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Sign up at your app URL and open Dashboard - you’ll see demo pipeline data (or your own if you already have deals).
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Connect CRM
Go to Settings → Integrations (or use Getting started on the dashboard).
Connect HubSpot (private app token) or Salesforce (instance URL + access token), then click Sync. -
Slack (optional)
On the same Integrations tab, scroll to Slack, add an Incoming Webhook.
Enable CRM sync summary to get a Slack message after each HubSpot/Salesforce sync (deals updated + high-risk count). -
AI
Open AI in the sidebar → ask e.g. “Which deals need attention?” or “Why is my pipeline at risk?” -
Webhooks & team
Settings → Webhooks for outbound events; Settings → Team for invites.
Deep links
- Integrations:
/settings?tab=integrations - Slack-focused:
/settings?tab=integrations&panel=slack(same tab; scrolls to Slack)
Billing note
The Billing tab supports paid plans, and upgrades are handled through PayPal checkout.
- Quality gate: Run
npm run verifybefore opening a PR (typecheck, ESLint, unit tests). Optional manual GitHub workflow runs the same gate-see CONTRIBUTING.md. - Architecture, security, reliability, known limits: README - Production engineering for founders and reviewers, then ARCHITECTURE.md and DEPLOYMENT.md.
- Cron / Vercel Hobby: DEPLOYMENT - Vercel Hobby cron playbook (Bearer
CRON_SECRET; on Hobby each Vercel cron is at most daily-use an external scheduler for higher frequency).