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. Q3 pipeline forecast

    ¥180MOn track · +6% vs last quarter

    ShareLink copied
    squadbase.app/s/q3-forecastAuto-updatesFree to view

    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 a pipeline dashboard, not spreadsheets
    • No waiting on ops to pull a report

  2. 3 deals stalled this week

    AI detected · 2h ago

    Pipeline velocity7-day avg

    142

    Acme Corp: no activity in 12 days. Close date at risk.

    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
    • Scheduled pipeline reports by agents, delivered to Slack or email
  3. Salesforce CRMStripe BillingAmplitude

    Total revenue

    $482,300

    +12.4% vs last month

    By source

    03

    Every revenue tool, in one view.

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

Comparison

AI analytics vs. traditional analytics.

AI analytics vs Traditional analytics

AI analytics

Traditional analytics

ApproachPredictive. Where will the quarter land?Descriptive. What closed last week?
SpeedReal-time pipeline answers.Waiting on ops to pull a report.
RiskFlags stalled and slipping deals automatically.Surfaces problems at quarter-end.
Data scopeCRM, product, and billing together.CRM in isolation.
UsabilityConversational. Built for sales leaders.Requires 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

  • AWS Athena
  • AWS Billing
  • Airtable
  • Amplitude
  • Asana
  • Attio
  • Azure Cosmos DB
  • Azure SQL
  • Backlog
  • BigQuery
  • ClickHouse
  • ClickUp
  • Customer.io
  • Databricks
  • Freshdesk
  • Freshsales
  • Freshservice
  • Gamma
  • Gemini
  • GitHub
  • Gmail
  • Google Analytics
  • Google Audit Log
  • Google Calendar
  • Google Search Console
  • Grafana
  • Hacker News
  • HubSpot
  • InfluxDB
  • Intercom
  • JDBC
  • Jira
  • Linear
  • Mailchimp
  • Mixpanel
  • MongoDB
  • MySQL
  • Notion
  • OpenAI
  • Oracle Database
  • Outlook
  • PostgreSQL
  • Power BI
  • Redshift
  • SQL Server
  • Salesforce
  • Semrush
  • Sentry
  • Snowflake
  • Stripe
  • Supabase
  • Tableau
  • TiDB
  • Wix Store
  • Zendesk
  • dbt
  • kintone
  • monday.com
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.

Related use cases

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