Sales
Draft proposals, follow customer news and analyze your pipeline.
- Proposal writing
- Opportunity scouting
- Pipeline analysis
BetaPearl reads the plans, trackers, email and calendars behind your projects. It finds schedule risks, drafts the updates you send every week and keeps a current overview of each project.
Schedule risks often sit between tools: a date in the plan, a delay mentioned in an email, a blocked issue in Linear. Ask “What could delay this project?” BetaPearl compares the project's documents, email and calendar, checks its open Linear issues and lists each risk with where it came from.
Where you decide. You choose how to respond to each risk. Answering the question changes nothing in your tools.
2 schedule risks found
Sources linked
If you send the same update to the same people every week, make it a workflow. Tell BetaPearl which sources to read and who receives the email. Each week it gathers what changed and drafts the update in Gmail.
Where you decide. By default, every email waits for your approval before it is sent. You can edit the draft before you approve it.
Weekly update: Meridian rollout
Awaiting your approval
Create a project in BetaPearl and share the Drive folders, Notion pages and email threads that belong to it. BetaPearl maintains an overview of where the project stands. It shows where each fact came from and marks the overview when a source changes. New team members can ask the project questions instead of searching each tool.
Where you decide. You choose what the project includes and who belongs to it.
Meridian rollout
Sources cited
Draft proposals, follow customer news and analyze your pipeline.
Clean up expenses, report on spend and prepare mileage claims in Ramp.
Prepare for customer meetings, review renewal risk and follow up after each call.
Draft release notes, keep reviews moving and triage incoming issues.
Answer policy questions, run new-hire onboarding and summarize employee surveys.
Explore what's possible with your team's actual work.