AI Quarterback
The deals you forget about are the ones you lose.
While you close, Quarterback reads your whole pipeline and pushes the deals, customers, and tasks that need you to the top. No report to pull. No dashboard to check. The work finds you.
What it watches
Six blind spots, watched so you do not have to.
Quarterback keeps an eye on the six places revenue leaks out of a business, and speaks up the moment one of them needs a person.
Stale deals
Deals parked in a pipeline stage past your threshold, surfaced with the customer, the value, the stage, and how long it has gone quiet.
Acme Corp proposal has sat in Negotiation for 18 days without movement.
Inactive customers
Customers who have gone dark longer than you allow, with their last contact date and lifetime value so you know which silence costs the most.
Sarah Chen has not been contacted in 32 days.
Overdue tasks
Anything past its due date, surfaced with priority, owner, and the customer it belongs to. Nothing falls through the cracks.
The follow-up call with the Henderson account is three days overdue.
Expiring quotes
Quotes drifting toward expiry, with the customer and the total in plain view. Revenue stops dying quietly in a draft.
Quote #1042 for a kitchen remodel expires in two days.
Overdue invoices
Unpaid invoices past their due date with the outstanding amount front and center, so collections happen before cash flow bends.
Invoice #2089 for the Riverside project is 12 days overdue.
Follow-up reminders
Scheduled follow-ups that slipped, carried with the full customer context. Commitments to customers get honored, every time.
The follow-up with Mike Rodriguez was due yesterday.
One click to act
From knowing to done, in a single click.
Open an insight and CoPilot is already holding the context. Pick the play and the draft is in front of you.
Draft a follow-up email
Pre-loaded with the customer context, the deal details, and the relationship history. Ready to send in seconds.
Draft a quick text
A short, contextual message to re-engage the customer or confirm the next step, written for you to glance at and send.
Script the call
A full call script with talking points, objection handling, and the outcomes worth steering toward before you dial.
Take it further
Hand it to CoPilot for anything else. Custom outreach, a different angle, or a second opinion on the play.
How it runs
No setup. No training. It just starts.
It scans your data
Quarterback watches deals, customers, tasks, quotes, invoices, and follow-ups across your whole CRM. Continuously, in the background.
The priorities surface
A short, ranked list lands on your dashboard, ordered by urgency. No noise, no report to pull. Only what needs you today.
You act in one click
Open any insight and CoPilot picks it up with the context already loaded. Email, text, or call script, drafted on the spot.
Why it is different
Most CRMs hand you a report. Quarterback hands you the next move.
A traditional CRM gives you dashboards. You pull the data, read the trend, and decide what matters. That works at ten deals. It does not at two hundred.
Quarterback flips it. Instead of you hunting for problems, the problems come to you. A deal stuck in stage three, you know. An invoice two weeks late, you know. A customer going quiet, you know, and you can act on it in one click.
No models to tune, no months of configuration, no data scientist on staff. It works from your real CRM data on day one, scanned continuously and surfaced in plain language.
Who it is for
Built for teams that live and die by the pipeline.
Sales managers
See your team's pipeline health without digging through a single report.
Solo founders
Carrying fifty deals at once. Quarterback tells you the one that needs you now.
Agency owners
Managing a roster of client accounts. No retainer lapses on your watch again.
Service businesses
Recurring follow-ups, renewals, and collections, handled before they slip.
Questions
The things people ask first.
How does it know which deals are at risk?
It reads your real pipeline data and flags what crosses your thresholds. Deals that have gone quiet, customers you have not touched, tasks past due, quotes near expiry, and invoices overdue.
Does it run on autopilot?
Yes. Insight detection is continuous and rule-based, scanning your actual CRM data rather than guessing. The AI only steps in when you open an insight and ask CoPilot to draft the next move.
Can I tune the thresholds?
Yes. When a deal counts as stale, when a customer counts as inactive, and the other triggers are all configurable to match your sales cycle.
Does it work on mobile?
Yes. Quarterback shows in a compact view on mobile and full width on desktop. Every insight type and action is available on both.
Can I dismiss what I have already handled?
Yes. Dismiss any insight and it stays gone, saved to your preferences, until the underlying data changes and it genuinely needs you again.
Still deciding? manik.sharma@cxtrack.com
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.