Lindy for sales

The AI teammate for sales teams.

Pipeline changes, call notes, handoffs, and the pre-call brief. Tag Lindy in Slack and it runs them.

What Lindy runs for sales

The jobs sales hands to Lindy.

Each one runs on a schedule you set, in the channel you pick.

• Watch your pipeline
  Which deals moved, stalled, or need you, based on your CRM, meetings, and inbox.
• Run the deal-won handoff
  Deal closes: CRM updated, handoff created, CS pinged, kickoff scheduled, welcome email sent.
• Query your sales calls
  Ask a month of sales calls one question and discover why deals are lost, what questions win, and how to coach reps.
• Run outreach from a lead sheet
  Takes a sheet of leads, drafts a personalized sequence for each, and tracks status back on the sheet.
• Build prospect lists from your calls
  Reads your calls to learn your best-fit customer, then researches and enriches a fresh lead list.
• Update your CRM from Slack
  Monitors your Slack, meetings, and email, then updates your CRM exactly the way you want.

Also runs: Find anyone's email
Qualify and route every lead
Chase a signature

Your call

A one-line alert, or a full dashboard.

Same job, three depths. Ask Lindy for whichever you need.

Alert
@Lindy ping me if any deal goes quiet for more than five days
Acme has gone quiet. Six days since the last reply and the champion dropped off the thread. The nudge is drafted.

Digest
@Lindy post the deal pulse every morning
Deal pulse. One deal needs you today:

• Northwind signing call Thursday On track
• Acme quiet 6 days · nudge drafted Stalled
• Corven kickoff slipped again Watch

Dashboard
@Lindy make it a live board for the forecast call
Done, link below. Live from the CRM, the notes, and the threads:
Pipeline board live page · 28 open deals Live

• Discovery $840k
• Proposal $620k
• Legal $410k
• Closing $230k

People use Lindy at some pretty cool places.

Ready when you are.

Free to try. In your Slack in two minutes.