Features · Sales
A sales pipeline that builds itself
Every conversation with a potential client becomes a deal with a stage, an amount and a next step. When one starts going cold, Tessa lets you know and has the follow-up email ready.
You sell over email but track sales from memory
At a startup or a small services firm, sales run through email and meetings: someone asks for information, you send a proposal, you negotiate price. Knowing where each deal stands depends on somebody logging it in a spreadsheet or a CRM, and that rarely happens on time.
The cost shows up late: the proposal nobody followed up, the client who was ready to sign and drifted away, the quarterly forecast that's really a guess. It isn't a lack of discipline. It's a lack of time for data entry.
How it works with Tessa
- 1
Tessa spots deals in your email
While reading your inbox, she recognizes sales conversations and pulls out the stage, a title, the amount when mentioned and the next step.
- 2
She creates or moves the deal
Deals are grouped by company (by email domain) and move forward as the conversation does. Colleagues' emails and automated messages don't count.
- 3
She flags what's going cold
If an open deal has had no activity for days, she tells you and leaves a follow-up email in your inbox, ready to send in the same thread.
- 4
You stay in charge
Drag a deal to another stage or use the selector. If you have a CRM, push it to HubSpot or Pipedrive in one click.
What you get
- No data entryThe pipeline comes from your daily work, not from forms.
- Nothing goes cold unnoticedStalled-deal alerts arrive with the next email already written.
- Company view, not surveillanceTotals are per stage. There are no leaderboards or per-rep numbers.
- Works with your CRMWith HubSpot or Pipedrive connected (beta), see their deals next to yours and push new ones across.
- AccessibleMove deals by dragging or with a selector, for people who don't use a mouse.
What it looks like in practice
Say a prospect emails asking for pricing. A deal appears under “Proposal” with their company name. You send a €12,000 quote and the deal picks up the amount. A week passes with no movement: Tessa flags it and drafts a follow-up. The client replies asking for a discount, and the deal moves to “Negotiation”.
Who sees what
Everyone sees their own deals. Admins see all of them, with the owner's name, because a deal is company work just like a task. But the history an admin sees on someone else's deal is a summary with no link to the original email: the mailbox still belongs to its owner.
When you'll outgrow it
If you need custom pipelines, forecasting reports or a large sales team with territories, a dedicated CRM is the right tool, and Tessa will happily sit on top of it. For founders and small teams who just need to know where every conversation stands, this is usually enough.
What Tessa reads for each person stays private, your data is stored in the EU and nothing goes out without your approval.
Frequently asked questions
Do I need a CRM to use Sales?
No. The pipeline works from your email alone. If you already use HubSpot or Pipedrive, connect it (beta) and see its deals alongside Tessa's.
Does Tessa send follow-ups to clients on her own?
No. When a deal goes cold she leaves the follow-up in your inbox, and it only goes out when you press Send.
When is a deal considered stalled?
By default after 7 days without activity. She alerts you once per quiet spell, so she won't nag.
Can my boss see how much I sell?
Admins see company deals and who owns them, as they would a task. There are no leaderboards, per-person totals or individual performance metrics.
What if two people talk to the same client?
Each gets their own deal. Decide who owns it and close the other one manually.
Keep reading
- FeaturesA profile for every client, filled in for youTessa builds a profile for every client from your email, tasks and meetings: history, open items, upcoming calls. No data entry. Try it free.
- FeaturesIf they go quiet, Tessa remembers for youTell Tessa “follow up if they don't reply in 3 days” and she'll have the reminder drafted in the same thread, ready to send. Start for free.
- IntegrationsBetaHubSpot with AI: a current CRM without hours of data entryTessa looks up HubSpot contacts and deals, flags the ones going cold, adds notes and creates deals from your email. Always with your approval.
- IntegrationsBetaPipedrive with AI: a pipeline that matches what’s really happeningTessa reads your Pipedrive people and deals, flags the ones about to slip, and adds notes or creates deals from your email once you approve.
- GuidesHow to follow up with clients without a CRM (and not lose any of them)How to follow up with clients and leads without a CRM: a few stages, a follow-up cadence, email templates and the signs a deal is going cold.
- IndustriesAn AI assistant for startups doing everything with a tiny teamTessa watches for customers in trouble, builds your pipeline from email and drafts weekly and investor updates. Connect Google and Slack today.
What does your team look like?
Same AI for both. Where you start is what changes.
Startups
5 to 30 people
Grow without losing the thread
Tasks from email and Slack, follow-ups, sales and investors, without everything landing on the founders.
Companies
30 to 250 people
What gets decided gets done
Minutes and tasks from every meeting, commitments that get followed up and a pulse per team, without watching anyone.
Connect your email and see your real pipeline without typing a line.
Start freeFree plan for teams of up to 3 people. Anything that leaves the company waits for your approval.