# Product

https://salesbond.app/product/

The SalesBond Product Suite

# One sales system. Every deal, rep, and decision connected.

SalesBond adds an always-on sales control and coaching layer to your CRM—auditing the pipeline, watching every deal, guiding every rep, helping managers lead, and showing owners what is really driving revenue.

[Explore the product suite ↓](#product-suite) [Run my free pipeline check](#product-final)

Autopilot for leaders · Copilot for sales teams · Built into the CRM you already use

Deal Health

Every deal watched

Manager Control Center

Team radar

Sales GPS

Today's priorities

Deal Doctor

Unstick any deal

Owner Dashboard

Plan vs actual

[5 of 10 products — see the whole suite ↓](#product-suite)

Everything in SalesBond

## From CRM structure to closed deals.

Start with a healthier CRM, turn pipeline signals into daily action, help every rep move deals forward, and give leaders the visibility they need.

1Audit the CRM 2Watch every deal 3Prioritize the work 4Coach the rep 5Track the plan 6Manage the team 7Measure the result

Foundation

Available

CRM Audit & Fix Plan

Finds structural gaps in your CRM and turns them into an approved Fix Plan.

[Learn more ↓](#crm-audit)

Available

Deal Health

Watches every deal with a live health score and surfaces risk early.

[Learn more ↓](#deal-health)

Daily Sales Execution

Available

Sales GPS

Builds each rep a prioritized daily action plan.

[Learn more ↓](#sales-gps)

Beta

Deal Doctor

Creates a practical game plan for any stuck deal.

[Learn more ↓](#deal-doctor)

Beta

AI Field Auto-Fill

Suggests and completes missing CRM data for approval.

[Learn more ↓](#ai-field-auto-fill)

Sales Management

Available

Sales Plan

Tracks plan versus actual with the pace needed to hit target.

[Learn more ↓](#sales-plan)

Available

Manager Control Center

One operational radar for reps, risks, and coaching.

[Learn more ↓](#manager-control-center)

Available

Owner Dashboard

The whole sales operation, plan to forecast, in one screen.

[Learn more ↓](#owner-dashboard)

Team Growth

Coming soon

Motivation & KPI

Turns the right sales habits into points, levels, and rewards.

[Learn more ↓](#motivation-kpi)

Coming soon

Training Academy

Continuous onboarding and coaching tied to real deals.

[Learn more ↓](#training-academy)

CRM Foundation

## CRM Audit & Fix PlanAvailable Start with a CRM that is built to sell.

SalesBond analyzes how your CRM and pipeline are structured—not just the deals inside them. It finds process gaps, explains their impact, and turns the findings into a prioritized Fix Plan.

Approved fixes can be applied automatically where the connected CRM allows it. Nothing important changes without authorization.

✓ Pipeline structure & stage logic review

✓ Required & missing field checks

✓ Data quality & duplicate detection

✓ Deal discipline & next-step rules

✓ CRM and pipeline health score

✓ Step-by-step Fix Plan with approvals

Built forOwnerSales ManagerRevOpsCRM AdministratorSolutions Partner

Outcome

A cleaner pipeline, more reliable data, and a CRM structure your team can actually use.

[Audit my CRM free →](#product-final)

CRM Audit & Fix Plan Sample data

68 / 100

CRM Health Score

Structure **74** Fields **52** Data quality **61** Discipline **70**

CriticalWon/lost reason missing on 100% of closed deals

ImportantNo required next step in the Negotiation stage

RecommendedMerge 14 duplicate organizations

Fix Plan · Step 2 of 9Awaiting approval

Make “Next step” required on all open-deal stages

Impact: restores follow-up discipline signals across 42 active deals.

Approve fix Review

Fixes are applied only after an authorized user approves them.

Always-On Deal Control

## Deal HealthAvailable Every deal watched. Every risk surfaced.

Deal Health continuously monitors every active deal and gives it a live health score. It identifies the opportunities that are moving normally, the deals that need attention, and the revenue most likely to slip away.

✓ Live health score for every deal

✓ Pipeline-level health score

✓ Stalled & silent deal detection

✓ Missing next-step & overdue alerts

✓ Time-in-stage monitoring

✓ At-risk queue with rep & manager alerts

Built forSales RepSales ManagerRevOpsOwner

Outcome

Fewer silent deals, earlier intervention, and a pipeline leaders can trust.

