Sales Supercube

What it is

Every sales team has the same two problems. The CRM is out of date because updating it is nobody's favourite job, so the forecast is a guess. And follow-up is inconsistent, so deals die in silence rather than being lost for a reason anyone can learn from.

The Sales Supercube gives the team a working sales operation in which the agents do the updating and the following-up. It seeds tables for accounts, contacts, leads, deals, activities, quotes and forecasts. It declares agents that qualify inbound leads, keep every deal record current from email and calendar, draft quotes from the price book, chase the next step, and roll up the forecast with the reasoning shown. It publishes apps for the pipeline board, the account page, the quote builder and the forecast.

If you already run HubSpot, Pipedrive or Salesforce, the supercube keeps that CRM as the system of record and mirrors what it needs. If you do not, the seeded tables are the CRM, and they are yours.

After installation, a lead fills in the website form. The SDR agent enriches it, scores it against your ideal customer profile, writes a two-line summary and books it into the right person's calendar if it qualifies. After each call the Deal Desk agent reads the calendar and the email thread, updates the stage, next step and close date, and drafts the follow-up for the salesperson to send. On Friday the Forecaster agent has the commit, best case and pipeline numbers with the deals that moved them, and the sales manager spends the pipeline review on the deals, not on the spreadsheet.

Who it is for

Companies with two to fifty people selling: founders who sell, small B2B teams, wholesale and distribution reps, agencies with a business-development lead. The roles that use it are sales reps, sales development reps, sales managers and the founder or MD who wants a forecast.

Agents

Agent	Role	Owns	Harness preference
SDR	general	Inbound leads: enrichment, scoring, qualification, routing, first-touch sequences	Claude Code, then pi
Deal Desk	general	Deal hygiene: stages, next steps, close dates, activity capture from email and calendar	Claude Code
Quote Assistant	general	Quotes and proposals from the price book; discount checks; e-signature routing	Claude Code
Account Manager	general	Existing customers: renewals, expansion signals, health, check-in cadence	Claude Code, then Hermes
Forecaster	analyst	Weekly forecast, win/loss analysis, pipeline coverage, rep scorecards	Claude Code

Data

Table	Purpose	Key fields
accounts	Companies you sell to, shared with Finance as customers	name, industry, size, owner, tier, crm_id
contacts	People at those accounts	account, name, role, email, phone, consent
leads	Inbound and outbound leads before they become deals	source, contact, score, icp_fit, status, routed_to
deals	Opportunities through the pipeline	account, title, stage, value, close_date, next_step, owner, probability
activities	Calls, emails, meetings and notes against deals and contacts	deal, contact, type, at, summary, by
quotes	Quotes and proposals with lines and status	deal, version, lines, total, discount, status, sent_at, signed_at
price_book	Products, services, list prices and discount rules	sku, name, unit, price, floor_price, approver_above
forecasts	Weekly forecast snapshots per rep and team	week, owner, commit, best_case, pipeline, closed
win_loss	Reasons recorded when a deal closes	deal, outcome, reason, competitor, learned
sequences	Follow-up sequences and their steps	name, steps, audience

Data sources

• CRM. HubSpot, Pipedrive or Salesforce, two-way, if the company uses one. Deals, contacts and activities sync; the supercube's tables mirror and enrich.
• Email and calendar. Gmail or Outlook threads and calendar events on connected mailboxes, read by the Deal Desk to capture activities and infer stage changes.
• Website and forms. Form submissions from the marketing site, or lead handoffs from the Marketing Supercube.
• Enrichment. Company and contact enrichment services through a connector, and LinkedIn Sales Navigator exports uploaded to the Files tab.
• Finance. Invoice and payment status per account from the Finance Supercube, so account managers know who is overdue before a renewal call.
• Derived. Lead scores, deal probability, health scores, forecast categories and the win/loss patterns the Forecaster surfaces.

Apps

• Pipeline board. Deals by stage with value, age, next step and a stale flag; drag to move. Used by reps and managers.
• Account page. Everything about one customer: contacts, open deals, quotes, invoices from Finance, activity timeline, health. Used by reps and account managers.
• Lead inbox. Qualified leads waiting for a first call with the SDR's summary and score. Used by reps.
• Quote builder. Pick products, apply discounts within policy, generate the document, send for signature. Used by reps.
• Forecast. Commit, best case and pipeline by rep and team with the deals behind each number. Used by managers and leadership.
• Win/loss review. Outcomes, reasons and competitors over time. Used by managers and marketing.

We need a CRM for the sales team, with a deal pipeline.

Published Sales CRM. It uses the contacts and deals tables.

