The CRM that runs your pipeline for you.
Every email, call, and meeting auto-updates deal stages, account context, and rep tasks. In real time.
Active Pipeline
- $2.4M total
- Acme Corp: Demo $84k - Strong
- BioInnovate: Proposal $220k - At risk
- CloudScale: Qualified $56k - Good
- DataVault Inc: Closed Won $145k - Won
Tasks
- 8 Tasks due today
- 3 Stalled deals
- $680k Forecast (30d)
BioInnovate has had no activity in 18 days. Proposal expires Friday. Assign follow-up task now.
4.5 on G2
Trusted by growth teams
Tasks that create themselves
- Stage change triggers task creation. Stale deals surface at 14 days. Reps wake up to a prioritized queue, without logging a thing.
360° account context, assembled automatically
Every email, call, and meeting captured to the right account. AI summary of what changed, what's pending, and where the risk is, in 30 seconds.
Inbox that works the deal, not the email
Every email categorized by urgency, replies drafted from CRM context, sequences paused on reply. Reps stop triaging. They sell.
Reps stop logging. The pipeline stays honest.
- Stage changes trigger task creation: When a deal moves to Demo, a prep task is auto-created and assigned to the AE, due the next day. No one has to remember.
- Stale deals surface proactively: Deals with no activity at 14 days trigger a Slack DM to the owner. Escalation to the manager at 30 days, before the window closes.
- Completion tracked at rep and team level: Task completion rates, response times, and overdue counts visible per AE without anyone building a report manually.
| Title | Type | Assigned | Account | Priority | Due | Status |
|---|---|---|---|---|---|---|
| Let's explore a solution? | SJSandra Jackson | Genesim | Medium | 1 day ago | Overdue | |
| Free for a call? | Call | MSMatthew Scott | ZapWorks | Low | 1 day ago | Overdue |
| Free for a gift | JMJames Mitchell | LightGrid | Medium | 1 day ago | Overdue | |
| Can you point me in the right dir? | ARAnton Rodriguez | GreenHouse Connects | High | 2 days ago | Overdue | |
| Send a connection request | Action | JRJack Rodgers | — | High | In 1 hour | Upcoming |
| Schedule a meeting | Meeting | VBVictor Brookfield | TechGrid | High | In 2 hours | Upcoming |
| Set up a demo | Meeting | CHCalvin Hernandez | DrivePath | Low | In 4 days | Upcoming |
| Follow up with prospects | LHLiam Hernandez | TechSync | Medium | In 4 days | Upcoming | |
| Follow up on proposal | MRMaria Rodriguez | TechSync | Medium | In 5 days | Upcoming | |
| Follow up with decision maker | PWPaul Williams | CloudSync | High | In 5 days | Upcoming | |
| Send contract details | MBMichael Brown | DataCorp | High | In 5 days | Upcoming | |
| Product demo + feedback | Meeting | ATAnna Tompkins | NeuroPath Inc | High | Tomorrow | Complete |
| Follow up after demo | KZKevin Zhang | DataVault Inc | Medium | Tomorrow | Complete | |
| Contract negotiation call | Call | RTRachel Torres | LegalTech Co | High | Today | Complete |
| Technical requirements call | Call | EDEmma Davis | DevTech Inc | High | In 5 days | Complete |
Every account briefed. In 30 seconds.
- Unified account and deal profiles: Firmographics, contacts, tasks, meetings, calls, emails, deal value, stage, and owner all tied to the same record automatically.
- AI account and deal summary: A quick brief of what changed, what's pending, risks, and expansion signals. So reps and managers prep fast, not from scratch.
- Zero manual entry: Every email, meeting, call, and task is linked to the right account automatically. The record reflects what happened, not what was logged.
You
Provide a comprehensive summary of the current pipeline. Break down by stage, value and velocity.
Pipeline Situation — $913K Across 26 Deals
Stage Breakdown
Typical B2B SaaS pipeline progression:
- Prospecting/Exploration → 4 deals / $18K
- Qualification → 6 deals / $134K
- Key objection stage → 5 deals / $219K
- "We already have Segment" · 3 deals / $120K
- Proposals/Negotiation → 5 deals / $329K
Pipeline value growing with improved velocity
Total pipeline at $1.34M active deals, average deal cycle shortened by 3 days this quarter. 8 deals in late stage with combined value of $500K expected to close within 30 days.
| Name | Stage | Value | Deal owner | Deal type | Priority | Close date |
|---|---|---|---|---|---|---|
| Best Time Messaging Account | Appointment scheduled | $48,600 | BBBob Bi... | New business | Medium | Oct 1, 2025 |
| Design System Audit | Qualified/prospect | $11,000 | APAudPro... | New business | — | Sep 1, 2025 |
| Enterprise Platform Expansion | Qualified/prospect | $33,000 | BBBob Bi... | New business | Low | Sep 3, 2025 |
| Cloud Migration Assessment | Appointment scheduled | $32,500 | BSAbby Singer | New business | High | Aug 30, 2025 |
| Application Performance Licenses | Appointment scheduled | $33,800 | BBBob Bi... | New business | High | Aug 30, 2025 |
| DevOps Transformation | Contract sent | $80,000 | BBBob Bi... | New business | High | Aug 15, 2025 |
| Onboarding Plan Upgrade | Proposal submitted | $22,500 | MSMaria Singer | New business | Medium | Aug 20, 2025 |
| Security Compliance Package | Appointment scheduled | $19,800 | MSMaria Singer | New business | High | Sep 2, 2025 |
| Team Collaboration Suite | Contract sent | $38,750 | BBBob Bi... | Existing business | Medium | Aug 28, 2025 |
| Support Desk Overhaul | Appointment scheduled | $25,400 | MSMaria Singer | New business | Low | Jul 25, 2025 |
A pipeline that reflects reality. Not memory.
- Auto-updates from activity: Emails, calls, meetings, and key actions update the deal record and timeline so the pipeline reflects reality, not rep recall.
- Deal health scoring from behavioral signals: Score win probability from actual engagement patterns, not static rules or rep gut feel.
- Forecast from real activity: Revenue forecast weighted by behavioral signals, stage velocity, and time in stage. Not from what reps typed in last week.
Ask Blu anything about your pipeline
Type a question or invoke a skill. Blu pulls from your real activity, not what's typed in.
From inbox to honest pipeline, fully automated
01
Connect and sync
OAuth your inbox, calendar, and CRM. First sync starts in under 10 minutes. No schemas, no migration project.
02
Activity becomes records
Every email, meeting, and call matches to the right account and deal automatically. The CRM stays current without rep input.
03
Pipeline manages itself
Stages, health, and forecasts update from real signals. Stalled deals get flagged. Reps wake up to a prioritized queue.
Connects to your inbox, calendar, and CRM in minutes
HubSpot, Salesforce, Gmail, Outlook, Google Calendar. One OAuth, everything synced.
Certified & Compliant
- SOC 2 Type II
- GDPR Ready
- CCPA Compliant
- TLS/SSL Encrypted
- No per-record fees. Pipeline from $24/mo
Stop logging the pipeline. Start running it.
Connect your inbox and CRM in 10 minutes. See your real pipeline, with no manual data entry, by tomorrow.