Sales
Draft proposals, follow customer news and analyze your pipeline.
- Proposal writing
- Opportunity scouting
- Pipeline analysis
Solutions for the work your team repeats.
See how sales, customer success, project, engineering, finance and people teams use BetaPearl for recurring work. Each example uses tools BetaPearl connects to today, with a person approving the steps that matter.
Project Management
Find schedule risks, automate weekly updates and keep a current overview of every project.
- Schedule risk review
- Weekly update emails
- A project home that stays current
Finance and Spend Operations
Clean up expenses, report on spend and prepare mileage claims in Ramp.
- Expense cleanup
- Spend reporting on your terms
- Mileage reimbursements without the paperwork
Customer Success
Prepare for customer meetings, review renewal risk and follow up after each call.
- Meeting briefs
- Renewal risk review
- Follow-ups after each call
Engineering
Draft release notes, keep reviews moving and triage incoming issues.
- Release notes
- Pull request review digest
- Issue triage
People Operations
Answer policy questions, run new-hire onboarding and summarize employee surveys.
- Policy answers
- New-hire onboarding
- Survey summaries
See what your
company can do.
Explore what's possible with your team's actual work.