Ask your pipeline anything.
RevCycle pulls out what was said, what was promised and what is at risk in every meeting. Ask Buddy, and the answer comes with its source.
Example questions your team asks Ask Buddy: Which deals need attention before Monday? What did we promise Halden on data residency? Who signs at Kerner Systems? Summarize the week for the leadership meeting.
What's behind the answer?
Captures
Meetings are recorded. Email and calendar are followed.
Understands
Promises, risks, competitors, decision makers and coaching signals are pulled out.
Acts
The CRM is updated, actions land with their owners, and each customer's memory grows.
You ask⌘K
Ask Buddy answers from all of that memory.
Works with Pipedrive, HubSpot and Zoho. Connects to Google Calendar, Gmail, Meet and Zoom.
Coaching · 6 repsWhere your pipeline stands, in one question
Which deal moved, which one slowed down, where the risk is. Together with what was said in the meetings.
- What changed this week?
- Which deals slowed down?
- Which won deals look like this one?
Example. Question: Can you give me a quick rundown of this week? Answer: Three deals moved. Halden is going well; Mayhew and Plainview need a look.
The whole story of an account, in one answer
Every meeting adds to the customer's memory. Who decides, what was promised, what came up last time: just ask.
- Where do we stand with Halden Software, who decides, and what did we promise?
Example. Question: What's the latest with Halden, and what did we promise to whom? Answer: The proposal is on the table and Marek makes the call. One promise is still open: data residency confirmation by Jul 17.
Where your team is strong, and where it gets stuck
RevCycle reviews every meeting, so you see trends and competitor mentions across the whole team.
- How did discovery questions go over the last 4 weeks?
- Where did Competitor A come up most?
- Which objection comes up most?
Example. Question: How is the team doing on discovery questions, and where do competitors come up? Answer: Discovery questions are up, to 4.6 per meeting. Competitor A comes up most in pricing conversations.
One step from answer to action
Follow-up email, CRM update, task. Buddy drafts it, you approve it.
- Draft the follow-up email
- Move the deal to the next stage and add a note
- Set up a meeting next week
Example. Question: Can you draft the follow-up email to Marek? Answer: The draft is ready, take a look before it goes out. I'd also move the stage to Proposal.
It doesn't make things up. It shows the source.
Every sentence rests on a record. When one doesn't, Buddy tells you.
Transcript · Proposal meeting · Jul 14
Marek Duval12:40“We went over pricing with the team. The budget is approved for this quarter, but we want to start with 12 seats.”
Every team asks its own question
For every team
You said you would send the SSO setup document by Friday. It hasn't been sent yet.
Proposal meeting · Jul 14Frequently asked questions
From recorded meetings and the promises, risks and actions RevCycle pulls out of them; from connected CRM records, the calendar and documents your team adds. Every answer shows the record it is based on.
Where your data is hosted and how it is protected is covered on the Security page.
Everyone asks only about the meetings and records they are allowed to see. Owners and admins set visibility, and Buddy never goes past that line.
No. It shows every change it suggests with the old and the new value. It writes only when you approve, and the change can be undone.
Yes. You can ask in Turkish, and the source opens in whatever language the meeting was held in.
Ask your first question with your own data
Connect your calendar and CRM, and Buddy starts answering from your first meeting.