Customisable stages from discovery through qualification, proposal and negotiation to closed, with weighted forecasting
WORKSPACE CONCEPT
Sales Pipeline
Every opportunity, its real probability, and what has to happen next ; with the proposal already drafted when it reaches that stage.
Sales Pipeline
4Example roles
5Connected workspaces
A QUESTION THIS WORKSPACE CAN SUPPORT
“Which deals moved to proposal this week?”
AUTHORITY IN CONTEXT
The right scope
for each person.
| Example role | Scope |
|---|---|
| Sales rep | Own deals and own accounts |
| Sales manager | Team pipeline, forecast and rep activity |
| Revenue head | All regions, all products, full funnel |
| Director | Forecast versus plan, consolidated |
QUESTIONS THAT MOVE WORK
Ask in the language
of your operation.
Which deals moved to proposal this week?
What is my team forecast for the quarter, weighted?
Which deals have had no activity for 14 days?
These are example questions. A connected deployment uses your records, permitted models and access rules.
WHAT TO SCOPE
Give the workspace
a clear job to do.
Select the capabilities your SOP needs. Availability, integrations and the boundary between preparation and execution are confirmed during scoping.
Kanban, list and forecast views over the same pipeline, each showing value, probability and expected close
Stage-based automation, moving a deal to proposal fires the proposal agent automatically
AI proposal generation in full markdown from deal context: industry, size, requirements discussed and competitive position
Pipeline health score computed continuously from velocity, stage distribution, activity volume and win-rate trend
Deals-at-risk detection from activity decay, so a quiet deal surfaces before it is lost
CANDIDATE CONNECTIONS
The tools you use.
The context they hold.
Confirm the records to read, the actions to permit and the systems that remain the source of truth.
UBIQ CRMSalesforceGmail / OutlookGoogle CalendarDocuSignpgvector
Illustrative integration options from the DaffyOS catalogue. Compatibility and credentials are checked for your environment.
Explore deployment boundariesIN YOUR INDUSTRY
A familiar workspace.
A different operating context.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.