On their own
- Read open deals
- Check them against your rules
- Rank who deserves a call
- Draft the notes for each deal
Sales
Find stale deals and missing next steps before Monday.
Every Friday a sales team reads your open deals, finds the ones that are stale, missing a next step or quietly dead, and hands you a short list of the two calls worth making.
Free and open source. macOS, Windows and Ubuntu.
Pipeline review
Every Friday at 3, review the open pipeline. Flag stale deals, missing next steps and anything past its close date. Tell me the two calls to make Monday. Change nothing.
Your Chief of Staff put a team on it
- Analyst
- Sales
- Research
Pipeline, Friday 3:00
- 42 open deals checked against your rules
- 9 stale: no activity in 21 days
- 6 missing a next step
- Call Monday: Keller & Co and Northfield, both past their close date
Waiting for your approval
Approve the 6 proposed CRM updates?
An example of the job. Your team works on your own work.
The team it puts on it.
Your Chief of Staff picks the specialists the job needs. Each one has its own role, instructions and engine.
Analyst
Checks every deal against your stage rules and dates
Sales
Reads the history and says which deals are worth a call and why
Research
Looks for news on the buyer that changes the picture
How it runs.
- Step 1Point it at the pipelineYour CRM through connected apps, or this week’s export as a CSV.
- Step 2Set the rules onceWhat counts as stale, which fields must be filled, what a real next step is.
- Step 3Every Friday, a short listStale deals, missing fields and the two calls worth making, each with the reason.
- Step 4You update the CRMIt lists the changes it would make. You approve them, or make them yourself.
What the team does, and what waits for you.
Waits for you
- Changing any CRM record (new bots start in Ask mode, which asks before each write)
- Emailing any buyer
Start from a ready-made team.
From Murage’s library. Import one, look inside, and give it your brief.
Skills the ready-made teams load.
What the library teams above bring with them. Skill Guard scans each one.
- Discovery callIf the deck comes first, push back: discovery before pitch.
- Objection handlingAnswer the objections buyers raise, such as price, timing or a boss's sign-off, by working out what each one says about the deal.
- Close and next stepEvery meaningful conversation ends in one of four outcomes; only two count.
- Audience discovery & JTBD segmentationYou have raw material (interview transcripts, sales-call notes, support tickets, churn surveys) and need to turn it into segments the team can write to, price to, and channel to.
- Market ResearcherComprehensive market research including TAM/SAM/SOM analysis, primary and secondary research methods and customer persona creation.
- Pricing StrategistStrategic pricing guidance covering cost-plus, value-based, competitive, freemium, tiered, and usage-based models and with psychological pricing tactics.
What you need.
What it takes to run this job. The Murage app is free; your AI provider bills you as usual.
- Murage and an AI engine (your existing Claude or ChatGPT plan, or an API key)
- HubSpot, Salesforce or another CRM through Flux Router credits or your own connected-apps key, or a CSV export
- Murage open on your computer at run time. A run up to 12 hours late still happens
Rather have it set up for you?
We build your first pipeline review team with you, connect your tools and write your House Rules. Tell us what you need and we’ll quote before anything is booked.
Questions about pipeline review.
Will it update deals on its own?
Not by default. New bots start in Ask mode, so every change waits for your OK. It works fine from a read-only export too.
Which CRMs work?
Any CRM in the connected-apps catalog, with Flux Router credits or your own connected-apps key. A CSV export always works.
Pipeline review: hand it to a team tonight.
Give your first job to Murage.
Download the free app, connect the AI you already pay for, and tell your Chief of Staff what needs doing. Plan on about ten minutes from install to a working team.
No account needed · Runs on the AI plan you already pay for