A pipeline that fills itself in as you sell.
Deals, stages and history in one place, with every email, message and call already attached. The CRM stops being a form your team fills in after the fact and becomes the record of what actually happened.
- Activity captured automatically
- One timeline per deal
Opportunities
What it changes
Less time maintaining the CRM, more time in deals.
A board that matches your motion
Kanban, list or table over the same pipeline, with stages you name yourself rather than inherit from a template.
Context without the archaeology
Every email, call, message and stage change is on the deal already, so preparing for a call is reading, not searching.
Nothing lost between people
Mention a colleague, hand over an account or bring in a specialist, and the whole history goes with it.
Follow-ups that survive the week
Tasks live on the deal with an owner and a date, so the next step is a thing that exists rather than a good intention.
Bulk edits without a spreadsheet
Reassign an owner, shift a stage or update a field across a filtered set in one pass, straight from the view.
Health you can read
Vetta Brain reads the activity on every deal and writes how it is going, what could slip and what to do next, so a red flag comes with its reasons.
01Your pipeline
A board that matches your motion
Kanban, list or table over the same pipeline, with stages you name yourself rather than inherit from a template. Start from a template for outbound, inbound or enterprise motions, rename the stages to match how you actually sell, and import what you have.
- Kanban, list or table over one pipeline
- Stages you name, none you did not choose
- Templates for outbound, inbound and enterprise
02Automatic capture
The admin nobody does, done anyway
Because outreach and pipeline live in the same system, every email, LinkedIn message and WhatsApp reply is already linked to the right deal. The gap between doing the work and recording it disappears.
- Email, LinkedIn and WhatsApp linked on arrival
- Stage changes and notes in the same thread
- Nothing waiting to be logged later
03Together
A handover that needs no briefing
Owners, mentions, tasks and notes all live on the deal. When someone else picks it up, or a specialist is pulled in for a review, they read the account instead of asking whoever touched it last.
- Assign owners and mention teammates
- Tasks carry an owner and a date
- The full history travels with the deal
04Bulk edits
Clean up a whole set in one pass
Reassign an owner, shift a stage or update a field across a filtered set in one pass, straight from the view. The table and the board read the same pipeline, so tidying it never means a spreadsheet.
- Filter the set, select it, apply once
- Reassign owners and move stages together
- Update a field across every selected deal
Oliver Grant
Sofia Lind
Pieter de Vries
Elise Moreau
Rafael Costa
Luca Bianchi
Anna Novak- 40%
- less time spent on manual CRM updates
- 1 view
- for every piece of deal context
- 5 min
- to set up a full pipeline
On the route
Lead and deal management is the close stop. Every lead climbs on from here.
Questions
Lead and deal management, explained
How long does it take to set up a pipeline?
Minutes. Start from a template for outbound, inbound or enterprise motions, rename the stages to match how you actually sell, and import what you have. You are not obliged to keep any stage you did not choose.
Does activity really get captured on its own?
Yes. Emails, LinkedIn messages, WhatsApp messages and sequence activity are linked to the right deal and contact as they happen, because the outreach runs in the same system as the pipeline.
Can I see everything on one screen?
That is the intent of the deal timeline: one chronological view of every interaction, note, stage change and enrichment update, rather than four tabs and a shared drive.
How does the team work on the same deal?
Mention people, assign the deal or a task, and leave notes on the record. Everyone sees the same history, so a handover does not require a briefing call.
How do I know how a deal is really going?
Open its Vetta AI tab. Vetta Brain reads the emails, messages, notes and meeting notes on the deal over the last 7, 14, 30 or 60 days and writes the overview, the sentiment, the watchpoints and suggested next steps.
Can I import from my current CRM?
Yes. Bring a CSV or pull from another system with Data Import, which maps your columns, validates the rows and reports what it could not place before anything is written.
Lead and deal management
Run the pipeline. Not the paperwork.
Every interaction on the deal, without anyone stopping to record it.
7-day free trial · One timeline per deal · Cancel anytime