[See it in the live demo →](https://salesbond.app/#demo)

Deal Health Sample data

Revenue at risk

$132,600

All · 42 At risk · 7 Healthy

34

Delta Freight $18,400

No next activity scheduled · silent for 12 days

Recommended: re-engage the decision-maker

55

Novak & Co $9,900

18 days in Negotiation · proposal without follow-up

58

Brightline Media $24,700

Decision date has passed · close date outdated

82

Harbor Foods $31,200

On track · next step booked for Friday

Pipeline health71 · 42 deals watched

Daily Sales Priorities

## Sales GPSAvailable Tells every rep what to do—now and next.

Sales GPS turns CRM signals, deal health, deadlines, and sales targets into a prioritized daily action plan. Instead of opening every deal and deciding where to begin, each rep sees the actions most likely to move the pipeline forward.

✓ Prioritized daily action plan

✓ Next-best action for important deals

✓ Impact-based prioritization

✓ Follow-up recommendations

✓ Connection with sales targets

✓ Manager visibility into priorities

Built forSales RepSales Manager

Outcome

Less guessing, fewer missed follow-ups, and more time spent on the deals that matter.

[Try a rep's morning in the demo →](https://salesbond.app/#demo)

Today · Sales GPS Sample data

Top priority Estimated impact: High · protects $18,400

Call Marta Keller (decision-maker) before Friday

Delta Freight · $18,400 · Negotiation

**Why it matters:** the decision date is in 2 days and the proposal has had no reply.

Complete Snooze Open deal →

2

Follow up on yesterday's proposal

Novak & Co · impact: Medium

Due today

3

Re-engage a high-value silent deal

Brightline Media · impact: High

This week

Sorted by AI and your sales rules — not just by due date.

AI Deal Coaching

## Deal DoctorBeta A practical game plan for every stuck deal.

When a rep is unsure why a deal has stalled or what to do next, Deal Doctor analyzes the available context and creates a focused game plan for that specific opportunity.

It does not promise to close the deal automatically. It helps the rep understand the likely blocker and move the conversation forward.

✓ One-click deal diagnosis

✓ Likely blocker identification

✓ Stakeholder & decision-maker analysis

✓ Suggested next step & follow-up strategy

✓ Suggested message or talking points

✓ Recovery game plan with alternatives

Built forSales RepSales Manager

Outcome

Better preparation, more confident follow-ups, and a clear path forward when a deal gets stuck.

[Join the beta →](#product-final)

Deal Doctor · Atlas Logistics Sample data

Atlas Logistics · $22,300

Stalled · 16 days

Diagnosis

The deal stalled after a pricing objection. The internal champion is engaged, but the decision-maker has not responded.

**Evidence:** no reply from the decision-maker for 11 days Champion opened the proposal 4 times this week

Recovery game plan

SayReframe ROI against the cost of the status quo

SendA one-page ROI summary tailored to logistics

InvolveThe champion, for a three-way intro to the decision-maker

MilestoneDecision-maker meeting booked by Jul 24

Use this game plan Show alternatives

CRM Data Automation

## AI Field Auto-FillBeta Cleaner CRM data without more admin work.

AI Field Auto-Fill uses the available deal context and connected communications to suggest or complete missing CRM information. Reps spend less time updating records, while managers receive more reliable data.

**Suggest** You confirm each value **Approve in bulk** Review many at once **Automatic** Approved low-risk fields only · off by default

✓ Missing-field detection

✓ AI-generated field suggestions

✓ Confidence level for each suggestion

✓ Review-before-save mode

✓ Deal summary generation

✓ Change history and audit log

Built forSales RepSales ManagerRevOpsCRM Administrator

Outcome

More complete records, better reporting, and less time spent maintaining the CRM.

[Join the beta →](#product-final)

CRM record · Harbor Foods Sample data

CompanyHarbor Foods GmbH

Decision-makerK. Ortiz · Head of Procurement

Expected close dateEmpty

AI suggestion Confidence 86%

Jul 31, 2026

Based on Tuesday's meeting notes: “decision after the board review, end of July”.

Approve Edit Ignore Why this suggestion?

Automatic mode is off by default — your team decides which fields AI may fill.

Targets and Execution

## Sales PlanAvailable Turn the sales target into daily progress.

Sales Plan connects company, team, and individual targets with real pipeline activity. It shows whether the team is on pace, where the gap is growing, and what needs to happen next to hit the plan.

