Elevator pitch Unified CRM dashboard syncing HubSpot contacts, deal pipelines, and automated email sequences in real-time.
Industry Sales & Marketing Operations
Problem
- Sales teams juggle multiple HubSpot views, losing pipeline visibility.
- Manual email sequence tracking slows campaign performance analysis.
Solution
- Centralized dashboard displaying live contacts, deal stages, and sequence metrics.
- One-click email campaign triggers with performance tracking.
Tools
hubspot-contacts-sync: Fetch and filter contacts by property, return paginated list.hubspot-deals-pipeline: Query deals by stage, return pipeline metrics and owner.hubspot-email-sequences: Create, trigger, and monitor email sequences with engagement stats.hubspot-contact-enrichment: Enrich contact records with company data and interaction history.
Widgets
/dashboard: Live pipeline kanban, contact count, and sequence performance cards./sequences: Email template builder with send scheduling and open-rate tracking.
Conversation starters
- "Show me deals stuck in negotiation for over 30 days."
- "Create an email sequence for cold leads and track opens."