Deal Stage, Close Date, Amount, Activity, and insights like Competition, Tech Stack, Buying Intent—all centralized for easy access.
Track quota attainment in real-time with dynamic deal metrics—filtered your way.
Instant sync keeps your Sybill Pipeline and CRM updated—no toggling needed. Manage deals without opening your CRM.
Cut through the clutter with custom views—filter by deal stage, close date, amount, and more to focus on exactly what matters right now.
Flag deals that need attention—upcoming close dates, overdue, stalled, missing info, at risk, or even your custom criteria.
Bring your pipeline to life—track progress visually, prioritize at a glance, and stay in control as deals move through stages.
Chat with the 'Ask Sybill' to get instant answers, be it deal intel, brainstorming, or feedback on your performance.
Sybill auto-identifies next steps to keep your deals moving. Deploy AI agents to execute and track progress effortlessly.
The Deal Board only displays deals associated with meetings recorded in Sybill. It does not pull unrelated deals from the CRM.
Currently, the Next Steps page only shows tasks assigned to you. However, you can manually create next steps and add assignees there.
Apply filters to narrow down your deals.
Click ‘Save as View’, name it, and choose ‘Team or Your’ views.
Save and access it later from the views menu.
Yes, you can edit fields like Owner, Amount, Stage, and Close Date directly. Some fields require CRM sync, and you’ll see a prompt to enable edits.
Highlights visually mark deals meeting certain conditions (e.g., overdue or stalled). You can use predefined highlights or create custom conditions.
Yes, click the view at the top to switch between List and Kanban views.
Fields not synced to the CRM cannot be edited. Go to Settings to sync the field.
