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.

What changes

From stale reports to real-time pipeline answers.

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

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

    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
  3. Every revenue tool, in one view.

    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

Comparison

AI analytics vs. traditional analytics.

vs 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.

    • 02

      Ask pipeline questions in natural language.

      • 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.

        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