> ## 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.

# CRM Overview

> Track deals, contacts, and companies with AI-powered meeting extraction.

## 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.

<Note>
  **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.
</Note>

## 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.