., 2,500 for website design.” Customer found or created, lines taken the way you say them, tax applied, number allocated, draft created. Quotes, credit notes, sales and purchase orders too. “Undo that” works.

She stays corrected

“Why is Northwind at 82?” — the reasons. “The competitor thing is not real” — re-scored to 88, and that signal weighs less for your workspace from now on. The scoring becomes yours.

She acts on what she found

“Create a task for each to chase the payment” — previewed, confirmed, done, undoable.

She answers on WhatsApp

Message the business number from your own phone. Same permissions as the app, from the road.

Where the answers come from

Six ordinary things, counted properly

There is no crystal ball in here. It is your own records, read carefully — and every one of these is something you could work out yourself, given a free week a month.

How often they reply
And whether the gap between replies is getting shorter or longer.
How long it has sat still
Measured against how long deals of that size normally take to move.
Whether the person who wanted it is still there
The one who pushed for this internally — still on the thread, or gone quiet.
Whether money has come up
Whether a number has been said out loud, and whether it has changed since.
Whether a rival has been mentioned
Which changes what everything else about the deal means.
When anyone last spoke to them
A deal nobody has touched is not a deal that is progressing.
What hour they answer the phone
Counted from the calls that were actually logged with an outcome — so it is when people here reach people, not a rule of thumb.

Straight answers

Three things it will not do

Worth saying out loud, because this corner of the software industry is full of claims that quietly are not true.

  • It will not invent a numberA brand-new workspace with three deals in it has nothing to learn from, so it says so instead of producing a confident-looking figure out of thin air.
  • It will not learn from your records for somebody elseYour deals train nothing outside your workspace. Your pipeline is not raw material for another company's forecast. What Amie does learn from is the questions people ask her, kept for 90 days with names, numbers, amounts, dates, emails and phone numbers replaced and any word she doesn't already know hidden — never her answer, your records, or who asked. An administrator can turn even that off.
  • It will not decide anythingNothing is closed, discounted, chased or written off on its own. It tells you what changed and what it thinks; you are still the one who chooses.

Point it at your own deals

It needs history before it can say anything useful, so bring what you already have and let it read the last year. Free to start — and it will tell you plainly when it does not know enough yet.

Start free