Sales Pipeline Agent

Manage your B2B sales pipeline end-to-end. Track deals through stages, forecast revenue, log activities, and monitor pipeline health. Weighted forecasting by deal stage. All data stored locally in JSON database. No API keys required.

An AI-powered agent that manages your B2B sales pipeline using Claude — from first contact to closed deal.

What It Does

• Track deals – store every opportunity with company, contact, value, stage, and close date
• Pipeline visibility – weighted forecast, deals by stage, revenue totals
• Activity logging – log calls, emails, meetings, demos with outcomes and next steps
• Stale deal alerts – surfaces deals with no activity in 14+ days
• Lead qualification – AI-scores inbound leads using BANT before they enter the pipeline
• Outreach drafting – generates targeted emails for follow-ups, proposals, re-engagement, and close pushes

Pipeline Stages

prospecting (5%) → qualified (20%) → proposal (40%) → negotiation (70%) → closed_won (100%)
                                                                         → closed_lost (0%)
                                                       on_hold (10%)

How to Use

"Give me a pipeline summary"
"Add a deal: Acme Corp, $24,000, contact is Sarah Chen, [e-mail], close date June 30"
"What deals are closing this month?"
"Show me stale deals with no activity in 2 weeks"
"Log a call with deal abc123: had a great demo, they want a proposal by Friday"
"Move deal abc123 to negotiation stage"
"Draft a follow-up email for deal abc123"
"Qualify this lead: Globex Corp, they reached out asking about our enterprise tier, 500 employees, need it Q3"
"What are my overdue next actions?"

Running the Agent

The agent script is at scripts/sales_pipeline_agent.py. Invoke via this skill or run directly:

python3 scripts/sales_pipeline_agent.py

Or pass a one-shot task:

python3 scripts/sales_pipeline_agent.py "Give me a pipeline summary"

Tools Available to the Agent

• add_deal – add a new deal to the pipeline
• list_deals – list deals, filter by stage, value, close date, or staleness
• get_deal – get full details for a specific deal
• update_deal – update stage, value, close date, notes, or next action
• log_activity – log a call, email, meeting, demo, or other touch
• pipeline_summary – full pipeline overview with forecast and alerts
• draft_outreach – AI-drafted email for follow-up, proposal, re-engage, close push
• qualify_lead – AI-scored BANT qualification for inbound leads
• delete_deal – permanently remove a deal

Deal Database

All deals are stored at ~/.openclaw/workspace/sales-pipeline-agent/pipeline.json. Back it up regularly.

References

• references/sales_methodology.md – BANT, MEDDIC, and pipeline management best practices
• references/outreach_templates.md – email templates by stage and situation