✓ Company, team & individual targets

✓ Monthly, quarterly & annual periods

✓ Plan versus actual with required pace

✓ Forecast against plan

✓ Gap-to-target with traffic-light status

✓ Alerts when the plan falls behind

Built forOwnerSales ManagerSales Rep

Outcome

A sales plan that stays visible and actionable throughout the month—not a number reviewed after the period is over.

[Track my plan free →](#product-final)

Sales Plan · July Sample data

At risk 10 selling days left

Plan

$250,000

Actual

$168,400

Expected today

$181,000

Gap

− $12,600

Progress to plan67%

Expected today

Required pace **$8,150 / day** Current pace **$7,320 / day** Forecast **$238,000 · 95%**

Pace alert: closing the gap needs **one extra won deal** this week. 3 at-risk deals in Sales GPS queues cover it.

Sales Management

## Manager Control CenterAvailable Manage the team without opening every deal.

Manager Control Center gives sales leaders one operational view of reps, deals, risks, priorities, pipeline discipline, and plan progress. It shows where management attention is needed before results fall behind.

One screen answers

Who needs help today? Which important deals are at risk? Which reps are falling behind? Where is CRM discipline breaking down? Is the team on pace to hit the plan? Where should the manager step in?

✓ Manager radar: reps who need attention

✓ Deals requiring intervention

✓ Pipeline discipline by rep

✓ Coaching queue & intervention history

✓ Plan progress & team trends

✓ Daily and weekly manager digest

Built forHead of SalesSales ManagerTeam LeadRevOps

Outcome

Less manual checking, more focused coaching, and earlier management intervention.

[Open the manager view in the demo →](https://salesbond.app/#demo)

Manager Radar Sample data

Team: Field sales ▾ Period: This week ▾ Needs attention · 2

OP

Olha P.

On pace · discipline 96%

92%

MS

Marta S.

Coaching suggested: stalled negotiations

61%

DR

Denys R.

5 deals without a next step · 3 overdue

46%

Coaching queue

2 reps · 4 deals

At-risk revenue

$64,900

Team pace

93% of plan

Built to focus the manager's help — not to rank people.

Executive Sales Visibility

## Owner DashboardAvailable Your whole sales operation in one screen.

Owner Dashboard gives founders and business leaders a concise view of sales performance without requiring them to live inside the CRM.

It brings together the plan, actual revenue, forecast, pipeline health, team performance, at-risk revenue, and the measurable impact of SalesBond.

✓ Plan versus actual & current forecast

✓ Pipeline value, health & revenue at risk

✓ Team and rep performance ranking

✓ Sales velocity & conversion trends

✓ Rescued deals & SalesBond impact

✓ Daily and weekly executive digest

Built forFounderOwnerCEOCROCommercial Director

Outcome

Sales control on autopilot—with the owner brought in only when attention is truly needed.

[See my numbers free →](#product-final)

Owner Dashboard · July Sample data

Plan vs actualAt risk

$168,400 / 250,000

Forecast

$238,000 · 95% of plan

Revenue at risk

$64,900

Pipeline health

74

Won · lost this month

14 won · 6 lost

SalesBond impact

+ $31,200

at-risk deals identified by SalesBond, won by the team

Executive summary

Forecast covers 95% of plan. Two enterprise deals carry most of the risk—both have recovery plans in motion. Field team pace improved 8% week over week.

Details open with drill-down — the owner sees signals, not every task.

Gamification and Performance

## Motivation & KPIComing soon Turn the right sales habits into a game worth winning.

Motivation & KPI connects sales outcomes, CRM discipline, daily actions, and team goals with points, levels, missions, leaderboards, and rewards.

The company defines which behaviors matter. SalesBond makes progress visible and engaging.

✓ Custom KPI rules your company defines

✓ Points for deals, actions & CRM discipline

✓ Personal and team leaderboards

✓ Levels, achievements & streaks

✓ Daily and weekly missions

✓ Reward catalog with manager approvals & anti-gaming rules

Built forSales RepSales ManagerOwnerHR

Outcome

Clearer expectations, stronger habits, and a sales process the team wants to follow.

[Notify me when it launches](mailto:support@salesbond.app)

Motivation & KPI · Preview Sample data

Level 7 · Deal Runner9-day streak

12,480 pts

1,520 pts to Level 8

Today's mission

Every active deal has a next step +120 pts

7 / 9

Team leaderboard · July

1Olha P. 14,920

2You12,480

3Ivan K. 11,050

Team lunch5,000 pts Extra day off20,000 pts

Anti-gaming rules and manager approval keep points honest.

