Track deal stages, update opportunity records, maintain prospect engagement through follow-up sequences, and analyze pipeline health — without manual CRM entry.
3
Workflow stages
14+
Ready-to-use plugins
2+
Integrations
90%
CRM data accuracy
INTEGRATES WITH YOUR TOOLS
Automation canvas
Click a stage to see active plugins. Click a plugin chip to open its details.
A connected system with humans in control at every decision point.
Track and advance deals through the pipeline.
3 plugins
Maintain prospect engagement.
2 plugins
Review pipeline health and forecast.
Stage Opportunity Tracking — active plugins
The plugin layer
Click any plugin to see what it does and where it fits in the workflow.
Lead Capture
Lead Ingestion
Captures and organizes new leads from connected sources and adds them to the sales pipeline.
Lead Enrichment
Data Enrichment
Enriches lead records with company, role, contact, and other relevant business information to improve qualification accuracy.
Lead Qualification
Sales Readiness Assessment
Evaluates leads against configurable sales criteria and identifies prospects that are ready for direct sales engagement.
Lead Scoring
Prospect Prioritization
Assigns a score to prospects based on engagement signals, profile information, and qualification criteria to prioritize the sales pipeline.
Sales Outreach
Personalized Prospect Outreach
Creates and sends personalized outreach messages based on the prospect profile, account context, and configured sales messaging.
Email Automation
Sales Email Sequences
Automates personalized sales emails, follow-up sequences, reminders, and re-engagement messages based on prospect behaviour.
Meeting Scheduler
Meeting Coordination
Coordinates calendars and schedules meetings between sales representatives and prospects without manual back-and-forth.
CRM Update
CRM Data Maintenance
Creates and updates leads, contacts, accounts, opportunities, and activity records in the CRM to keep sales data accurate.
Opportunity Management
Pipeline Management
Tracks opportunity stages, updates deal information, and helps maintain an accurate and up-to-date sales pipeline.
Sales Summary
Activity Summarization
Summarizes sales activity, customer interactions, open opportunities, and important account updates for sales reps and managers.
Sales Analytics
Sales Performance Insights
Analyzes sales activity, pipeline health, conversion rates, and performance data to provide actionable business insights.
Salesforce
CRM · Salesforce
Syncs leads, contacts, accounts, opportunities, and activity data between SoloBuildAI and Salesforce CRM.
HubSpot CRM
CRM · HubSpot
Syncs contacts, deals, companies, and engagement data between SoloBuildAI and HubSpot CRM.
Google Calendar
Calendar & Scheduling
Connects to Google Calendar for availability lookup and interview or meeting scheduling.