# Manage your pipeline through conversation

Update deals, research accounts, draft follow-ups, and keep your CRM accurate — all without clicking into Salesforce or HubSpot.

### Orange Slice CRM Agent

How's our Q1 pipeline looking? Anything at risk?

Queried Salesforce, analyzed 5 open deals

| Deal                     | Account              | Stage               | Amount | Close  | Prob  |
|--------------------------|----------------------|---------------------|--------|--------|-------|
| Enterprise Expansion      | Meridian Health      | Negotiation         | $142K  | Mar 18 | 80%   |
| Platform Rollout         | Torchlight Systems   | Proposal Sent       | $98.5K | Mar 24 | 55%   |
| Annual Renewal           | Castleford Inc.     | Contract Review     | $76K   | Mar 14 | 90%   |
| New Logo — Fintech      | Vantage Capital      | Discovery           | $210K  | Mar 28 | 25%   |
| SMB Bundle              | Oaktree Retail      | Demo Scheduled      | $31.2K | Mar 31 | 40%   |

Total Pipeline: $557.7K | Weighted: $321K

⚠ Vantage Capital ($210K) — still in Discovery with 17 days to close. No activity in 8 days.
⚠ Torchlight ($98.5K) — proposal sent 12 days ago, no response.

Draft a follow-up to Torchlight about the SSO question from the demo.

Created draft in Gmail

Done — draft saved. I referenced the SSO/SAML requirement from the demo and offered to walk through a phased pricing structure. Review it in your Drafts whenever you're ready.

Want me to also log a follow-up task in HubSpot?

### Benefits

## Your CRM, without the clicking

Everything you do in Salesforce or HubSpot — deal updates, contact research, activity logging — now happens through conversation.

### Get a real-time read on your pipeline

Ask about deal stages, at-risk opportunities, or revenue forecasts in plain language and get instant answers pulled straight from your CRM.

### Research prospects without tab-switching

The agent pulls company data, recent news, funding history, and contact details from multiple sources so you walk into every conversation prepared.

### Keep your CRM accurate without the busywork

Update deal stages, log activities, create new contacts, and schedule follow-ups through conversation — no more manual data entry after every call.

### Draft follow-ups in seconds

The agent reads your deal context, call notes, and email history to draft personalized follow-ups that reference the right details.

## Integrations

### Connects to the tools you already use.

The CRM agent reads from and writes to your existing stack — Salesforce, HubSpot, Slack, Gmail, and more. No migration, no new tabs.

### Example prompts

## Ask it like you'd ask an SDR

- “What deals are closing this month and which ones are at risk?”
- “Research Torchlight Systems before my call tomorrow — what should I know?”
- “Move the Vantage Capital deal to Negotiation and log that we sent the contract”
- “Draft a follow-up email to Derek referencing the SSO question from our last demo”

## Stop clicking through your CRM.

Update deals, research accounts, and draft follow-ups — all through conversation.