Use Case

[sales pipeline](/use-cases/sales-pipeline-management) Management with [conversational CRM](/resources/what-is-conversational-crm)

Manage your [sales pipeline](/use-cases/sales-pipeline-management) through natural language commands. No more clicking through dashboards - just ask Shabe what you need.

The Problem

Sales reps waste 2+ hours daily navigating complex CRM interfaces to check pipeline, move deals, and update stages. Traditional dashboards require multiple clicks and constant context switching.

The Shabe Solution

Ask Shabe in plain English: 'Show me my pipeline', 'Move Acme to Proposal', 'What's my weighted forecast?' Get instant answers and take action through conversation.

Key Benefits

  • 90% faster pipeline updates through natural language
  • Real-time visibility without building reports
  • Instant stage transitions with confirmation
  • Automatic forecasting with stage-based probabilities
  • No training required - just talk to your CRM

The Pipeline Management Challenge

Sales managers and reps need constant pipeline visibility, but traditional CRMs make this unnecessarily hard:

  • Multiple dashboards to check different views
  • Complex filters to segment deals
  • Manual updates for stage transitions
  • Report building for forecasts
  • Context switching kills productivity

How Shabe Solves It

With Shabe's conversational interface:

  1. Ask for what you need: "Show me deals in Proposal stage"
  2. Get instant answers: Formatted tables with all deal details
  3. Take immediate action: "Move BigCo to Negotiation"
  4. Analyze on the fly: "What's my win rate this quarter?"

No clicks. No navigation. Just conversation.

Real-World Workflow

Morning Pipeline Review:

"Show me my pipeline"
→ Complete pipeline view with stages and values

"Which deals are at risk?"
→ Stale deals, no activity, slipping close dates

"Move the Acme deal to Proposal stage"
→ Updated instantly, confirmation shown

Pre-Meeting Prep:

"Show me history for john@techcorp.com"
→ Complete interaction timeline

"What deal is associated with TechCorp?"
→ Deal details, stage, amount, next steps

End-of-Week Forecast:

"What's my weighted pipeline for Q1?"
→ Probability-adjusted forecast by stage

"Show me deals closing this month"
→ List with amounts and stages

Measured Impact

Teams using Shabe for pipeline management report:

  • 18+ hours saved per week per rep
  • 35% improvement in forecast accuracy
  • 50% faster deal stage updates
  • Zero training time - instant adoption

Get Started

Connect your HubSpot account to Shabe and start managing your pipeline through conversation. No setup, no configuration - just connect and talk.

Experience This Use Case Yourself

Start your 7-day free trial and see how Shabe transforms your HubSpot workflow.