Continuous Sales Development

## Training AcademyComing soon Coach the team continuously—not once a year.

Training Academy brings onboarding, product knowledge, sales methodology, CRM rules, and practical coaching into one structured learning environment.

Training can be connected with real situations in the pipeline, helping reps learn when the knowledge is most relevant.

✓ Sales onboarding paths

✓ Micro-lessons: video, text & practice

✓ Quizzes and certifications

✓ Role-based & manager-assigned paths

✓ Training triggered by real deal problems

✓ Integration with Motivation & KPI

Built forSales RepSales ManagerTrainerHROwner

Outcome

Faster onboarding, more consistent sales behavior, and continuous improvement connected to real work.

[See what's coming](mailto:support@salesbond.app)

Training Academy · Preview Sample data

Onboarding: new rep essentials64%

✓ How to work with pipeline stages

✓ How to qualify a deal

▶ How to handle a pricing objection 12 min

How to work with decision-makers

Recommended for you

How to recover a stalled deal

Suggested because 3 of your deals stalled this week

CRM basics — certified Assigned by manager: 2 lessons

Lessons connect to Motivation & KPI — learning earns points too.

Across the Whole Suite

## Every product works better because it is connected.

### Built into your CRM

SalesBond works with the CRM your team already uses instead of forcing a migration to another sales system.

### Shared deal intelligence

Deal health, risks, priorities, coaching, planning, and reporting use a connected view of the same pipeline.

### Role-based experience

Owners, managers, reps, RevOps, and administrators see the information and actions relevant to their responsibilities.

### Daily digests and alerts

SalesBond delivers concise updates about wins, risks, priorities, and situations requiring attention.

### Multilingual by design

Product content and guidance can adapt to supported CRM languages and regional teams.

### Controlled AI

Companies retain control over supported AI providers, permissions, automatic actions, and data-processing settings.

### SalesBond Impact

Track which at-risk deals SalesBond identified and which were later won by the team, so the product's contribution can be measured—deal by deal.

This quarter · sample

+ $31,200

identified by SalesBond · won by the team

One Connected System

## Autopilot for leaders. Copilot for the team.

Before the day starts

**Deal Health** updates every deal score, **Sales GPS** builds priorities, and **Manager Control Center** highlights where attention is needed.

During the day

Reps follow their **Sales GPS**, use **Deal Doctor** when they get stuck, and let **AI Field Auto-Fill** reduce CRM administration.

Throughout the month

**Sales Plan** tracks progress, managers coach the right people, and **Motivation & KPI** reinforces the right behavior.

For leadership

**Owner Dashboard** summarizes the plan, forecast, risks, team performance, and SalesBond Impact.

Every deal monitored. Every rep guided. Every result measured.

Product FAQ

## Fair questions, straight answers

No. SalesBond works on top of the CRM your team already uses and adds pipeline analysis, deal monitoring, daily guidance, AI coaching, planning, and management intelligence.

No. Available modules depend on your plan and product status. You can start with the level of control your team needs and expand as your sales operation grows.

Important CRM changes require authorization. The CRM Audit shows findings and a Fix Plan first. Automatic fixes run only for approved actions and supported CRM functions.

No. SalesBond analyzes CRM data and deal activity. It is not designed to watch screens, record keystrokes, or monitor private employee behavior.

SalesBond uses available CRM signals such as stage, activity, timing, missing next steps, overdue work, incomplete information, and company-defined sales rules.

Yes. SalesBond starts with proven defaults, while authorized users can adjust rules, priorities, thresholds, alerts, and supported automatic actions.

AI may support CRM audits, deal diagnosis, next-best-action recommendations, field suggestions, summaries, coaching, and management insights. Availability depends on the product, plan, CRM integration, and AI settings.

Yes. SalesBond uses role-based access so owners, managers, reps, RevOps, and administrators receive the appropriate views and permissions.

Pipedrive is the first supported CRM. HubSpot, Salesforce, Zoho CRM, Bitrix24, Kommo, and others are planned—each integration is announced when it becomes available to real users.

Connect your CRM in a few clicks. SalesBond begins analyzing the existing structure and pipeline without requiring a separate CRM migration or lengthy implementation project.

Start With Your Own Pipeline

## You don't need to activate everything to see where SalesBond can help.

Connect your CRM in a few clicks. Start with a free pipeline check, see what needs attention, and explore the SalesBond products that fit your team.

