Run every client's outreach from one inbox and one pipeline.
Sender accounts, conversations, pipelines and client reports in one system, so the team spends the day replying instead of logging in.
What it has done.
13,900+
leads in one classified CRM
Across four client accounts, Telegram chats and X discovery feed one pipeline. The first workflow was live within a week.
The same day, twice.
By hand today
- 8:30 am
Someone logs in to each sender account in turn to check what came in overnight.
- 10:00 am
A prospect who asked for pricing yesterday afternoon turns up in the fourth account checked. Still unanswered.
- 1:00 pm
A sender account has been restricted since morning. Nobody knows until its replies stop.
- 4:30 pm
A client asks how the week is going. The account manager starts collecting screenshots.
- 6:00 pm
End-of-day reports get typed by hand, one client at a time.
With Keystone OS
- 8:30 am
The needs reply queue shows who is waiting and why, across every account, newest first.
- 10:00 am
The pricing question is answered from one inbox, as the account it came in on, and the deal stage is set in place.
- 1:00 pm
The restricted account sits at the top of account health. The team rests it and checks the others.
- 4:30 pm
The client checks the portal and approves the leads waiting for them. No screenshots.
- 6:00 pm
Each client's report builds after its cutoff, with a written summary, and posts to their channel.
The screens it runs on.
Live previews with invented demo data. Features with their own page are linked below.
DM inbox
6 sender accounts · 23 unread
Pipeline
Fieldline Robotics · 12 open deals · $743,495 weighted
Overview
Last 30 days · updated 6 minutes ago
- DM inbox
- Sales pipeline
- Client portal
- Needs reply and went quiet
- End-of-day report
- Account health
What we would automate first.
One inbox that classifies every reply
Replies scattered across sender accounts cost the most, because a ready prospect waits while someone logs in. We would bring every account into one inbox and classify each message as it lands. The pipeline, the daily reports and the client portal all read from that same record, so they follow on without new data entry.
