Manage your entire sales pipeline, automatically
Your CRM agent creates opportunities, updates deals, researches customers, and schedules meetings without you clicking into your CRM.
Works with
Powering the best sales teams
Built for AEs, account managers, RevOps leaders, and sales operations
What are my top deals to focus on today? Rank them by momentum.
Here are your top deals ranked by momentum based on stage, recency, and buying signals:
| Deal | Stage | Signal | Next Step |
|---|---|---|---|
| Anchormark | Negotiation | Call yesterday, budget confirmed | Send pricing proposal |
| Foliopay | Discovery | Champion engaged, demo scheduled | Prepare custom demo |
| Crestline | Proposal | Budget approved, legal reviewing | Follow up with legal |
| NovaTech | Discovery | Downloaded whitepaper + pricing page | Send case study |
| Meridian | Qualification | VP replied to cold email | Schedule intro call |
Anchormark has the freshest signal and highest close probability at 78%. The Foliopay demo is tomorrow at 2 PM, so you may want to prep the ROI slide with their usage data. Want me to pull the Anchormark call summary?
Yes, pull the Anchormark call summary and update the next steps in Salesforce.
Done. Key points from the Anchormark call: Sarah confirmed a $120K budget, wants to go live by Q3, and needs SSO and audit log features. I updated the Salesforce opp with next step "Send pricing proposal" and moved the close date to June 30. The call recording link is attached to the activity.
Contact
CRM record
Customize your agent
Give your agent superpowers by connecting apps
HubSpot
Apollo
Gong
Slack
Gmail
Outlook
Discord
Google Sheets
Google Calendar
Google Drive
Notion
Google Maps
Linear
Jira
GitHub
PostgreSQL
LinkedIn
Google Ads
Meta AdsSalesforce
5 Tools- Re-prioritize records
- Transcripts to CRM
- Slack to CRM
Build your CRM agent once, run it everywhere.
Connect your tools
Connect CRM, calendar, email, call, and spreadsheet tools so account context stays in one operating loop.
Add custom skills
Teach the agent your stages, qualification fields, priority signals, and update approval rules.
Confirm before write
Show the current value, proposed value, and evidence before any CRM write.
Source every field
Attach a quote, URL, record, or transcript line to every enriched value.
Rank by momentum
Prioritize deals with fresh buying signals over stale late-stage records.
Use fast models for routine updates and heavier reasoning when the agent needs to reconcile messy account history.
Interact with agents like colleagues
Tag @Spinrun in your favorite channels and ask questions. Replies come back with sources and clear next steps.
#pipeline
What are my top deals to focus on today? Rank them by momentum.
Here are your top deals ranked by momentum based on stage, recency, and buying signals:
| Deal | Stage | Signal | Next Step |
|---|---|---|---|
| Anchormark | Negotiation | Call yesterday, budget confirmed | Send pricing proposal |
| Foliopay | Discovery | Champion engaged, demo scheduled | Prepare custom demo |
| Crestline | Proposal | Budget approved, legal reviewing | Follow up with legal |
| NovaTech | Discovery | Downloaded whitepaper + pricing page | Send case study |
| Meridian | Qualification | VP replied to cold email | Schedule intro call |
Anchormark has the freshest signal and highest close probability at 78%. The Foliopay demo is tomorrow at 2 PM, so you may want to prep the ROI slide with their usage data. Want me to pull the Anchormark call summary?
Keep them watching in the background
Schedule recurring checks, alerts, and digests so your agents keep working when chat is quiet.
Priority Rerank
Daily at 6 AM
Transcript Sync
After every call
Enrichment Run
Weekly batch
Share with your team
AEs run the agent, RevOps owns the rules, and leadership audits the changes.
Katherine
Admin
Max
Editor
Lizzy
Viewer
Watch them get smarter
Every accepted field update and every rejected recommendation improves the shared playbook.
Enterprise-grade
With enterprise-grade infrastructure and security
SOC 2 Type II
Independently audited security controls and compliance reporting.
Scoped app access
Each connector runs with explicit account context and least-privilege scopes.
Role-based access
Admin, Editor, Viewer roles with audit trails on every agent action.
Human approval gates
Sensitive writes can pause for review with diff and evidence attached.
Source-backed work
Outputs keep references to records, files, messages, transcripts, or URLs.
Audit logs
Every prompt, tool call, and write is logged for compliance review.
SSO + SAML
Bring your identity provider — Okta, Azure AD, Google Workspace, more.
Usage monitoring
Track agent runs, model costs, and tool calls per team and per workflow.
Resources to help you go further
Implementation guide
How to roll out manage your entire sales pipeline, automatically with approvals and audit trails.
Connector checklist
Recommended apps, scopes, and fallback steps for Sales, RevOps, Accounts, Leadership.
Agent review playbook
A practical review flow for prompts, monitors, team roles, and recurring runs.
Tasks automated to date
931,877,758
Build the pipeline agent your team will actually use
Every accepted field update and every rejected recommendation improves the shared playbook.