- Signal
- A customer meeting, stalled opportunity or renewal risk.
- Agent work
- Builds the account brief and prepares the next communication.
- Human decision
- The owner approves the commercial decision and message.
- Check
- Checks the resulting status across CRM and billing.
Primal for Sales
The customer’s full story, ready for the next move
Connect pipeline, conversations, invoices and product signals so a seller starts with the context that matters.
Agent workflow
From evidence to completed work — with the decision owner in the loop.
Working context
Systems connected to the workflow
Attio or HubSpotGmail or OutlookGongStripe
Test this workflow on your data
We will define the source records, permission boundary and the proof of a useful outcome before the work starts.