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New: Sales Pipeline

Track deals where you track money. Same AI. Same data. Same place.

A full sales pipeline inside AccountsOS. Customisable stages, AI deal summaries, weighted forecast, win/loss insights. Set up a deal by forwarding an email.

Try the pipeline freeSee email-to-pipeline magic

No separate CRM. No double data entry. No second subscription.

accounts-os.com/pipeline
PipelineWeighted £24,300

Qualified

Northwind

£8k

Baxter Co

£3k

Proposal

Ardent Ltd

£18k

Won

Kepes

£6k

Forwarded an email to Finn. It opened the Ardent deal for you.

Why a pipeline inside your accounts?

Founders shouldn't run their sales out of a spreadsheet, and they shouldn't pay £40 a month for a CRM that doesn't talk to their books.

ReasonStatus

Your books already know who pays you

Your invoices, your contacts, your projects

Why force them into a separate CRM and pay for it twice?

Live

Same Finn, sales side

The AI that files your receipts

Now logs your deals, drafts your follow-ups, and tells you which deals went quiet

Live

Forwarding is the input

Forward a proposal

Get back a fully set-up contact, opportunity, and activity log. No data entry

Live

Won closes the loop

When a deal hits Won, the contact becomes a client and the deposit invoice is one click away

The pipeline literally turns into revenue

Live

Everything you need to run a sales process

Eight built-in capabilities. No add-ons, no integrations to wire.

Kanban + grouped list

Two views, one click between them. Default is a stage-grouped list because that's what most operators want. Switch to Kanban when you want to drag.

Opportunity timeline

Every deal has one timeline merging notes, tasks, estimates, contracts, and emails. Add a note, log a call, send a proposal: it all lives together, chronologically.

Customisable stages

Lead → Pitched → Proposal Sent → Negotiating → Won → Lost out of the box. Rename, recolour, reorder via drag-and-drop. Mark any stage as the terminal Won or Lost.

Finn AI deal summary

Each opportunity gets a 2-4 sentence summary at the top, generated from the activity timeline. Refreshed automatically as new activity lands. Click refresh for a fresh take.

Next move + call prep

When a prospect books a call, the opportunity shows it: date, countdown, who's on it, join link. Underneath, Finn's prep: what to aim for, questions to ask, and what's still missing from the deal. You always know your next move.

Weighted forecast

Six-month projection bucketed by expected close month. Bars show raw value, weighted overlay shows confidence-adjusted value. Plus a stage funnel breaking down where the pipeline value sits.

Win/loss insights

Close rate, won value, average days to close. Per-source breakdown so you know which channels actually convert. Stage drop-off funnel showing where deals stall.

Stale-deal nudges

Daily digest if a deal has gone quiet for 14 days or its next action is overdue. Sent from Finn with deep links straight to the deal.

Email-to-pipeline (inbox agent)

Forward your proposal email to finn@accounts-os.com. Contact created. Opportunity opened. Activity logged. Reply sent. Set up in one email.

Send tracked emails from the deal

Finn drafts the follow-up, you send it from your own connected Gmail without leaving the opportunity. Every send carries first-party open tracking: see when the prospect reads it, how many times, right on the deal.

Finn drives the pipeline

Ask Finn anything. It does the work.

Five pipeline tools wired into Finn. Available everywhere Finn is: chat, Slack, WhatsApp, Telegram, voice, phone, and email.

list_opportunities

"What deals do I have open?" Finn lists your pipeline with weighted value, in chat or any messaging channel.

create_opportunity

"I just had a call with Acme, they want a Q3 retainer for £15k." Finn creates the deal, with the contact, value, and source attached.

add_opportunity_note

"Log a meeting on Acme, they confirmed budget and want the proposal by Friday." Finn writes the note onto the deal timeline.

update_opportunity_stage

"Move Acme to Proposal Sent." Finn flips the stage. If you say "we won Acme", it goes to Won, the contact becomes a client, and the deposit invoice is teed up.

draft_outreach_email

"Draft a follow-up to Acme, three weeks since the proposal." Finn returns a tailored draft, pulled from the deal context. You edit and send.

Lead → Won → Client → Invoice

A deal opens. Stages move. The contact is upgraded. Money lands. All inside one platform with one source of truth.

Step 1

Lead

Contact created from a forwarded email or a quick chat command. Opportunity opens in your default stage.

Step 2

Pitched

Activity timeline fills up. Notes, calls, meetings, proposals, signed contracts: everything attaches to the deal.

Step 3

Won

Stage flips to Won. Contact lifecycle becomes Client. The deal moves into Projects for delivery.

Step 4

Invoice

Raise the deposit invoice, generate recurring billing, attach a contract: one click each, all linked to the deal that won them.

Common questions

Is the sales pipeline really a full CRM, or just a kanban view?

Full CRM. Contacts with lifecycle stages, opportunities with customisable funnel stages, activity timeline merging notes/tasks/estimates/contracts/emails, weighted forecast, win/loss insights, and AI deal summaries. Plus integration with the rest of AccountsOS: won deals auto-promote contacts to clients and invoices link back to the deal that won them.

How is this different from Pipedrive or HubSpot?

Two things. First, it lives where your money lives: the same contacts power your invoices, the same projects become deliveries, the same AI handles your accounting and your sales. Second, the AI is the interface. Finn creates contacts and deals from forwarded emails, drafts follow-ups, logs activity from chat messages, and nudges you about stale deals. There's no separate tool to learn.

Can I customise the stages?

Yes. Go to Settings > Pipeline Stages. Rename, recolour, drag-to-reorder, mark any stage as the terminal Won or Lost. Each company has its own funnel. The defaults are Lead, Pitched, Proposal Sent, Negotiating, Won, Lost.

Does Finn really create deals from emails?

Yes. Forward any deal email to finn@accounts-os.com: your sent proposal, a received reply, a meeting follow-up. Finn parses the original recipient from quoted headers, creates the contact if it doesn't exist, opens the opportunity (with a name, value if mentioned, source if obvious), and logs the email content on the deal. Then it replies confirming what it did.

Does it tell me what to do next on a deal?

Yes. Every opportunity has a Next move card. If a call is booked, say the prospect sent a calendar invite that landed in your connected Gmail, the card shows the meeting date, a countdown, the attendees, and the join link. Finn adds prep underneath: the objective for the call, questions worth asking, and information still missing from the deal, all grounded in the actual deal timeline rather than generic sales advice.

Can I send emails from the deal and see when they're opened?

Yes. Connect Gmail and you can send emails directly from the opportunity screen: Finn drafts them from the deal context, you edit and hit send from any of your connected Gmail accounts. Each email includes first-party open tracking (served from our own domain, no third-party tracker), so the deal shows when the prospect opened it and how many times. Auto-opens from privacy proxies like Apple Mail are flagged so the signal stays honest.

How does the forecast work?

Six-month projection by expected close month. Each open deal is bucketed using a heuristic: next_action date if set, else pitched_date plus 30 days, else created date plus 45 days. Each deal contributes its value weighted by confidence: 90% for High, 50% for Medium, 20% for Low, 30% if unset. The view shows raw + weighted side by side.

One platform for the deal and the money it brings in.

Free for 14 days. No credit card. Forward your first deal email in under 60 seconds.

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