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What is the CRM?

Ospri Brain’s CRM tracks your sales pipeline, contacts, and companies. What makes it unique is the deep integration with Meetings — the AI can automatically extract deal signals, contact information, and follow-up actions from your meeting transcripts.
Alex’s screenshot note: Take a full-page screenshot of the CRM page showing the Pipeline view in Kanban mode with deal cards in different stage columns.

Main Views

KPIs

The CRM header shows key performance indicators:

Pipeline Modes

The CRM supports two pipeline modes:

Pre-Lead Pipeline

For early-stage opportunity tracking:
  • Responded to Email
  • Jeremy Intro’d
  • Scheduling
  • Active Opp
  • Graveyard

Sales Pipeline

For active deal management:
  • Lead
  • Qualified
  • Proposal
  • Negotiation
  • Won
  • Lost
Stages are customizable with colors, probabilities, and tooltips.