A deals board, AI lead scoring, health scores, a leaderboard and sequences — all connected to Finance, Support and Marketing. No more spreadsheets as CRMs.
Prospect
Infosys
₹12L
Bajaj
₹8L
Qualified
Wipro
₹18L
HDFC
₹9L
Proposal
Tata Motors
₹22L
Won
Mahindra
₹31L
Leaderboard · This month
Demo data
What's inside
Illustrative workflow
Morning
It's sorted by urgency. Wipro (stalled 12 days), HDFC Insurance (proposal not opened) and Tata Motors (champion left) are at the top, each with its next step.
"Wipro deal — last activity 12 days ago. Suggest: send check-in message."
Midday
The deal moves to Won and Priya climbs the leaderboard. An automation notifies Finance and creates a task to raise the ₹18L invoice.
Leaderboard: Priya moves up to #2 this month
Afternoon
Priya asks Sentinel AI which deals are going cold. It lists them with the reason for each, and she asks it to set a follow-up on every one.
"Follow-up set: HDFC Insurance — tomorrow, 11:00"
Drag deals between stages on a board, or work from the list view, with the value and owner on every deal.
Sentinel AI grades your leads and explains why, so reps know where to start their day.
Each contact's emails, calls, notes, tickets, invoices and deals in one timeline, with custom fields for what your team tracks.
A health gauge on each contact that drops when activity stops and recovers when the team engages. Sentinel AI can also assess the risk on an open deal.
A follow-up list sorted by urgency. Owners are reminded when a follow-up is due, and missed ones are flagged.
A team leaderboard for deals and activity, so wins are visible to the whole team.
Multi-step sequences combining email, calls, WhatsApp and task reminders, with delays between steps. Enrol contacts yourself or from an automation.
A notetaker joins the call and drafts a brief. A person reviews and approves it before it is sent.
Add your own fields to contacts and deals to model your sales process.
Sentinel AI grades your leads with reasons, contact health scores refresh nightly, and call briefs are drafted for you to approve. Ask Sentinel AI which deals are at risk and it tells you which ones, and why.
Sentinel AI
● ActiveIllustrative example
Cross-connections
A won deal can notify Finance and create an invoicing task through an automation, so billing starts on time.
Learn more →Deal stage changes can enrol contacts in follow-up sequences through an automation.
Learn more →A lost deal can start an automation that adds the contact to a nurture sequence.
Learn more →Custom fields·Leaderboard·Contact health scores