Data Agent · Chat with your CRM

Just ask.

Every user, every department, every question. Pipeline forecasts. Account briefings. Meeting prep. Slack-style chat with your CRM data — no dashboards, no reports, no waiting on RevOps.

What's at risk this quarter and why?
keflo · agent
3 deals at risk for Q3:

Globex Inc ($840k) — Champion silent 18d, "evaluating alternatives" said Sept 12
Initech ($240k) — No economic buyer engaged, security review pending 21d
Hooli ($95k) — Close date pushed twice, sentiment ↓ 22%

Total at risk: $1.18M · ~24% of pipeline. Want a Slack thread per deal?
Yes, and prep me for the Acme call at 2pm.
keflo · agent
Slack threads created.

Acme · 2pm briefing:
Decision call. Jordan (econ buyer) + Sara (champion) attending. Last call: legal review pending, "let's get this signed." Open: pricing for SSO add-on. Risk: none flagged.
Ask anything about your CRM…
~5s
Avg. answer latency
Questions per user
0
SQL needed
100%
Cited answers

Four kinds of conversations change everything.

No new tool. No new training. Just ask, get an answer with sources.

Pipeline + forecast

"What's my Q3 forecast and what's the confidence interval?" "Which deals could slip and by how much?" Real numbers, real reasoning.

Meeting prep

"Prep me for the 2pm with Globex." Briefing card with attendees, last conversation, sentiment, open items, suggested talking points.

Account briefings

"Summarize the last 90 days at Acme." Every call, email, ticket — synthesized into one paragraph you can read before a QBR.

Cohort analysis

"Why do deals in EMEA close slower than NA?" The Agent runs the analysis, surfaces the pattern, and shows you the source records.

Trigger workflows

"Slack the CRO when any deal > $500k drops momentum by 20%." Define the rule in English. keflo monitors forever.

What-if scenarios

"If we accelerate every Discovery deal by one stage, what does my forecast look like?" Sensitivity analysis, no spreadsheet.

Every answer · cited

Plain English in. Real answers out — with sources.

Every claim links to the source record. Every number is computed on live Salesforce data. Every recommendation explains its reasoning. No hallucinations, no "trust me" answers — your RevOps team can audit any query.

  • 01 Citations on every claim — tap to jump to the source
  • 02 Computed live from your Salesforce data, not a stale snapshot
  • 03 Role-aware: a rep sees their pipeline, a CRO sees the whole org
  • 04 Conversation history saved per user, threaded by topic
How is Q3 trending vs. Q2?
keflo · agent
Q3 is pacing +18% vs Q2 at this point in the quarter ($4.2M vs $3.6M booked).

Two drivers: +27% new logos, and −12% slip rate (deals moving stage on time).

Concern: top-of-funnel is −9% MoM — Marketing should know.
Sources · 14 opportunities · 2 reports
Flag this to Marketing in Slack.
keflo · agent
Posted to #marketing-revops. Tomás replied: "On it — campaign refresh planned for next week."
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