Lindy for sales
Pipeline changes, call notes, handoffs, and the pre-call brief. Tag Lindy in Slack and it runs them.
What Lindy runs for sales
Each one runs on a schedule you set, in the channel you pick.
+3Which deals moved, stalled, or need you, based on your CRM, meetings, and inbox.
+1Deal closes: CRM updated, handoff created, CS pinged, kickoff scheduled, welcome email sent.
+2Ask a month of sales calls one question and discover why deals are lost, what questions win, and how to coach reps.
+3Takes a sheet of leads, drafts a personalized sequence for each, and tracks status back on the sheet.
+2Reads your calls to learn your best-fit customer, then researches and enriches a fresh lead list.
+2Monitors your Slack, meetings, and email, then updates your CRM exactly the way you want.
Your call
Same job, three depths. Ask Lindy for whichever you need.
Alert
@Lindy ping me if any deal goes quiet for more than five days
Acme has gone quiet. Six days since the last reply and the champion dropped off the thread. The nudge is drafted.
One line in Slack when a deal needs you.
Digest
@Lindy post the deal pulse every morning
Deal pulse. One deal needs you today:
Every deal that moved, stalled, or needs you, each morning.
Dashboard
@Lindy make it a live board for the forecast call
Done, link below. Live from the CRM, the notes, and the threads:
A live board with every deal behind it, ready for the forecast call.
People use Lindy at some pretty cool places.
Put Lindy to work in two minutes.
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