All work
Sales & CRM software
A sales pipeline that maintains itself.
A deal pipeline where every typed note becomes structured data, a drafted follow-up and a scheduled next action — automatically.
The problem
In most small firms, deal knowledge lives in one person’s head. Notes typed after a call are dead text: nobody extracts the budget signals, the risks or the promised follow-ups, and quiet deals slip away unnoticed.
What the system does
The system reads every note as it is saved. It extracts decision makers, budget signals and risk flags into structured deal fields, drafts a follow-up email for human review, and sets the next action with a deadline so no deal goes quiet. Human edits are locked against AI overwrite.
Sales & CRM software
Good morning
Operations overview
Open work24
On schedule91%
This month£68k
Weekly output
Next up
Client review
Site visit
Quote sent
Zero re-keyingnotes become structured deal data automatically
Every dealalways carries a next action and owner
AI extractionPipeline managementHuman-in-the-loop
Next step