Siftree

Sales & small business · Template

Sales CRM

Keep opportunities moving with a deal board, account details, next steps, and a clear view of your pipeline.

Get this interface for your team Use the prompt with your agent

Explore the example workspace

Fictional data · Changes reset on reload

This preview demonstrates the interface. It does not connect accounts, collect data, or execute operational actions.

Start with your question

Tell your agent what a useful result looks like.

Edit the request, connect Siftree, and paste it into your existing agent. The request is a starting point for scoping the work; it does not automatically install this interface.

What you’ll need

Provide or authorize the business data this workspace needs. Choose the accounts, fields, and records the work may access. Agree on the output and review requirements before scheduling ongoing work.

hubspotsalesforcegoogle sheets
Connection and first-request guide

Suggested request, not a verified live workflow. Connect Siftree and review the proposed setup before running work.

Other starting points

Buying-signal radar interface with fictional example records

Public data

Buying-signal radar

Find accounts with a reason to buy. Review the signals, check the evidence, and prepare a useful handoff for your sales team.

Explore the template and starting prompt

Receivables workspace interface with fictional example records

Your connected data

Receivables workspace

Inspect open balances, record a local payment reconciliation and plan the next collection follow-up.

Explore the template and starting prompt