[Run my free pipeline check →](https://salesbond.app/signin/#signup) [Explore the live demo](https://salesbond.app/#demo)

No credit card · Full Pro access for 7 days · No complex setup

The SalesBond Product Suite

# One sales system. Every deal, rep, and decision connected.

SalesBond adds an always-on sales control and coaching layer to your CRM—auditing the pipeline, watching every deal, guiding every rep, helping managers lead, and showing owners what is really driving revenue.

[Explore the product suite ↓](#product-suite) [Run my free pipeline check](#product-final)

Autopilot for leaders · Copilot for sales teams · Built into the CRM you already use

Deal Health

Every deal watched

Manager Control Center

Team radar

Sales GPS

Today's priorities

Deal Doctor

Unstick any deal

Owner Dashboard

Plan vs actual

[5 of 10 products — see the whole suite ↓](#product-suite)

Everything in SalesBond

## From CRM structure to closed deals.

Start with a healthier CRM, turn pipeline signals into daily action, help every rep move deals forward, and give leaders the visibility they need.

1Audit the CRM 2Watch every deal 3Prioritize the work 4Coach the rep 5Track the plan 6Manage the team 7Measure the result

Foundation

Available

CRM Audit & Fix Plan

Finds structural gaps in your CRM and turns them into an approved Fix Plan.

[Learn more ↓](#crm-audit)

Available

Deal Health

Watches every deal with a live health score and surfaces risk early.

[Learn more ↓](#deal-health)

Daily Sales Execution

Available

Sales GPS

Builds each rep a prioritized daily action plan.

[Learn more ↓](#sales-gps)

Beta

Deal Doctor

Creates a practical game plan for any stuck deal.

[Learn more ↓](#deal-doctor)

Beta

AI Field Auto-Fill

Suggests and completes missing CRM data for approval.

[Learn more ↓](#ai-field-auto-fill)

Sales Management

Available

Sales Plan

Tracks plan versus actual with the pace needed to hit target.

[Learn more ↓](#sales-plan)

Available

Manager Control Center

One operational radar for reps, risks, and coaching.

[Learn more ↓](#manager-control-center)

Available

Owner Dashboard

The whole sales operation, plan to forecast, in one screen.

[Learn more ↓](#owner-dashboard)

Team Growth

Coming soon

Motivation & KPI

Turns the right sales habits into points, levels, and rewards.

[Learn more ↓](#motivation-kpi)

Coming soon

Training Academy

Continuous onboarding and coaching tied to real deals.

[Learn more ↓](#training-academy)

CRM Foundation

## CRM Audit & Fix PlanAvailable Start with a CRM that is built to sell.

SalesBond analyzes how your CRM and pipeline are structured—not just the deals inside them. It finds process gaps, explains their impact, and turns the findings into a prioritized Fix Plan.

Approved fixes can be applied automatically where the connected CRM allows it. Nothing important changes without authorization.

✓ Pipeline structure & stage logic review

✓ Required & missing field checks

✓ Data quality & duplicate detection

✓ Deal discipline & next-step rules

✓ CRM and pipeline health score

✓ Step-by-step Fix Plan with approvals

Built forOwnerSales ManagerRevOpsCRM AdministratorSolutions Partner

Outcome

A cleaner pipeline, more reliable data, and a CRM structure your team can actually use.

[Audit my CRM free →](#product-final)

CRM Audit & Fix Plan Sample data

68 / 100

CRM Health Score

Structure **74** Fields **52** Data quality **61** Discipline **70**

CriticalWon/lost reason missing on 100% of closed deals

ImportantNo required next step in the Negotiation stage

RecommendedMerge 14 duplicate organizations

Fix Plan · Step 2 of 9Awaiting approval

Make “Next step” required on all open-deal stages

Impact: restores follow-up discipline signals across 42 active deals.

Approve fix Review

Fixes are applied only after an authorized user approves them.

Always-On Deal Control

## Deal HealthAvailable Every deal watched. Every risk surfaced.

Deal Health continuously monitors every active deal and gives it a live health score. It identifies the opportunities that are moving normally, the deals that need attention, and the revenue most likely to slip away.

✓ Live health score for every deal

✓ Pipeline-level health score

✓ Stalled & silent deal detection

✓ Missing next-step & overdue alerts

✓ Time-in-stage monitoring

✓ At-risk queue with rep & manager alerts

Built forSales RepSales ManagerRevOpsOwner

Outcome

Fewer silent deals, earlier intervention, and a pipeline leaders can trust.

