Your sales brain, reading the CRM for you.
Connect your CRM and ask what matters: where the pipeline stalls, which deals went cold and where the leads that close come from. The answer comes with the number and the next decision.
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- Read-only access
- Revoke anytime
in the proposal stage with no activity for more than 15 days.
They add up to $184k. Prioritizing the 8 largest this week protects the monthly forecast.
Sources you connect
- HubSpot
- Pipedrive
- Salesforce
- Zoho
- Kommo
- Zendesk
- Intercom
- Google Sheets
- SQL
- RD Station CRMComing soon
CRMs and support tools come from the connector catalog. RD Station CRM shows as coming soon in the app. See all 1,500+ connectors
What holds the team back today
A pretty pipeline, a weak forecast
The funnel looks full, but nobody knows how many deals have been stuck for weeks.
Leads from everywhere, no idea which close
Marketing measures clicks, sales measures meetings, and the source of paying customers gets lost in between.
Analysis only at month end
The manager finds the problem in the results meeting, when it's too late to turn the month around.
Ask in plain language
Which deals have been stuck in the pipeline for more than 15 days?
At which funnel stage do we lose the most deals this month?
Which lead source has the highest close rate?
How much of the pipeline closes in the next 30 days?
Which rep has the most deals with no next activity?
Compare CRM lead volume with this month's ad spend
The kind of decision you get
higher close rate on referral leads than on website form leads.
Add a referral step to post-sale before raising acquisition budget.
Who works on this area
Investigate
You ask about the CRM and it answers with the number, the why and the decision. Works with any CRM in the catalog.
Marketing agents
When the CRM is connected, the agents read that source too and put media next to what sales recorded.
Report
The weekly summary with the agents' decisions, ready for Monday's meeting.
Frequently asked questions
Is there a sales-only agent?
Not yet: the agents for each area are in their final stage. Today, in sales, Investigate does the work: you ask about the CRM and get the decision. When they're ready, they'll show up here.
Which CRMs can I connect?
HubSpot, Pipedrive, Salesforce, Zoho, Kommo and others in the catalog. RD Station CRM shows as coming soon in the app.
Does Sherlok change my CRM data?
No. The connection is read-only: Sherlok reads the data to answer and suggest. Nothing is created or changed in the CRM.
Can I see sales and marketing together?
Yes. With the CRM and ad accounts connected, Investigate answers looking at both sources side by side.
Your CRM already knows where the pipeline stalls. Ask it.
- No credit card
- Read-only access
- Revoke anytime
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