Use case · CRM
Customer context, filled in from the conversation.
People, companies, deals and follow-ups stay tied to the calls, emails and chats where they came up, and every update waits for your approval.
Even a well-kept Pipedrive misses what was said on the call, in the group chat or in the email thread. The opposite failure is an agent that updates records from weak signals without showing its evidence.
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Drop the named file into apps/web/public/marketing/screenshots to swap this slot. Reshoot after the citation redesign and seed update.
To reshoot after citation redesign and seed update. Keep the same screen, URL and framing.
A client record with its open tasks, pending approvals and documents in one place.
Fictional example · Acme Labs demo workspace
How it works
From conversation to current record.
The Timeline keeps people, companies, deals and follow-ups tied to the calls, emails and chats where they came up. Each update is proposed with its source, and a person approves it.
People and companies
Who you spoke to and what was said, each line linked to its source.
Deals and follow-ups
Commitments from calls and email become proposed updates that a person approves.
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27-board-dealflow-dark.png
Drop the named file into apps/web/public/marketing/screenshots to swap this slot. Reshoot after the citation redesign and seed update.
To reshoot after citation redesign and seed update. Keep the same screen, URL and framing. The dealflow board is wider than 1440 px; crop to the visible lanes or reshoot wider.
Deals on a board, from Qualified to Proposal.
Fictional example · Acme Labs demo workspace
Example
A fictional walk-through.
Boundary
The Timeline keeps its own people, company and deal records. It doesn’t sync to Pipedrive, HubSpot or Salesforce today (listed as coming later).
Questions
Common questions.
Does The Timeline update Pipedrive, HubSpot or Salesforce automatically?
No. Those tools are listed as coming later. The Timeline keeps its own people, company and deal records, and inferred changes stay proposals until a person approves them.
Can an internal Slack comment become customer fact?
It can be preserved as an internal statement, not silently promoted to customer-confirmed fact. A good answer labels the source and distinguishes direct customer evidence from internal interpretation.
Start free
Link one channel. Watch the record fill in.
Start with one Slack channel or Telegram group. Read the daily update, approve what The Timeline proposes, and ask what was decided, with the source for every line.