Pipeline

A CRM that updates itself
after every call.

Reps do not skip the CRM because they are lazy. They skip it because the call ended and the next one starts in four minutes. Almanac keeps the record instead, and it keeps it from the calls themselves.

  • Stage, deal size, contacts, and next step in one view
  • Fields updated after every call, with the evidence attached
  • An AI agent that answers questions about any deal
Reserve early access
Pipeline · Q3
  • $240K Evaluation
  • $118K Discovery
  • $76K Negotiation

Updated by Almanac after the call, 6 minutes ago

After every call

The call ends.
The record updates.

Almanac reads the transcript, then writes the deal record. You review the changes instead of typing them. Each change points back at the moment in the call that caused it, so you can check the work.

Stage

Almanac moves the deal when the call gives it a reason to move, and it names the moment that caused the change.

Deal size

The value updates as the scope changes: seat counts, products added, and the discount the prospect asked for.

People

Every name on the call joins the record with a role, so you always know who decides and who still has not spoken.

Next step

The commitment you made on the call, with the date you gave, written the way the prospect heard it.

Deal agent

Stop reading the notes.
Ask the deal.

Every call adds to the same record, so the account history is one thread from first discovery to close. Ask your AI agent a question about the deal and it answers from that history, with the call and the timestamp it came from.

  • Answers drawn from the calls, not from a rep's memory
  • Every answer cites the call and the moment
  • Works before the next call as a two minute refresher
Deal agent · Northwind Logistics

"What is blocking this deal?"

Procurement signs off above $50K and Maya has not named the owner yet. It came up on calls 2 and 3.

"Have we talked about security?"

Once, for 40 seconds on call 2. Their IT lead has not joined a call yet. Suggested as an objective for the next call.

Handoff

Anyone can take
the next call.

Need a teammate to cover a deal? Almanac writes a short brief on where it stands, straight from the record, so they can step in without a 30 minute catch-up. It does the same for customer success, sales engineering, and leadership.

How handoff docs and the post-call review work →