Pipeline & forecast
Pipeline and forecast, filled in from calls, email and meetings.
On Salesforce? See Run on Claude for Salesforce.
Claude updates each deal from the work, the rep confirms, and every forecast number points to the call, email or meeting behind it. Works with Salesforce, HubSpot, or a database we set up for you.
Your forecast is only as good as what your reps remember to type in.
And they don't. So it never is.
A rep finishes a great call. They Slack their manager, email the customer the recap, jot a note for next time, and tell themselves I'll update the CRM later. Later doesn't come. The deal moved; the record didn't. Multiply that across the team and the number you take to the board is built on what got entered, not what actually happened.
This isn't a discipline problem. And another dashboard won't fix it. The work stopped happening in the CRM. You're asking people to re-enter, by hand, work they already did somewhere else, so of course the record lags reality.
Pipeline and forecast designed as if AI existed from the start
Nobody types the record. Claude writes it from calls, email and meetings, and the rep confirms.
When a rep leaves, the deal history stays → Sales knowledge continuity
How it works
Stage, next step, contacts, notes, written from the transcript and the email thread. The rep reviews and confirms. No data entry.
- 01
Calls, email and meetings
- 02
Claude writes the deal record
- 03
The rep reviews and confirms
What's in every deal update
- 1Each change with the line it came from
- 2Why it was suggested
- 3Stage, forecast and next step
- 4Each field before and after
- 5Untick anything you don't want
- 6Nothing saves until the rep approves
A forecast with evidence
Click any number. See the call, email or meeting behind it. Deals with no evidence show as unsupported.
Stalled deals get flagged
Claude checks every open deal for activity. Deals with none get flagged to the rep and the manager.
From the call to the forecast
- 01
The call
A call, email or meeting happens.
- 02
The deal
Claude drafts the update, and the rep approves it.
- 03
The forecast
Each number links to the call, email or meeting behind it.
- 04
Pipeline review
The meeting starts with the deals, not with fixing fields.
Built for how you sell
On Salesforce.
Runs through Run on Claude for Salesforce. Salesforce stays your system of record.
On HubSpot or another CRM.
Runs next to it, kept in sync.
No CRM yet.
Runs on a database we set up for you, on a subscription you hold.
For sales leaders, reps, RevOps and IT
For sales leaders
- A forecast you can trust, because each number points to the call or email behind it.
- Pipeline review without the cleanup.
- Stalled deals flagged before the forecast call.
For reps
- No typing updates after the call.
- Meeting prep with the account history in one briefing.
- You confirm, Claude writes.
For RevOps
- Records stay complete without chasing reps.
- You own the data model and the dashboards.
- When a rep leaves, the deal history stays → Sales knowledge continuity
For IT and security
- Runs on subscriptions you hold; we run no servers.
- Every change is logged.
- Your CRM permissions and reports stay as they are.
We run on this
Green Irony runs its own pipeline this way. Claude drafts every deal update from our calls and email, and we approve it. This is our own experience, not a promise for your team.
This AI actually knows there have been no Slack, no email, no phone, no touches in 24 days. This is a big deal.
Run it next to the CRM you have.
| Today | With Claude |
|---|---|
| Rep types the record | Claude writes it, rep confirms |
| Forecast is the rep's opinion | Forecast cites calls, email, meetings |
| Stale deals found in pipeline review | Stale deals flagged when activity stops |
Start with Claude writing deal records alongside the CRM you have, kept in sync.
One monthly fee
What it covers
One monthly fee covers support, administration, and the new workflows we build with you.
Billed to you directly
Your Claude and database subscriptions stay billed to you directly.