Marketplace

Evaluates deal close date validity and timeline realism with a traffic-light checklist.

Summarizes open/won/lost deals for a contact with win rate calculation.

Validates six critical contact data points for completeness and accuracy.

Proposes 3 meeting slots respecting rep availability, contact business hours, and timezone constraints.

Generates three tailored cold emails using account industry and company size. Optionally incorporates product interest if available.

Identifies open deals with no activity beyond threshold and displays stalest deals first.

Identifies high-ICP accounts with no recent outbound activity for re-engagement prioritization.

Computes 4-component health score with traffic-light status visualization.

Finds contact's recent LinkedIn posts and drafts personalized engagement comments.

Identifies deals that moved backward in pipeline stages within the lookback period and displays regression details.

Detects when multiple sales reps have engaged contacts at an account within the configured window. Shows warning with involved rep names and activity table when overlap occurs.

Groups open deals by pipeline stage with deal count, total value, and average deal size. Sorted by pipeline stage order.

Groups US accounts by region using zip code mapping, computes revenue metrics, and displays sorted regional performance.

Calculates renewal probability using usage, NPS, tickets, and engagement metrics. Generates AI retention plan when risk is high.

Identifies sales reps with pipeline significantly above/below team average. Flags outliers based on configurable threshold.

Computes a 0-100 engagement score based on recent emails, meetings, and touch recency.

Classifies accounts into revenue/engagement tiers with grouped table output.

Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.

Displays the most recent deal activities with relative timestamps and truncated subjects.

Generates subject line and opening line alternatives for marketing email drafts using AI.

Translates contact emails to English and drafts professional replies in the original language.

Analyzes campaign performance, computes ROI and conversion rates, and provides AI-driven scaling recommendations.

Summarizes recent ticket email threads into ask, attempted, unresolved, and next steps.

Identifies high-frequency support topics missing from knowledge base articles. Scalability note: For large ticket volumes, adjust `min_occurrences` or `lookback_days` to optimize performance.

Forecasts pipeline by month with weighted totals and AI narrative.

Finds and classifies recent news for contacts in target lifecycle stages. Shows only significant events.

Three-check risk assessment for deal health. AI analysis runs when enabled and risks are detected.

Searches recent public news for a contact and company, then generates a warm, professional icebreaker sentence referencing a specific event.

Computes weighted risk subscores for activity, close date, and contacts, with optional AI narrative.

Displays deals created in the last N days sorted by amount descending.

Analyzes email thread response times against SLA and engagement metrics.

Lists deal contacts with AI-classified roles and confidence scores.

Computes weekly pipeline metrics across all open deals.

Checks deal.competitors field and uses AI to scan recent notes/emails for new competitor mentions.

Analyzes renewal risk factors 60 days pre-renewal. Computes weighted risk score, recommends action, and cites state notice requirements for non-renewal cases.

Computes days since last email/call/meeting and recent interaction count for contact view.

Analyzes insurance application risk using coverage amount, claims history, and geographic factors. Provides risk classification and actionable recommendations.

Tracks open compliance tasks with urgency-based sorting and visual status indicators.

Scans recent transactions for structuring, frequency anomalies, rapid policy changes, and geographic inconsistencies. Flags accounts for SAR filing per BSA/FinCEN guidelines.

Lists the 20 most recent deals marked closed-lost in the past 30 days with key details.

Verifies compliance with 15 U.S.C. §1681m adverse action notice requirements for denied rental applications.

Validates commission splits against total, checks signatures, and ensures roles are documented before closing.

Validates dual-agency disclosures and consent timing for same-brokerage transactions.

Extracts text and alt-text from marketing assets, evaluates against state advertising rules, and renders a compliance checklist with statutory citations and penalty warnings.

Compares Loan Estimate and Closing Disclosure against 12 CFR §1026.19 tolerances and flags violations.

Scans CRM records for sensitive PII patterns and maps findings to applicable regional regulations.

Validates real estate referral/commission splits against RESPA Section 8 (12 U.S.C. §2607) compliance rules.

Shows open deals per sales rep with pipeline value and average deal size.