Features

A revenue-ops layer built on the signals your CRM already has.

Sentinel doesn't try to replace your CRM. It reads the signals your team is already generating - emails, meetings, stage transitions - and turns them into risk scores, next actions, and alerts that arrive before a deal goes quiet.

8 product pillars·One team, one pipeline, one timeline·No shared-model training

Risk scoring

A composite 0-1 score on every open deal, recomputed as new activity arrives. Not a single heuristic. Each score comes with plain-English reasons.

Score: 0.00 - 1.00 composite
Bands: Low · Medium · High
Inputs: Activity · Velocity · Engagement · Value

Temporal decay: weighted risk from time-since-last-activity, with configurable thresholds per stage.
Stage velocity: time-in-stage compared against the pipeline's own historical norms, with bottleneck detection.
Engagement scoring: emails, meetings, and calls tracked together with drop-off alerts when touchpoints go quiet.
Competitive signals: high-value and negotiation-stage deals are weighted to surface first.
Risk reasons: every score carries a short explanation of why it moved, so the team isn't arguing with a black box.

Pipeline management

A five-stage pipeline built around how deals actually move, with bulk operations and filtering that scale with the book.

Stages: Discovery → Qualification → Proposal → Negotiation → Closed
Bulk ops: Move · Archive · Reassign · Export
Views: My deals · Team deals

Real-time pipeline value across stages, with owner- and team-level roll-ups.
Full-text search across deal names, companies, and descriptions; filter by stage, risk, owner, and value range.
Sort by value, risk, last activity, or creation date. URL-addressable state so views are shareable.
Bulk actions with error boundaries so partial failures surface clearly and never silently drop records.

Activity & timeline

Every touchpoint on every deal, written to an immutable log. The timeline is the source of truth, not the reason you have to re-key it.

Event types: Email · Meeting · Call · Custom
Metadata: Extensible JSON per event
Storage: Append-only, UUID-keyed

Email sent and received tracking with subject, direction, and timestamp.
Meeting and call events logged with attendees and duration where available.
Custom events with a JSON metadata field so any integration can contribute to the timeline.
lastActivityAt is derived from the full event stream, not a manually updated field.
Chronological event view with timezone-aware timestamps and stable identifiers for audit.

AI assistant

A multi-model router that picks the right model per question and always runs scoped to your workspace. Your data isn't training anyone else's model.

Routing: Task-aware model selection
Context: Workspace-scoped, per request
Attachments: PDF parsing in chat

Ask the things managers actually ask: which deals need attention today, where the pipeline is leaking, which accounts have gone quiet.
Graceful provider fallbacks so a single upstream hiccup doesn't take inference down.
Deal-specific insights generated against the actual event stream for that deal, not a generic summary.
Chat history with folder organization; conversations persist and stay searchable.

Integrations

Read-only connections to the systems your revenue runs on. Scoped OAuth tokens inbound, HMAC-signed webhooks outbound.

CRM: Salesforce · HubSpot
Calendar: Google Calendar
Notify: Slack · Outbound webhooks

Salesforce: OAuth connect, inbound sync for Opportunities and Accounts, no write-back to the record.
HubSpot: OAuth connect, Deals / Contacts / Companies sync, Sentinel never writes to your portal.
Google Calendar: read-only OAuth, event-to-deal matching by domain and attendee.
Slack: OAuth app that reads channel messages for deal signal and posts per-event alerts (risk, stage change, new deal, daily digest).
Outbound webhooks: HMAC-SHA256 signed, with retries, delivery logs, and a 30-day history you can inspect.

See integration details

Teams & access

Built around the reality that a pipeline belongs to a team, not a person. Every control scopes correctly from day one.

Roles: Owner · Admin · Member · Viewer
Scope: Team-scoped deals, shared integrations
Invites: Email with single-use token

Team workspaces with unique slugs and renameable display names.
Invite by email with role assigned at invite time; tokens expire and can be revoked.
Deals can be assigned to specific team members, with team-wide visibility for managers.
Integrations and webhooks can be owned at the team level so connections survive rotation.

Notifications

Alerts tuned to the work, not to the engagement metric. Every notification carries enough context to act without opening three tabs.

Channels: In-app · Email · Slack
Triggers: Risk · Stage change · Action overdue · Digest
Controls: Per-user preferences

In-app notification center with read/unread state and history.
Email alerts for deal-at-risk, action-overdue, and stage transitions, each deep-linked back to the deal.
Weekly digest with pipeline summary, risk distribution, and top movements.
Notification preferences are per-user and respected across every channel.

Developer surface

A real API, documented against an OpenAPI spec, with an interactive explorer. Webhooks are signed, logged, and retried.

Docs: OpenAPI / Swagger at /api-docs
Auth: Per-user OAuth
Events: deal.created · deal.updated · deal.stage_changed · deal.at_risk · deal.closed_won · deal.closed_lost

Deal search, export, and programmatic management endpoints with full filter parity with the UI.
Webhook subscriptions with HMAC-SHA256 signatures in X-Sentinel-Signature.
Delivery retries with exponential backoff; every attempt logged with response code and body preview.
Team events (team.member_added, team.member_removed) for downstream access-control automations.

Open API reference

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