Documentation Index
Fetch the complete documentation index at: https://docs.ospribrain.com/llms.txt
Use this file to discover all available pages before exploring further.
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
| Tab | Description |
|---|---|
| Pipeline | Deals organized by stage (kanban or list) |
| Contacts | People you’re working with |
| Companies | Organizations in your pipeline |
| Activities | Notes, calls, emails, meetings, tasks |
| Emails | Email log with tracking |
| Reports | Revenue forecasts and win/loss analytics |
KPIs
The CRM header shows key performance indicators:| Metric | Description |
|---|---|
| Pipeline Value | Total value of open deals |
| Won Value | Total value of closed-won deals |
| Win Rate % | Percentage of deals won vs. total closed |
| Open Deals | Number of active deals |
| Overdue Deals | Deals past their expected close date |
| Pending Activities | Activities awaiting completion |
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