Pipeline Management
Track every deal through your entire sales process. From initial discovery to closed-won, see exactly where each deal stands and what needs attention.
- •Five-stage pipeline: Discovery → Qualification → Proposal → Negotiation → Closed
- •Real-time pipeline value calculation across all stages
- •Automated status tracking and stage transitions
- •Customizable pipeline to match your sales process
Predictive Risk Detection
Our advanced algorithm continuously monitors deal activity and identifies at-risk deals before they stall. Get alerts when deals need attention, not after they're already lost. Multiple risk factors combine into a comprehensive risk score.
- •Automated risk scoring: Composite 0-1 score with Low, Medium, and High classifications
- •Temporal decay: Weighted risk from time since last activity with configurable thresholds
- •Stage velocity analysis: Time-in-stage vs. historical norms with bottleneck detection
- •Engagement scoring: Human touchpoints (emails, meetings, calls) tracked with drop-off alerts
- •Competitive signals: High-value and negotiation-stage deals weighted for priority
- •Risk reason strings explaining why each deal is at risk
- •Real-time risk updates as deals move through the pipeline
Activity Tracking
Complete visibility into every interaction with your deals. Track emails, meetings, calls, and custom events with a full audit trail.
- •Email sent and received tracking with metadata
- •Meeting and call event logging with timestamps
- •Custom events with extensible JSON metadata
- •Automatic lastActivityAt updates for all deals
Timeline & Audit Trail
Immutable chronological timeline of all deal interactions. Every event is permanently recorded with complete metadata for compliance and forensic analysis.
- •Chronological event view with UUID-based identifiers
- •Complete metadata preservation for compliance and analysis
- •Timezone-aware timestamp handling for global operations
- •Optimized queries for sub-100ms response times
Action Recommendations
Don't just know which deals are at risk, know exactly what to do about it. Get personalized, actionable recommendations for every at-risk deal.
- •Personalized action recommendations for each at-risk deal
- •Urgency classification: high, medium, and low priority
- •Action due dates with automatic overdue tracking
- •Context-aware strategies based on deal characteristics
Analytics & Reports
Understand your pipeline performance with comprehensive analytics. See revenue trends, risk distribution, and deal health metrics at a glance. Make data-driven decisions with visual dashboards and detailed reports.
- •Pipeline value analytics with stage-by-stage breakdown and total pipeline value
- •Monthly revenue trends with growth rate calculations and forecasting
- •Risk distribution charts showing Low/Medium/High risk deal counts
- •Deal health metrics: Win probability, activity scores, and engagement rates
- •Top deals by value, risk, and performance with ranking
- •Customer analytics: Geographic distribution and country-based insights
- •Exportable reports in CSV/JSON format for external analysis
- •Pipeline forecast charts with predictive analytics
Intelligent AI Assistant
Get instant answers to your questions about deal management, risk analysis, and sales strategy. Our multi-model AI router intelligently selects the best AI model for each query type.
- •Natural language queries: "Which deals need my attention today?"
- •Multi-model routing: GPT-4 Turbo, Claude 3.5, GPT-4o, Gemini Pro
- •Specialized models for semantic search, financial analysis, and code queries
- •Chat history with folder organization and persistent conversations
- •Deal-specific insights and pipeline health analysis
Team Collaboration & Workspaces
Work seamlessly with your team using role-based access control, shared workspaces, and collaborative deal management.
- •Role-based access control (RBAC): Owner, Admin, Member, Viewer roles
- •Team workspaces with unique slugs and customizable team names
- •Email-based team invitations with role assignment
- •Team-scoped deal access and assignment to team members
- •Shared webhooks and integrations at team level
- •Team member management with role updates and removal
CRM Integrations
Sync your existing CRM data seamlessly. Import deals, contacts, and opportunities from Salesforce and HubSpot with automatic stage mapping.
- •Salesforce Integration: Import opportunities as deals with automatic stage mapping
- •HubSpot Integration: Sync deals and contacts with portal detection
- •Automatic stage mapping from CRM stages to Sentinel pipeline stages
- •Deal deduplication using external IDs to prevent duplicates
- •Auto-sync every 6 hours via cron job or manual on-demand sync
- •Complete activity logging and error handling with detailed sync history
- •Source tracking: Synced deals tagged with CRM source badges
Google Calendar Integration
Automatically sync meetings and calendar events, intelligently linking them to your deals for complete visibility.