[See it in the live demo →](https://salesbond.app/#demo)

Deal Health Sample data

Revenue at risk

$132,600

All · 42 At risk · 7 Healthy

34

Delta Freight $18,400

No next activity scheduled · silent for 12 days

Recommended: re-engage the decision-maker

55

Novak & Co $9,900

18 days in Negotiation · proposal without follow-up

58

Brightline Media $24,700

Decision date has passed · close date outdated

82

Harbor Foods $31,200

On track · next step booked for Friday

Pipeline health71 · 42 deals watched

Daily Sales Priorities

## Sales GPSAvailable Tells every rep what to do—now and next.

Sales GPS turns CRM signals, deal health, deadlines, and sales targets into a prioritized daily action plan. Instead of opening every deal and deciding where to begin, each rep sees the actions most likely to move the pipeline forward.

✓ Prioritized daily action plan

✓ Next-best action for important deals

✓ Impact-based prioritization

✓ Follow-up recommendations

✓ Connection with sales targets

✓ Manager visibility into priorities

Built forSales RepSales Manager

Outcome

Less guessing, fewer missed follow-ups, and more time spent on the deals that matter.

[Try a rep's morning in the demo →](https://salesbond.app/#demo)

Today · Sales GPS Sample data

Top priority Estimated impact: High · protects $18,400

Call Marta Keller (decision-maker) before Friday

Delta Freight · $18,400 · Negotiation

**Why it matters:** the decision date is in 2 days and the proposal has had no reply.

Complete Snooze Open deal →

2

Follow up on yesterday's proposal

Novak & Co · impact: Medium

Due today

3

Re-engage a high-value silent deal

Brightline Media · impact: High

This week

Sorted by AI and your sales rules — not just by due date.

AI Deal Coaching

## Deal DoctorBeta A practical game plan for every stuck deal.

When a rep is unsure why a deal has stalled or what to do next, Deal Doctor analyzes the available context and creates a focused game plan for that specific opportunity.

It does not promise to close the deal automatically. It helps the rep understand the likely blocker and move the conversation forward.

✓ One-click deal diagnosis

✓ Likely blocker identification

✓ Stakeholder & decision-maker analysis

✓ Suggested next step & follow-up strategy

✓ Suggested message or talking points

✓ Recovery game plan with alternatives

Built forSales RepSales Manager

Outcome

Better preparation, more confident follow-ups, and a clear path forward when a deal gets stuck.

[Join the beta →](#product-final)

Deal Doctor · Atlas Logistics Sample data

Atlas Logistics · $22,300

Stalled · 16 days

Diagnosis

The deal stalled after a pricing objection. The internal champion is engaged, but the decision-maker has not responded.

**Evidence:** no reply from the decision-maker for 11 days Champion opened the proposal 4 times this week

Recovery game plan

SayReframe ROI against the cost of the status quo

SendA one-page ROI summary tailored to logistics

InvolveThe champion, for a three-way intro to the decision-maker

MilestoneDecision-maker meeting booked by Jul 24

Use this game plan Show alternatives

CRM Data Automation

## AI Field Auto-FillBeta Cleaner CRM data without more admin work.

AI Field Auto-Fill uses the available deal context and connected communications to suggest or complete missing CRM information. Reps spend less time updating records, while managers receive more reliable data.

**Suggest** You confirm each value **Approve in bulk** Review many at once **Automatic** Approved low-risk fields only · off by default

✓ Missing-field detection

✓ AI-generated field suggestions

✓ Confidence level for each suggestion

✓ Review-before-save mode

✓ Deal summary generation

✓ Change history and audit log

Built forSales RepSales ManagerRevOpsCRM Administrator

Outcome

More complete records, better reporting, and less time spent maintaining the CRM.

[Join the beta →](#product-final)

CRM record · Harbor Foods Sample data

CompanyHarbor Foods GmbH

Decision-makerK. Ortiz · Head of Procurement

Expected close dateEmpty

AI suggestion Confidence 86%

Jul 31, 2026

Based on Tuesday's meeting notes: “decision after the board review, end of July”.

Approve Edit Ignore Why this suggestion?

Automatic mode is off by default — your team decides which fields AI may fill.

Targets and Execution

## Sales PlanAvailable Turn the sales target into daily progress.

Sales Plan connects company, team, and individual targets with real pipeline activity. It shows whether the team is on pace, where the gap is growing, and what needs to happen next to hit the plan.

✓ Company, team & individual targets

✓ Monthly, quarterly & annual periods

✓ Plan versus actual with required pace

✓ Forecast against plan

✓ Gap-to-target with traffic-light status

✓ Alerts when the plan falls behind

Built forOwnerSales ManagerSales Rep

Outcome

A sales plan that stays visible and actionable throughout the month—not a number reviewed after the period is over.

