Kanban deals, AI lead scoring, health scores, leaderboard XP, 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
What's inside
Daily workflow
Morning
Sorted by urgency score. Claude has already flagged the top 3 — Wipro (stalled 12 days), HDFC Insurance (proposal not opened), and Tata Motors (champion left). Each has a one-line suggested action.
"Wipro deal — last activity 12 days ago. Suggest: send check-in message."
Midday
The deal moves to Won. XP confetti animates, Priya's leaderboard rank jumps to #2. The team activity feed shows the win. Sentinel automatically creates a draft invoice in Finance for ₹18L.
Leaderboard: Priya ↑ to Rank #2 — 2,840 XP this month
Afternoon
Without being asked, Claude ranks the 4 deals most at risk of going cold. For each, it drafts a tailored follow-up email pulled from the deal history. Priya reviews and sends in 3 minutes.
"Draft saved to outbox: 'Quick check-in — HDFC × Sentinel'"
Drag deals across fully customisable stages. Stage totals, deal count, and win-rate visible at a glance. List view with bulk actions included.
Every contact gets an automatic quality score (0–100) based on company size, ICP fit, and engagement signals. Refreshes daily.
Full history on every contact: emails, calls, notes, tickets, invoices, and deals — all in one timeline. 9 standard field types plus custom fields.
Arc gauge showing deal vitality. Drops when there's no activity, recovers when the team engages. Claude flags deals below threshold.
Auto-scheduled reminders based on last activity date and deal stage. Snooze, reassign, or let Claude draft the follow-up message.
6-tier gamification system for the whole team. XP awarded on deal close, activity logged, and streak maintained. Resets monthly.
Multi-step outreach flows combining email, WhatsApp, and tasks. Set delays, conditions, and auto-exit rules per sequence.
Tag reasons on every closed deal. Aggregate view shows top win factors and loss patterns — filterable by stage, owner, and deal size.
Model your exact sales process. Add text, number, dropdown, date, or formula fields to any deal. Filter, sort, and report on all of them.
Lead scoring happens automatically on every new contact. Deal health scores update daily. Pre-call briefs are generated on demand. And if you ask Claude which deals are at risk — it tells you exactly which ones, and why.
Sentinel AI
● ActiveCross-connections
Won deals auto-create draft invoices in Finance with the correct amount, GST type, and billing contact pre-filled.
Learn more →Deal stage changes trigger follow-up sequences automatically. No manual enrolment — the workflow fires the moment a deal moves.
Learn more →Contacts from lost deals are re-enrolled into nurture campaigns without any manual step. The handoff is invisible.
Learn more →9 contact field types·6 leaderboard levels·Health score on every deal
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