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
Stages are customizable with colors, probabilities, and tooltips.