[Track my plan free →](#product-final)

Sales Plan · July Sample data

At risk 10 selling days left

Plan

$250,000

Actual

$168,400

Expected today

$181,000

Gap

−$12,600

Progress to plan67%

Expected today

Required pace **$8,150 / day** Current pace **$7,320 / day** Forecast **$238,000 · 95%**

Pace alert: closing the gap needs **one extra won deal** this week. 3 at-risk deals in Sales GPS queues cover it.

Sales Management

## Manager Control CenterAvailable Manage the team without opening every deal.

Manager Control Center gives sales leaders one operational view of reps, deals, risks, priorities, pipeline discipline, and plan progress. It shows where management attention is needed before results fall behind.

One screen answers

Who needs help today? Which important deals are at risk? Which reps are falling behind? Where is CRM discipline breaking down? Is the team on pace to hit the plan? Where should the manager step in?

✓ Manager radar: reps who need attention

✓ Deals requiring intervention

✓ Pipeline discipline by rep

✓ Coaching queue & intervention history

✓ Plan progress & team trends

✓ Daily and weekly manager digest

Built forHead of SalesSales ManagerTeam LeadRevOps

Outcome

Less manual checking, more focused coaching, and earlier management intervention.

[Open the manager view in the demo →](https://salesbond.app/#demo)

Manager Radar Sample data

Team: Field sales ▾ Period: This week ▾ Needs attention · 2

OP

Olha P.

On pace · discipline 96%

92%

MS

Marta S.

Coaching suggested: stalled negotiations

61%

DR

Denys R.

5 deals without a next step · 3 overdue

46%

Coaching queue

2 reps · 4 deals

At-risk revenue

$64,900

Team pace

93% of plan

Built to focus the manager's help — not to rank people.

Executive Sales Visibility

## Owner DashboardAvailable Your whole sales operation in one screen.

Owner Dashboard gives founders and business leaders a concise view of sales performance without requiring them to live inside the CRM.

It brings together the plan, actual revenue, forecast, pipeline health, team performance, at-risk revenue, and the measurable impact of SalesBond.

✓ Plan versus actual & current forecast

✓ Pipeline value, health & revenue at risk

✓ Team and rep performance ranking

✓ Sales velocity & conversion trends

✓ Rescued deals & SalesBond impact

✓ Daily and weekly executive digest

Built forFounderOwnerCEOCROCommercial Director

Outcome

Sales control on autopilot—with the owner brought in only when attention is truly needed.

[See my numbers free →](#product-final)

Owner Dashboard · July Sample data

Plan vs actualAt risk

$168,400 / 250,000

Forecast

$238,000 · 95% of plan

Revenue at risk

$64,900

Pipeline health

74

Won · lost this month

14 won · 6 lost

SalesBond impact

+$31,200

at-risk deals identified by SalesBond, won by the team

Executive summary

Forecast covers 95% of plan. Two enterprise deals carry most of the risk—both have recovery plans in motion. Field team pace improved 8% week over week.

Details open with drill-down — the owner sees signals, not every task.

Gamification and Performance

## Motivation & KPIComing soon Turn the right sales habits into a game worth winning.

Motivation & KPI connects sales outcomes, CRM discipline, daily actions, and team goals with points, levels, missions, leaderboards, and rewards.

The company defines which behaviors matter. SalesBond makes progress visible and engaging.

✓ Custom KPI rules your company defines

✓ Points for deals, actions & CRM discipline

✓ Personal and team leaderboards

✓ Levels, achievements & streaks

✓ Daily and weekly missions

✓ Reward catalog with manager approvals & anti-gaming rules

Built forSales RepSales ManagerOwnerHR

Outcome

Clearer expectations, stronger habits, and a sales process the team wants to follow.

[Notify me when it launches](mailto:support@salesbond.app)

Motivation & KPI · Preview Sample data

Level 7 · Deal Runner9-day streak

12,480 pts

1,520 pts to Level 8

Today's mission

Every active deal has a next step +120 pts

7 / 9

Team leaderboard · July

1Olha P. 14,920

2You12,480

3Ivan K. 11,050

Team lunch5,000 pts Extra day off20,000 pts

Anti-gaming rules and manager approval keep points honest.