Sales CRMv3 · publishedread-write

Lead2

Northwind$8k

Initech$5kA

Qualified1

Globex$24kG

Won1

Acme$40k

Connectors

Group	Target systems	Flows in	Flows out
CRM	HubSpot, Pipedrive, Salesforce	Accounts, contacts, deals, activities	Stage, next step, close date, notes, new contacts
Email and calendar	Gmail, Outlook, Google Calendar, Microsoft 365	Threads and events on connected mailboxes	Drafted follow-ups, meeting invitations
Documents and signature	DocuSign, PandaDoc, Google Docs	Signed status	Quotes and proposals
Prospecting	LinkedIn Sales Navigator (exports), enrichment APIs	Firmographics, contact data	Nothing
Chat	Slack, Microsoft Teams	Deal updates posted by reps	Won-deal announcements, stale-deal nudges
Finance	Xero, QuickBooks, via the Finance Supercube	Invoice and payment status per account	Won deals as draft invoices or contracts

Process automations

Inbound lead to first meeting Trigger: a form submission or a lead handed over by Marketing. Steps: the SDR enriches the company and contact, scores fit against the ideal customer profile, checks for an existing account, writes the summary, and either routes to a rep and offers meeting slots, or starts a nurture sequence, or disqualifies with a reason. Checkpoint: none for routing; a rep accepts or reassigns in the lead inbox. Output: lead qualified, meeting booked, record created in the CRM.

Deal hygiene after every meeting Trigger: a calendar event with a deal contact ends. Steps: the Deal Desk reads the event and the thread, summarises the meeting as an activity, proposes the stage, next step and close date, and drafts the follow-up email. Checkpoint: the rep confirms the stage change and sends the email. Output: the deal is current and the follow-up is out within the hour.

Stale deal chase Trigger: routine, daily 08:30. Steps: for each open deal with no activity for longer than its stage allows, the Deal Desk nudges the rep with a suggested action; after a second period it flags the deal to the manager and proposes closing it as lost with a reason. Checkpoint: the rep or manager decides. Output: pipeline stays honest.

Quote to signature Trigger: a rep asks for a quote on a deal. Steps: the Quote Assistant builds the quote from the price book, checks every discount against policy, generates the document and routes for approval if a discount exceeds the rep's authority. Checkpoint: discount approval by the manager where required; the rep sends. Output: quote sent for e-signature, signature status tracked, won deal handed to Finance.

Weekly forecast Trigger: routine, Friday 12:00. Steps: the Forecaster snapshots every deal, categorises commit and best case from stage, probability, age and activity, compares to last week, and writes the changes. Checkpoint: each rep confirms their commit; the manager approves the team number. Output: forecast published to the forecast app and the General Management scorecard.

Renewal and expansion Trigger: routine, daily, 90 and 60 and 30 days before a contract end date. Steps: the Account Manager checks usage or support signals, invoice status from Finance and recent activity, drafts a health note and a check-in email, and opens a renewal deal at 90 days. Checkpoint: the account owner sends the check-in. Output: no renewal is a surprise.

By industry

B2B services agency. Deals are proposals with scopes rather than SKUs; the Quote Assistant builds proposals from a scope library with day rates. Win/loss reasons feed the Marketing Supercube's messaging. Forecast coverage is measured against capacity from the Operations Supercube.

SaaS company. Leads are product sign-ups as well as forms; the SDR reads product usage to score them. Deals carry ARR and term; the Account Manager watches usage drops as churn signals. Won deals create the subscription record that Finance recognises revenue from.

Wholesale distributor. Accounts are retailers with reorder patterns; the Account Manager predicts reorder dates from the Supply Chain Supercube's order history and drafts the call list. Quotes are price lists by customer tier with volume breaks.

Manufacturer. Long deals with engineering involvement; the Deal Desk tracks sample and specification milestones as stages. Quotes reference bill-of-material costs from Supply Chain so margin is checked before a discount is approved.

Estate agency. Accounts are vendors and landlords; deals are instructions and lets; contacts are buyers and applicants matched to properties held in an Operations asset table. The SDR handles portal enquiries and books viewings.

Recruitment agency. Two pipelines, clients and candidates, sharing the same tables with a kind field. The Deal Desk tracks placements from brief to start date; the Forecaster predicts fee revenue from interview-stage counts.

Guard rails

• Agents draft emails and quotes; people send them. A sequence can be set to send automatically, per sequence, by an admin, and every automatic send is logged.
• Discount authority lives in the price book table, and the Quote Assistant cannot approve its own exceptions.
• Contact consent is a field, and the SDR will not start a sequence on a contact without a lawful basis recorded.
• The suite's agents get write on its own tables and read on Finance's invoice tables. CRM writes go through the connector under a tool profile that lists the exact operations allowed.
• Reps see their own deals and shared accounts; managers see the team; the forecast app scopes by the viewer's role.

Not in the box

• It is not a dialler, a marketing automation platform or a data provider. It connects to those.
• It does not send outbound cold sequences on its own; outbound requires a person to approve the list and the copy, and consent recorded on every contact.
• Commission calculation belongs to the Finance or People Supercube, reading from the won deals here.
• It does not replace Salesforce for a company that already lives in Salesforce. It keeps Salesforce current and does the work around it.