Pipeline review for sales managers

See the deals that need your attention

Avo reads your sales activity and shows you which deals are at risk, and what it takes to move them forward.

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DealsThe customer hasn’t agreed to a next step.

No next step agreed 10 · 1,8 mio. krTask slipping 1Gone quiet 2On track 16All stages

DealRepAmountHeardLast 6 weekstodayNext step

1Brandt Automation A/SThe close date has moved four times.Emil196.000 kr17 dTask due 8 Oct
2Hvidsten Byg Holding A/SThe board has met. No call yet.Nanna128.000 kr11 dDate passed 30 Sep
3Vestmark Logistics Group A/SThe CFO isn’t involved yet.Mads385.000 kr17 dTask due 6 OctTask moved 6 times
4Stenbæk Engros ApSWe set the date, not the MD.Emil210.000 kr9 dTask due 7 Oct
5Egeløkke Industri A/SA good meeting. No concrete next step.Sofie240.000 kr4 dTask due 8 Oct
That’s today’s five. 5 more in this pile.
Odden Rederi A/SThe finance manager is away for two weeks.Mads84.000 kr12 dNo next stepHandled · Nothing to send
Fjordbyen BoligerThey’re changing ERP first.Rasmus56.000 kr9 dNo next stepHandled · Nothing to send
Stenhavn Terminal A/SThe CFO has to see it first.Sofie226.000 kr8 dAssigned task due 5 OctTask out with the rep · Nothing to send

Always know what your pipeline really looks like.

And what it takes to close the gaps.

See where every deal stands

Progress is what the customer has agreed to. Not just what your rep has done.

On track

Askholm Værktøj A/SContract meeting booked with the CFO.

No next step

Vestmark Logistics Group A/SThe CFO isn’t involved yet.

Gone quiet

Tarup Gods A/SNo reply to two emails after the meeting.

See what’s actually moving

Your team’s week in one picture: what moved forward, and what slipped.

Vestmark Logistics slipped.

Know why a deal slipped

Your CRM shows what was written down. Your meetings show what was said.

Vestmark Logistics Group A/SSlipped this week

Meeting recap · 24 Jul

The CFO has to review the business case before they can go ahead.

CFONo contact

Finance managerLast reply 14 Sep

Why it slippedThe CFO isn’t involved yet.

Have the next step ready

“Follow up on the proposal” becomes “Meet the CFO about the business case”.

Vestmark Logistics Group A/S

The CFO isn’t involved yet.

Mads

17 d

Task due 6 OctTask moved 6 times

Task for Mads

Suggest a meeting with the finance manager and the CFO about the business case

Replaces “Follow up on the proposal with the finance manager”, due Tue 6 Oct, in HubSpot

Your data stays in the EU

GDPRA data processing agreement before anything is connected
Stored and processed in the EUIreland, Sweden and the Netherlands
EncryptedIn transit and at rest

Connect your CRM and your meetings.
That’s the setup.

Once per rep. After that, your reps work as they do today.

Meetings in the room too. Avo records them from the rep’s phone. See how

FAQ

What can Avo do that our CRM can’t?

Your CRM stores the activity. Avo reads it every night, with your meetings. So you see which deals have stalled, why, and what the next step is.

Do my reps have to change anything?

No. They connect their meetings once and sell as they do today. Avo writes a recap of every meeting into your CRM, so no one has to type.

Can I trust what Avo tells me?

Yes. Every read shows what it rests on: the customer’s own words and the activity in your CRM. You can always open the deal and check for yourself.

No deal goes quiet without you knowing

See it on your own pipeline.