random-assistant

Pipeline

Your deals, board or table.

See every deal by stage and move it with a drag. In Random's own CRM, Random marks the deals that sit too long.

  1. 01 · ReadsEvery deal

    In Random's own CRM, or from your connected CRM.

  2. 02 · ShowsBy stage

    As a board or a table, with value and win probability.

  3. 03 · MarksWhat sits too long

    Set a day limit per stage. Deals past it are marked.

What it does

See where every deal stands.

  • Board and tableDrag a deal to its next stage, or work through the list.
  • Stages your wayIn Random's own CRM, create, rename and hide stages, each with a win probability.
  • Weighted totalOpen value by stage, weighted by win probability.
  • Days in stageA limit per stage marks the deals that sit too long.

You stay in control

Stage moves in your CRM wait for you.

Moving or changing a deal in a connected CRM goes on an approval card first. How approvals work

Works with

HubSpot, Pipedrive and Attio.

  • HubSpot
  • Pipedrive
  • Attio

Your workspace is stored in the EU, and AI requests go to EU data centres. Your data and the EU

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