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Deployed worldwide
CRM Agent

An agent that manages deals, researches prospects, and keeps your CRM up to date.

Claude 4.5 Sonnet
Salesforce
Apollo
HubSpot
+5
MMarcelo

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

CRM Agent
Salesforce
Fetching Q1 open opportunities
HubSpot
Cross-referencing HubSpot deals

Here's your Q1 pipeline snapshot as of today (March 11):


Q1 Pipeline Summary

DealAccountStageAmountClose DateProbabilityOwner
Enterprise ExpansionMeridian HealthNegotiation$142,000Mar 1880%Marcus Webb
Platform RolloutTorchlight SystemsProposal Sent$98,500Mar 2455%Katherine Duh
Annual Renewal + UpsellCastleford Inc.Contract Review$76,000Mar 1490%Priya Nair
New Logo — FintechVantage CapitalDiscovery$210,000Mar 2825%James Holloway
SMB BundleOaktree RetailDemo Scheduled$31,200Mar 3140%Katherine Duh

Total Pipeline: $557,700 | Weighted: $321,185


⚠️ At-Risk Deals — Watch List

  1. Vantage Capital ($210K) — Still in Discovery with only 17 days to close. This is your biggest deal and lowest probability this quarter. No activity logged in 8 days.

  2. Torchlight Systems ($98.5K) — Proposal sent 12 days ago with no response. Deal has stalled — worth a follow-up nudge before end of week.

  3. Oaktree Retail ($31.2K) — Demo scheduled but close date is March 31 with a 40% probability. Tight runway if the demo hasn't happened yet.


Castleford renewal ($76K) looks solid at 90% — that one should close cleanly by March 14.

Want me to draft follow-up emails for Vantage or Torchlight, or dig into activity history on any of these?

Q1 Pipeline Coverage

$2.4M across 38 active deals

Discovery

$540K

Solution Fit

$680K

Security

$430K

Procurement

$390K

Verbal

$360K

Worked for 2 minutes
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M
Max3:12 PM

@Databot Compare this month's sales to the same month last year

💬2🔥1
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Gabriela4:42 PM

@Databot Who are the top 3 most active users at Mostco?

💬1👀1
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Marcelo8:50 PM

@Databot Where are we losing people in the onboarding flow?

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Done! Drafts for Tess and Maya are in your inbox, personalized to each.

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Built by one, used by all One teammate builds an agent and the whole org puts it to work, each in their own chats.

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In agents, they trust

Gusto powers AI agents across its go-to-market engine with Gumloop, driving revenue, reducing churn, and elevating rep performance.

$1.5M+
Additional ARR in 3 months
Gumloop has been critical in helping all teams at Instacart — including those without technical skills — adopt AI and automate their workflows, which has greatly improved our operational efficiency.
Fidji Simo
CEO, Instacart
Gumloop turned our sales and marketing teams into builders, and saved us thousands of hours of manual work.
Ryan Schwartz
VP, Marketing Systems & Intelligence, Samsara
The partnership review agent cuts prep time from 30–45 minutes per customer to under five minutes, and it results in a 31% higher win rate and 44% larger deals.
Matt Gould
Head of Insights and Operations, Gusto
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