Ask Your CRM
Ask your CRM anything
No dashboards to build, no filters to fight. Ask in plain language and get a real answer, backed by your actual records.
Why did we lose deals last month?
You lost 6 deals in June. Four cited pricing after the new tier launch, and two went quiet after a no-show that was never rebooked. Deals with a follow-up within 24 hours closed 3x more often.
6 deal records
9 call summaries
23 email threads
Which deals went quiet after the no-show?
Northwind Retail and Vega Logistics. Both had a demo booked for June 12 that never happened, and neither has been contacted since. Northwind opened your last email twice this week, so they are still paying attention.
2 missed meetings
2 email opens
Rebook both and draft a re-engagement email for Northwind.
Done. Meeting invites are queued for Tuesday and Thursday morning, and a draft email referencing Northwind’s pricing questions is waiting in your review queue.
2 invites queued
1 draft ready
Real Questions
Questions teams actually ask
“Which deals are most likely to close this month?”
“Who hasn’t been touched in two weeks?”
“What objections came up most in demos this quarter?”
“Summarize everything with Ruby Capital before my 2pm.”
“How does this quarter compare to last for new pipeline?”
“Which rep needs help with their pipeline right now?”
Answers With Receipts
Every answer shows its work
Answers link back to the deals, calls, and emails they were built from. Click any citation to see the underlying record, so you can trust the number in your next board meeting.
Sources for this answer
Deal: Northwind Media · closed-lost · June 18
Call: “budget went to the new data platform”
Email: pricing objection thread, 4 messages
For Every Role
One question box, every job
Founders
Board-ready numbers without asking anyone to build a report. Ask, screenshot, done.
Sales leads
Coach with facts. See which deals need help, what’s blocking them, and who’s slipping, in seconds.
Reps
Walk into every call briefed. Ask for the full story on any account and get it in one answer.
FAQ
Questions about asking questions
How accurate are the answers?
What if the data needed isn't in the CRM?
Can I save or share an answer?
Does it respect permissions?
Can it act on an answer too?
Ask your first question today
Connect your data and get a real answer about your pipeline in the first five minutes.