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A smart summary of your sales opportunities đŸȘ„
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A smart summary of your sales opportunities đŸȘ„

You know that moment, right before a meeting, when you reopen an opportunity at the last minute to get back into the context? Notes, emails, reports
 everything flashes by, and quickly understanding where the deal stands becomes almost impossible. đŸ€Ż

Sound familiar? Then discover the new Opportunity Smart Summary feature! ✹
It might just change the way you prepare for your meetings.

An AI summary to stay in control of every opportunity

With Opportunity Smart Summary, AI automatically analyzes your opportunity data along with the interaction history (conversations, notes, updates, key moments
) to generate a clear, actionable overview in just a few seconds.

No more rereading dozens of lines to understand the situation. At a glance, you get the essentials and can focus on what really matters: moving the deal forward. 🎯

In one click, access a full overview that summarizes:

  • The overall context of the project and the prospect
  • The history of key interactions
  • The current status of the deal
  • The next identified steps

Take back control of your opportunities, even after several weeks without any interaction.

Better-prepared meetings, with no extra effort

At Webmecanik, AI acts as a true assistant for sales teams. It centralizes and synthesizes key information for each opportunity to prevent lost details, forgotten comments, and time-consuming back-and-forth in the CRM. It helps you quickly get up to speed on what matters most, while leaving you in full control of your analysis, your pitch, and your next actions.

A smart copilot that helps you stay aligned on every opportunity, keep control of your messaging, and save time every day.

A feature designed to boost your performance

With Webmecanik Pipeline’s first AI feature, take a new step forward in managing your sales opportunities by becoming more efficient, more responsive, and better prepared for every interaction.

👉 Webmecanik customers: the feature is already available for all Enterprise plan users.

👉 Not a customer yet?
Our experts are ready to show you the real value of this feature and answer all your questions.
Contact us now to schedule a personalized demo.

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