Manage your B2B sales pipeline end-to-end. Track deals through stages, forecast revenue, log activities, and monitor pipeline health. Weighted forecasting by...
---
name: sales-pipeline-agent
description: "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."
metadata:
{
"openclaw":
{
"emoji": "๐ฐ",
"requires": {},
"pricing": {
"model": "free",
"description": "Free to use. Data stored locally on your machine."
},
},
}
---
# Sales Pipeline Agent
An AI-powered agent that manages your B2B sales pipeline using Claude โ from first contact to closed deal.
## What It Does
- **Track deals** โ store every opportunity with company, contact, value, stage, and close date
- **Pipeline visibility** โ weighted forecast, deals by stage, revenue totals
- **Activity logging** โ log calls, emails, meetings, demos with outcomes and next steps
- **Stale deal alerts** โ surfaces deals with no activity in 14+ days
- **Lead qualification** โ AI-scores inbound leads using BANT before they enter the pipeline
- **Outreach drafting** โ generates targeted emails for follow-ups, proposals, re-engagement, and close pushes
## Pipeline Stages
```
prospecting (5%) โ qualified (20%) โ proposal (40%) โ negotiation (70%) โ closed_won (100%)
โ 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, sarah@acme.com, 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:
```bash
python3 scripts/sales_pipeline_agent.py
```
Or pass a one-shot task:
```bash
python3 scripts/sales_pipeline_agent.py "Give me a pipeline summary"
```
## Tools Available to the Agent
- `add_deal` โ add a new deal to the pipeline
- `list_deals` โ list deals, filter by stage, value, close date, or staleness
- `get_deal` โ get full details for a specific deal
- `update_deal` โ update stage, value, close date, notes, or next action
- `log_activity` โ log a call, email, meeting, demo, or other touch
- `pipeline_summary` โ full pipeline overview with forecast and alerts
- `draft_outreach` โ AI-drafted email for follow-up, proposal, re-engage, close push
- `qualify_lead` โ AI-scored BANT qualification for inbound leads
- `delete_deal` โ 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` โ BANT, MEDDIC, and pipeline management best practices
- `references/outreach_templates.md` โ email templates by stage and situation
don't have the plugin yet? install it then click "run inline in claude" again.