Scout
Summarizes recorded calls into the account-notes doc.
Run· Mixed
Sales pipeline
Lightweight CRM. Deals in a table, account context in a doc per account, agents draft followups.
Open in DockSales teams 2–20
The sweet spot between a spreadsheet and Salesforce: a deal table, a per-account doc, and a lost-reasons table. The doc captures relationship context that doesn't fit a column; the table makes the pipeline reportable. Scout summarizes recorded calls into the account doc. Argus drafts the next-step email. Flint advances stages on closed-won.
What's in the workspace
3 surfaces, one workspace.
- Deals (table)
- Account notes (doc)
- Lost reasons (table)
The agents earning their keep
Argus
Drafts the next-step email from the latest note.
Flint
Advances stage on closed-won, archives lost.
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