Call analysis · Proposal generation · Pipeline management
Deeply integrated workflows executing natively inside the Sovereign Stack ecosystem.
User opens Deal → Auto-Closer → Connect a Zoom or Google Meet recording (or upload manually) → System transcribes the full conversation → AI analyzes: Key needs: "Needs Shopify integration", "Price-sensitive" Objections: "Current contract ends in 3 months" Sentiment: Interested but cautious Budget signals: ~$5,000/year Timeline: Deciding in Q2 Competition: Mentioned Competitor X → CRM record auto-populated with all extracted insights → User reviews → Confirms or edits → Saved to the contact record → Next steps auto-suggested: "Send proposal by Friday"
User opens a deal → Clicks "Generate Proposal" → System pulls: Customer name, needs from Auto-Closer analysis → Template selection: Standard / Enterprise / Custom → System pulls: Pricing tiers from Legal, branding from Studio → Proposal preview: - Cover page with both company logos - Executive summary (AI-generated from call notes) - Solution overview tailored to their needs - Pricing table with selected tier - Terms and conditions → User customizes: Adjusts pricing, adds a custom section → "Send Proposal" → Enter recipient email → Proposal sent with document tracking → Tracking dashboard: Opened → Viewing page 3 → Time spent: 4 minutes → User knows exactly when to follow up
User opens Deal → Pipeline view → Kanban board: Lead → Contacted → Proposal Sent → Negotiation → Won / Lost → Cards show: Company name, deal value, days in stage, health score → Health indicators: 🟢 Active — Recent engagement 🟡 Stale — No activity in 7 days 🔴 At risk — No response after proposal sent → User drags a card to "Negotiation" → System logs the stage change → User clicks "At risk" filter → Shows only endangered deals → Bulk actions: Send follow-up, reassign, or archive
User opens a deal → "Follow-Up" tab → Sequence builder: Day 1: Send "Thank you" email after call (auto-generated from notes) Day 3: Check if proposal was opened → If not, send reminder Day 7: Send case study relevant to their industry Day 14: "Checking in" with a new offer → User can edit any email → AI drafts each based on deal context → User enables the sequence → Emails send automatically → If prospect replies at any point → Sequence pauses → User notified
User opens "Analytics" → Sales dashboard: Monthly revenue: $42.3K (↑18% from last month) Deals closed: 7 / Win rate: 34% Average deal size: $6,043 Average sales cycle: 23 days → Funnel chart: 120 leads → 45 contacted → 21 proposals → 7 won → Leaderboard (if multiple reps): Top performer, most active → Revenue forecast: "On track for $156K this quarter"
Lead captured in Reach (social DM or website form) → Deal receives notification: "New lead from Instagram" → Contact auto-created with: Name, source platform, first message, timestamp → Auto-assigned to the next available sales rep → Rep gets notification → Opens the lead → Full context visible → Rep clicks "Start Sequence" → Follow-up automation begins