Continuous Sales Development

## Training AcademyComing soon Coach the team continuously—not once a year.

Training Academy brings onboarding, product knowledge, sales methodology, CRM rules, and practical coaching into one structured learning environment.

Training can be connected with real situations in the pipeline, helping reps learn when the knowledge is most relevant.

✓ Sales onboarding paths

✓ Micro-lessons: video, text & practice

✓ Quizzes and certifications

✓ Role-based & manager-assigned paths

✓ Training triggered by real deal problems

✓ Integration with Motivation & KPI

Built forSales RepSales ManagerTrainerHROwner

Outcome

Faster onboarding, more consistent sales behavior, and continuous improvement connected to real work.

[See what's coming](mailto:support@salesbond.app)

Training Academy · Preview Sample data

Onboarding: new rep essentials64%

✓ How to work with pipeline stages

✓ How to qualify a deal

▶ How to handle a pricing objection 12 min

How to work with decision-makers

Recommended for you

How to recover a stalled deal

Suggested because 3 of your deals stalled this week

CRM basics — certified Assigned by manager: 2 lessons

Lessons connect to Motivation & KPI — learning earns points too.

Across the Whole Suite

## Every product works better because it is connected.

### Built into your CRM

SalesBond works with the CRM your team already uses instead of forcing a migration to another sales system.

### Shared deal intelligence

Deal health, risks, priorities, coaching, planning, and reporting use a connected view of the same pipeline.

### Role-based experience

Owners, managers, reps, RevOps, and administrators see the information and actions relevant to their responsibilities.

### Daily digests and alerts

SalesBond delivers concise updates about wins, risks, priorities, and situations requiring attention.

### Multilingual by design

Product content and guidance can adapt to supported CRM languages and regional teams.

### Controlled AI

Companies retain control over supported AI providers, permissions, automatic actions, and data-processing settings.

### SalesBond Impact

Track which at-risk deals SalesBond identified and which were later won by the team, so the product's contribution can be measured—deal by deal.

This quarter · sample

+$31,200

identified by SalesBond · won by the team

One Connected System

## Autopilot for leaders. Copilot for the team.

Before the day starts

**Deal Health** updates every deal score, **Sales GPS** builds priorities, and **Manager Control Center** highlights where attention is needed.

During the day

Reps follow their **Sales GPS**, use **Deal Doctor** when they get stuck, and let **AI Field Auto-Fill** reduce CRM administration.

Throughout the month

**Sales Plan** tracks progress, managers coach the right people, and **Motivation & KPI** reinforces the right behavior.

For leadership

**Owner Dashboard** summarizes the plan, forecast, risks, team performance, and SalesBond Impact.

Every deal monitored. Every rep guided. Every result measured.

Product FAQ

## Fair questions, straight answers

No. SalesBond works on top of the CRM your team already uses and adds pipeline analysis, deal monitoring, daily guidance, AI coaching, planning, and management intelligence.

No. Available modules depend on your plan and product status. You can start with the level of control your team needs and expand as your sales operation grows.

Important CRM changes require authorization. The CRM Audit shows findings and a Fix Plan first. Automatic fixes run only for approved actions and supported CRM functions.

No. SalesBond analyzes CRM data and deal activity. It is not designed to watch screens, record keystrokes, or monitor private employee behavior.

SalesBond uses available CRM signals such as stage, activity, timing, missing next steps, overdue work, incomplete information, and company-defined sales rules.

Yes. SalesBond starts with proven defaults, while authorized users can adjust rules, priorities, thresholds, alerts, and supported automatic actions.

AI may support CRM audits, deal diagnosis, next-best-action recommendations, field suggestions, summaries, coaching, and management insights. Availability depends on the product, plan, CRM integration, and AI settings.

Yes. SalesBond uses role-based access so owners, managers, reps, RevOps, and administrators receive the appropriate views and permissions.

Pipedrive is the first supported CRM. HubSpot, Salesforce, Zoho CRM, Bitrix24, Kommo, and others are planned—each integration is announced when it becomes available to real users.

Connect your CRM in a few clicks. SalesBond begins analyzing the existing structure and pipeline without requiring a separate CRM migration or lengthy implementation project.

Start With Your Own Pipeline

## You don't need to activate everything to see where SalesBond can help.

Connect your CRM in a few clicks. Start with a free pipeline check, see what needs attention, and explore the SalesBond products that fit your team.

[Run my free pipeline check →](https://salesbond.app/signin/#signup) [Explore the live demo](https://salesbond.app/#demo)

No credit card · Full Pro access for 7 days · No complex setup