Squadbase
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Real-time AI dashboards for sales leaders.

Get pipeline answers in seconds. Squadbase's AI data agent monitors deal health, flags at-risk accounts, and delivers reports automatically. No RevOps needed.

Book a demoSee how it works

Sales leaders don't lack a CRM. They lack pipeline answers the moment they need them.

  1. Squadbase's AI data agent helps to prepare a pipeline report in seconds
    01

    Pipeline answers before the forecast call.

    Ask where the quarter is landing and get the breakdown in seconds.

    • Reads your live CRM so forecast calls start with answers, not spreadsheets
    • No waiting on ops to pull a report
    Explore the platform
  2. Stalled deals and slipping close dates flagged before they cost you the quarter.
    02

    Deal health and risk, surfaced automatically.

    Stalled deals and slipping close dates flagged before they cost you the quarter.

    • Watches signals across the pipeline and points to what's changing
    • Alerts you to at-risk accounts before quarter-end
    See AI in action
  3. Every revenue tool, in one view.
    03

    Every revenue tool, in one view.

    CRM, product usage, and billing reasoned together — see what's actually moving the pipeline.

    • Connects Salesforce, HubSpot, Stripe, Amplitude, and more
    • Ask what's driving signups or churn in plain English
    Our data connectors

Comparison

AI analytics vs. traditional analytics.

Approach

AIPredictive. Where will the quarter land?

TraditionalDescriptive. What closed last week?

Speed

AIReal-time pipeline answers.

TraditionalWaiting on ops to pull a report.

Risk

AIFlags stalled and slipping deals automatically.

TraditionalSurfaces problems at quarter-end.

Data scope

AICRM, product, and billing together.

TraditionalCRM in isolation.

Usability

AIConversational. Built for sales leaders.

TraditionalRequires RevOps or analysts.

What sales leaders use it for

The pipeline questions you ask every week.

  • Forecast with confidence

    • Real-time pipeline coverage
    • Forecast accuracy trends
    • Quota attainment signals

  • Manage deal health

    • Stalled deal alerts
    • Slipping close dates
    • At-risk account flags

  • Coach rep performance

    • Activity vs. outcomes
    • Win-rate by rep
    • Ramp and productivity

  • Understand what drives wins

    • Winning deal patterns
    • Source and channel impact
    • Sales cycle drivers

How it works

From CRM to forecast, in three steps.

  1. 01

    Connect your CRM and revenue tools.

  2. 02

    Ask pipeline questions in natural language.

  3. 03

    Get AI-generated dashboards and forecasts in seconds.

Your AI data analyst connects to all your data

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Squadbase DBSquadbase DB
SnowflakeSnowflake
BigQueryBigQuery
DatabricksDatabricks
RedshiftRedshift
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Excel/CSVExcel/CSV
Squadbase DBSquadbase DB
SnowflakeSnowflake
BigQueryBigQuery
DatabricksDatabricks
RedshiftRedshift
dbtdbt
Excel/CSVExcel/CSV
Squadbase DBSquadbase DB
SnowflakeSnowflake
BigQueryBigQuery
DatabricksDatabricks
RedshiftRedshift
dbtdbt
Excel/CSVExcel/CSV
Squadbase DBSquadbase DB
SnowflakeSnowflake
BigQueryBigQuery
DatabricksDatabricks
RedshiftRedshift
dbtdbt
AWS AthenaAWS Athena
PostgreSQLPostgreSQL
MySQLMySQL
Google AnalyticsGoogle Analytics
AirtableAirtable
kintonekintone
Wix StoreWix Store
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PostgreSQLPostgreSQL
MySQLMySQL
Google AnalyticsGoogle Analytics
AirtableAirtable
kintonekintone
Wix StoreWix Store
AWS AthenaAWS Athena
PostgreSQLPostgreSQL
MySQLMySQL
Google AnalyticsGoogle Analytics
AirtableAirtable
kintonekintone
Wix StoreWix Store
AWS AthenaAWS Athena
PostgreSQLPostgreSQL
MySQLMySQL
Google AnalyticsGoogle Analytics
AirtableAirtable
kintonekintone
Wix StoreWix Store
“I get pipeline answers in seconds now, no more waiting on ops to pull a report before the forecast call.”

Sales questions, answered.

  • How fast can I get pipeline answers?

    In seconds. Ask in plain English and the AI data agent reads your live pipeline, so you walk into forecast calls with current numbers.

  • Does it work with our CRM?

    A CRM sales intelligence tool is software that connects to your CRM and revenue tools to surface pipeline answers, deal health, and forecast signals automatically. Squadbase connects to Salesforce, HubSpot, Pipedrive, and more. Ask questions in plain English and get answers directly from your live data.

  • Can it flag deals at risk?

    Yes. Squadbase watches signals across your pipeline and automatically surfaces stalled deals, slipping close dates, and quiet accounts before they cost you the quarter.

  • Do I need RevOps to set up every report?

    No. Sales leaders can ask questions and build dashboards directly in plain English. Squadbase handles the querying and report generation automatically, with no SQL or RevOps dependency.

  • Can I share pipeline reports with my team?

    Yes. Every dashboard and report generated by Squadbase is shareable with a link. Viewers are always free, no extra seats needed.

  • Is my CRM data safe with Squadbase?

    Yes. Squadbase is SOC 2 Type I certified. Your data is never used to train AI models, is encrypted at rest and in transit, and access is controlled by role-based permissions.

Stop waiting on reports. See your pipeline now.

Make faster, smarter sales decisions with AI dashboards, powered by your AI data agent.

Book a demoSee how it works
Real-Time AI Dashboards for Sales Leaders | Squadbase