Pipeline

A CRM that updates itself
after every call.

Reps do not skip the CRM because they are lazy. They skip it because the next call starts in four minutes. Almanac writes the record from the call itself.

An AI agent that answers questions about any deal

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Almanac/PipelineDealsForecast

Open pipeline$1.24M

Weighted forecast$512K

Needs you now2

Needs you now

Harbor Point HealthProposal · Next: security review with IT

$118KOverdue 2d

Cedar Grove RetailNegotiation · Next: pricing sent, waiting on legal

$76KToday

On track

Northwind LogisticsDemo · Next: demo with Raj, Oct 14

$240KStrong

✓ Updated by Almanac after each call

After every call

The record updates.

Almanac reads the transcript and updates the deal record. You review the changes instead of typing them, and each one links to the moment that caused it.

Almanac/Pipeline/Northwind LogisticsUpdated from today’s call

StageQualificationDemo

Amount$96,000$118,000

Win probability20%35%

Close dateNov 28

Changes from this call

StageQualification → Demo14:22“Let’s get your team a demo next week.”

Amount$96,000 → $118,00018:05“We’d add the Dallas hub, so 120 more seats.”

People+ Raj Patel, IT Security21:40“Raj will need to sign off on security.”

Next stepSecurity review with Raj · Oct 1431:02“Wednesday the 14th works for Raj.”

Deal agent

Stop reading the notes.
Ask the deal.

Ask the agent a question about a deal and it answers from the call history, with the call and timestamp it came from. Useful as a two minute refresher before the next call. Handoff briefs for other teams are covered on the After the call page.

Almanac/Northwind LogisticsAsk Almanac

What is blocking this deal?

Procurement signs off on anything above $50K, and Maya hasn’t named who owns it yet. Call 2 · 11:40 Call 3 · 06:15

Have we talked about security?

Once, for 40 seconds. Their IT lead hasn’t joined a call yet. Call 2 · 22:05

Ask a question about this opportunity…

This-call prep

Any call type,
any stage of the cycle.

A cold first call and a late-stage ROI review need different coaching. Almanac preps the slice of your playbook for the call you are running: the objectives to hit and the questions still open for this account.

Pre-call checklist · 2 must

Discovery

Must

Name the economic buyerQualification gap · open since call 1

Must

Confirm the Q4 timelineFollow-up from last call

Should

Find out who owns security reviewObjective

Should

Send the pilot plan they asked forOpen commitment · due Friday

A CRM that updates itself after every call.

Stop reading the notes. Ask the deal.

Any call type, any stage of the cycle.

A CRM that updates itself
after every call.

Stop reading the notes.
Ask the deal.

Any call type,
any stage of the cycle.