Your business cadence,
automated and recorded.

01 — Deal Inspection

Schedule smart inspection. Every deal, every cadence.

Stop chasing reps for updates. Inspection runs as a business practice, targeted by size, stage, or close date, so the right deals get the right questions at the right time. Every inspection is really one assessment: how aligned is this deal to the sales process you’ve invested in?

• Each inspection assesses sales-process alignment, in your team’s own words.
• Add inspection questions or import them from a file. Questions can be nested.
• Auto-target the right deals by size, stage, or close date.
• Targeted prompts push sellers to take real action on deals.
• Sellers reuse previous answers when questions don’t change.
• Managers comment in-line and coach directly.
• Fully integrated with Salesforce and HubSpot.

02 — Revenue Forecasting

Forecast as a scheduled practice, not a quarter-end fire drill.

Sellers own their forecast path. Managers override, aggregate, and track trends. Rollups are automatic, ad-hoc when you need them, and there’s a full history behind every number.

• Best Case, Worst Case, Most Likely, all owned by the seller.
• Manager overrides, aggregations, and trend tracking.
• Automatic and ad-hoc rollups with summary reporting.
• Complete forecast history with conversion rates from any point in time.

03 — Deal Scoring

Score deals on sales-process alignment, with inspection weighted highest.

Each deal score blends the CRM signals you already track (stage progression, age, close-date movement) with high-signal inspection answers. Stage changes still count. Inspection answers count more, because they tell you how aligned the deal really is to your process. Visualize gaps by stage, rep, region, or any criterion you care about.

• Inspection answers carry the most weight, blended with the CRM signals you already track.
• Stage changes, age, and close-date movement are factored in, just not relied on alone.
• See where pipeline is weak or strong at a glance.
• Question-level visualizations across the team.

04 — AI Recommendations (Coming soon)

High-signal inputs in. Sharper recommendations out.

Most AI in sales is guessing from CRM noise. With structured inspection answers as inputs, Sellercraft’s next-best-action recommendations are grounded in your methodology, not generic LLM output.

• Risk surfaces before the forecast call, not after the quarter.
• Recommendations grounded in your methodology.

05 — CRM Integration

Tight, native integration with Salesforce and HubSpot.

Live views against your CRM data, scoped by permission. Continuous sync. SSO and CRM-native UI on the way.

• API integration and continuous data sync.
• Permissioned live views.
• Change reporting between any two points in time.
• Alerts on thresholds: deals added, removed, grown, or shrunk.
• SSO and embedded CRM UI, coming soon.