Every Blind Spot, Illuminated
Quarterback watches 6 critical areas of your business and alerts you the moment something needs attention.
Stale Deals
Deals sitting in a pipeline stage without updates beyond your configured threshold. Shows deal name, customer, value, current stage, and days without activity.
Inactive Customers
Customers who haven't been contacted within your threshold period. Shows customer name, last contact date, lifetime value, and days since last interaction.
Overdue Tasks
Tasks past their due date, surfaced with priority level, assignee, customer context, and days overdue. Nothing falls through the cracks.
Expiring Quotes
Quotes approaching or past their expiry date. Shows quote details, customer, total amount, and days until expiry. Prevent revenue from dying in drafts.
Overdue Invoices
Unpaid invoices past their due date with outstanding amount highlighted. Improve cash flow by catching collections early.
Follow-Up Reminders
Scheduled follow-ups that are past due, with full customer context. Ensures commitments to customers are always honored.
From Insight to Action in Seconds
Click any insight and CoPilot opens in Quarterback Mode with four ready-to-go options. Context is pre-loaded. Just pick your play.
Draft a follow-up email
All PlansAuto-populated with customer context, deal details, and relationship history. Ready to send in seconds.
Draft a quick text
All PlansShort, contextual SMS message to re-engage the customer or confirm next steps.
Script an outgoing call
Elite Premium+Full call script with talking points, objection handling, and suggested outcomes.
Something else
All PlansFree-form CoPilot conversation for custom actions, creative outreach, or strategy advice.
How It Works
Quarterback Scans Your Data
Continuously monitors deals, customers, tasks, quotes, invoices, and follow-ups across your entire CRM.
Priority Insights Surface
Up to 5 actionable insights appear on your dashboard, ranked by urgency. No noise, only what matters.
One Click to Act
Click any insight to open CoPilot in Quarterback Mode. Draft an email, text, or call script instantly.
Built For Revenue-Focused Teams
Sales Managers
Track your team's pipeline health without digging through reports.
Solo Founders
Juggling 50+ deals? Quarterback tells you which one needs attention right now.
Agency Owners
Managing multiple client accounts? Never let a retainer lapse again.
Service Businesses
Recurring follow-ups, renewals, and collections handled proactively.
Most CRMs Show Reports.
Quarterback Tells You What to Do.
Traditional CRMs give you dashboards and reports. You pull the data, you analyze the trends, you decide what matters. That works when you have 10 deals. Not when you have 200.
AI Quarterback flips the model. Instead of you searching for problems, it pushes the problems to you. Stale deal in stage 3? You know. Invoice 14 days overdue? You know. Customer going dark? You know -- and you can act on it in one click.
Unlike HubSpot's static dashboards or Salesforce's Einstein that requires months of configuration and data scientist-level setup, Quarterback works from day one with zero configuration. No training data needed. No AI models to tune. Just your real CRM data, scanned continuously and surfaced intelligently.
Frequently Asked Questions
How does AI Quarterback know which deals are at risk?
Quarterback analyzes your pipeline data in real-time, flagging deals that haven't been updated within configurable thresholds, customers who haven't been contacted recently, tasks past due, quotes approaching expiry, and overdue invoices.
Does it use AI tokens or cost extra?
No. Insight generation is deterministic -- it scans your actual CRM data using rule-based logic, not AI inference. AI tokens are only used when you click an insight and engage CoPilot for drafting. Quarterback itself is free on all plans.
Can I customize the thresholds?
Yes. The thresholds for when deals are considered stale, customers inactive, and other triggers are configurable per organization to match your sales cycle.
Does it work on mobile?
Yes. AI Quarterback displays in a compact format on mobile dashboards and a full-width format on desktop. All insight types and actions are available on both.
What plans include AI Quarterback?
All plans, including Free. Call script actions require Elite Premium or Enterprise.
Can I dismiss insights I've already handled?
Yes. Each insight can be dismissed individually. Dismissed insights are saved to your preferences and won't reappear until the underlying data changes.
Stop Pulling Reports.
Start Getting Answers.
AI Quarterback is included on every CxTrack plan. Sign up for free and watch your first insights appear within minutes.
Stop Guessing. Start Automating.
Book a 30-minute audit. We'll map your biggest leaks and show you the exact automation roadmap. No pitch. No pressure.
