crm-pipeline
Obsidian-native sales pipeline management. Track deals through stages, log activities, review pipeline health, and never lose a follow-up.
Inputs
- transcript — Meeting transcript or call notes
- scope — Company or client-id
- deals — Existing deal notes used as context for updates and stage progression.
How you ask
- Update the pipeline stage for the Acme Corp deal
- Review all deals in the negotiation stage
- Add a new prospect to our sales pipeline
- Run a pipeline health report for this quarter
Outputs
- output (markdown)
- pipeline-health (markdown)
- pipeline-review (markdown)
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[CEO / Founder, Head of Sales]