Your pipeline changes every hour. Vera keeps you ahead of it.
Vera brings CRM, calls, email and team conversations into one live view of deal risk, next steps and forecast changes. You coach the right opportunity before it slips-instead of discovering it in Friday’s spreadsheet.
The forecast moved since yesterday. Three deals need your attention before today’s review.
- Q3 forecast · morning brief
- Nordwind moved 14 days after procurement requested a security addendum
- Artex still shows June, but the champion has been silent for nine days
- Vektor added €180k to commit; legal review has not been scheduled
- Commit is down €240k since Monday, driven by three deals
Sources- Salesforce
- Gmail
- Google Meet
- #sales
Show me the call moments behind those changes and draft questions for each owner.
- Open deal brief
- Play calls
- Draft review agenda
Trusted by
A day with Vera
Gather. Do. Record.
Forecasting creates a second job around selling: checking what changed, finding the evidence and chasing updates before every review. Vera handles that work before, during and after the meeting.
- 1Gather
Forecast includes reasons
Vera compares CRM changes with calls, email and next steps. You start with what moved, why it moved and which deals need a decision-not with a fresh export.
You skip:A manual pipeline audit
- 2Do
Coach the deal
Ask for the objection, the missing stakeholder or the exact moment confidence changed. Vera brings back the source while the conversation is still useful.
You skip:Listening to every call
- 3Record
Review updates the system
Owners, dates and agreed changes are drafted from the meeting. Each update waits for approval before it reaches CRM or the wider team.
You skip:The Friday CRM chase
What actually changes
The same forecast,without the detective work.
| Task | On your own | With Vera |
|---|---|---|
| Preparing the forecast review. | Export CRM, ask managers what changed and reconcile three versions of the number. | A change log with the deal, value, reason and source-ready before the meeting. |
| Finding which commit is at risk. | Scan notes and close dates, then rely on the confidence entered by each owner. | Deals ranked by risk signals, each tied to a call, email or missing next step. |
| Preparing a coaching conversation. | Listen to a few calls and hope they represent the pattern. | Repeated objections and missed moments across the team, with examples ready to play. |
| Building the revenue slide. | Copy numbers into a deck, then rebuild the explanation in speaker notes. | The narrative, numbers and underlying deals drafted from the same source set. |
| Fixing CRM hygiene. | Chase every owner for missing fields, stale dates and next steps. | Missing data and stale next steps flagged; updates drafted for each owner’s approval. |
| Explaining why commit moved. | Reconstruct who changed what and search for the conversation behind it. | A dated trail of what changed, who changed it and which evidence supports it. |
- Task
- Preparing the forecast review.
- On your own
- Export CRM, ask managers what changed and reconcile three versions of the number.
- With Vera
- A change log with the deal, value, reason and source-ready before the meeting.
- Task
- Finding which commit is at risk.
- On your own
- Scan notes and close dates, then rely on the confidence entered by each owner.
- With Vera
- Deals ranked by risk signals, each tied to a call, email or missing next step.
- Task
- Preparing a coaching conversation.
- On your own
- Listen to a few calls and hope they represent the pattern.
- With Vera
- Repeated objections and missed moments across the team, with examples ready to play.
Show More
- Task
- Building the revenue slide.
- On your own
- Copy numbers into a deck, then rebuild the explanation in speaker notes.
- With Vera
- The narrative, numbers and underlying deals drafted from the same source set.
- Task
- Fixing CRM hygiene.
- On your own
- Chase every owner for missing fields, stale dates and next steps.
- With Vera
- Missing data and stale next steps flagged; updates drafted for each owner’s approval.
- Task
- Explaining why commit moved.
- On your own
- Reconstruct who changed what and search for the conversation behind it.
- With Vera
- A dated trail of what changed, who changed it and which evidence supports it.
Ask, and it is done
Four questions that change the forecast review.
Ask Vera the way you would ask a trusted revenue analyst. She returns the answer, the evidence and the next useful action-not another dashboard to interpret.
@VeraWhat changed in commit since Monday?
Commit is down €240k. Nordwind moved to July after procurement requested a security addendum. Artex remains in June, but the champion has been silent for nine days. Vektor added €180k, pending legal review. I linked the CRM changes, emails and call moments.
Every movement linked to evidence
@VeraWhich late-stage deals have no customer-owned next step?
Five deals. Two contain internal tasks only; three have dates but no named customer owner. I grouped them by manager and drafted a short request for each rep to confirm the next step. Nothing has been sent.
Follow-up ready, not sent
@VeraWhat objection should managers coach this week?
Implementation capacity is the recurring late-stage objection. Reps answer it with product scope, while customers are asking about rollout ownership. I selected four call moments that show the pattern and one conversation where the objection was resolved.
A pattern, not a random call
@VeraDraft tomorrow’s pipeline review. Only include deals that need a decision.
The agenda is ready with six deals. Each item contains the decision needed, owner, value, risk signal and source. I left routine updates out and ordered the list by forecast impact.
A review built around decisions
She lives where you already are.
Vera answers in the window you already have open, and reaches into the systems your team already runs. Nothing to install, no second app, no extra login to remember.
- Salesforce
- HubSpot
- Google Sheets
- Slack
- Microsoft Teams
- Zoom
- Google Meet
- Gmail
- Google Drive
- Notion
- Microsoft Copilot
Nothing new to learn. That is the point.
0
New tools, logins or tabs to learn.
1
Approval instead of six fields.
100%
Answers with a visible source.
Straight answers
What sales directorsask first.
Five questions that come up when revenue leaders consider adding Vera to their existing sales process.
Will Vera replace sales managers or sales operations?
No. Vera handles the collection, comparison and recording of information around the sales process. Coaching, commercial judgment, commit decisions and accountability remain with your sales leaders and revenue operations team.
Can I trust a forecast prepared by Vera?
Vera does not invent a separate commit. She shows what changed, highlights inconsistencies and links each signal to authorised CRM data, calls, email or next steps. Your team still owns the forecast and the final judgment.
Can Vera change CRM or contact a customer on her own?
Reading, analysis and drafts can run automatically within the rules you set. A CRM update or customer-facing message follows your configured permissions and approval policy, and every consequential action is logged.
Can every manager see every deal?
No. Vera respects the permissions already defined in the connected systems. She does not expand a user’s access or reveal restricted accounts, conversations or fields through an answer.
Do we need to replace our CRM or sales process?
No. Vera works with the tools and process you connect. You can begin with one bounded workflow, such as preparing the pipeline review, and expand only after the team is comfortable with the results and controls.