- •Automatic event sync for the next 30 days from your calendar
- •Intelligent auto-linking: Matches meetings to deals by title, attendees, or description
- •Create meetings directly for deals with full calendar integration
- •Dashboard widget showing upcoming meetings at a glance
- •Deal detail pages showing all linked meetings with timestamps
- •Link and unlink meetings manually for complete control
Slack Integration
Receive real-time deal notifications directly in your Slack channels. Stay informed about at-risk deals, stage changes, and important updates.
- •Multiple Slack webhook support for different channels
- •Event filtering: Choose which events trigger notifications
- •Rich message formatting with deal details and direct links
- •Test messages to verify webhook configuration before saving
- •Team-level and user-level Slack integrations
Webhooks & API Integration
Build custom integrations with our comprehensive webhook system and RESTful API. Receive real-time events and programmatically manage your pipeline.
- •Configurable webhook endpoints with HMAC-SHA256 signature verification
- •Event types: deal.created, deal.updated, deal.stage_changed, deal.at_risk, deal.closed_won, deal.closed_lost
- •Team events: team.member_added, team.member_removed
- •Webhook delivery tracking with retry logic and status monitoring
- •Full REST API with OpenAPI documentation and interactive API explorer
- •Deal search, export, and programmatic management endpoints
Notifications System
Never miss a critical update. Get notified in-app and via email when deals need attention, actions are overdue, or important events occur.
- •In-app notifications with real-time updates and read/unread status
- •Email alerts for deal at risk, action overdue, and stage changes
- •Customizable notification preferences per user
- •Weekly digest emails with pipeline summary and key metrics
- •Mark all as read functionality and notification history
Risk Settings & Configuration
Customize risk detection thresholds and competitive signal preferences to match your sales process and business requirements.
- •Configurable inactivity threshold (default: 7 days) for risk detection
- •Enable/disable competitive signals for high-value deals
- •Stage-specific risk thresholds based on historical norms
- •Temporal decay weighting with configurable time-based risk factors
Deal Search & Filtering
Quickly find the deals you need with powerful search and filtering capabilities across all deal attributes and metadata.
- •Full-text search across deal names, companies, and descriptions
- •Filter by stage, risk level, status, assigned team member, and value range
- •Sort by value, risk score, last activity, creation date, and more
- •Scope filtering: My deals vs. All team deals
- •API endpoint for programmatic deal search and filtering
Export & Reporting
Export your data for external analysis, stakeholder reports, and integration with other tools. Generate comprehensive reports on demand.
- •Deal export to CSV/JSON with all deal attributes and metadata
- •Report export with pipeline analytics, risk distribution, and revenue trends
- •Filtered exports based on current search and filter criteria
- •API endpoints for programmatic data export and reporting
Command Palette & Navigation
Navigate quickly and efficiently with keyboard shortcuts and a powerful command palette that puts every feature at your fingertips.
- •Global command palette (Cmd/Ctrl + K) for instant navigation
- •Quick actions: Create deal, search, navigate to pages, open settings
- •Keyboard shortcuts throughout the application for power users
- •Recent pages and quick access to frequently used features
Meeting Management
Manage meetings directly within deals. Create, link, and track all customer meetings with full calendar integration.
- •Create meetings for deals with title, time, attendees, and location
- •Link existing calendar events to deals manually or automatically
- •View all meetings for a deal on the deal detail page
- •Upcoming meetings widget on dashboard with time until next meeting
- •Meeting metadata: Attendees, location, video links, and descriptions
Plan Management & Usage Limits
Flexible pricing plans with usage-based limits. Monitor your usage and upgrade seamlessly as your team grows.
- •Four plan tiers: Free, Starter, Professional, Enterprise
- •Usage limits: Deals, team members, API calls, webhooks, integrations
- •Feature gating: Basic vs. advanced risk detection, AI recommendations, analytics
- •Automatic plan enforcement with graceful limit handling
- •Usage tracking and monitoring in settings dashboard
API Documentation & Developer Tools
Comprehensive API documentation with interactive explorer. Build custom integrations and automate your workflow with our full-featured REST API.
- •Interactive OpenAPI/Swagger documentation at /api-docs
- •Try API endpoints directly from the documentation interface
- •Complete endpoint reference: Deals, Teams, Integrations, Webhooks, Notifications
- •Authentication examples and webhook signature verification guides
- •Developer documentation with code examples and integration guides