See what needs attention across your deals.
A pipeline review should help you decide where to spend your time. Bring the deal context into your chat and ask what needs a closer look.
Start with what the deals actually show.
Your CRM may say “proposal” while the person approving the purchase is still unknown. A close date may be entered before the buyer’s decision process is clear. 3xrep helps you spot those gaps and choose a next move for each deal.
“Review my open deals. Which ones need attention, and what should I do next?”
Use the view that fits your question.
Today: prepare for the conversations and commitments in front of you.
Next 7 days: see what needs preparing before it becomes urgent.
Next 30 days: take a longer view of upcoming decisions and open questions.
A review across deals and a plan for your calendar answer different questions. Your assistant can use both when the relevant context is available.
“Look at the next 30 days. Which buyer decisions should I prepare for?”
Ask why a date or stage is uncertain.
The useful answer names the evidence and the question still open. For example: has the buyer confirmed who decides, what they need to see, and when they can make that decision?
3xrep does not turn those gaps into a made-up probability of winning. It gives you something to investigate or act on.
Keep the next review connected to the work.
When new information arrives, return to the deal in your chat. Where a stable CRM deal identifier is available, 3xrep keeps a compact record of gaps to support continuity.
Your assistant’s current context still matters. Read what 3xrep remembers.
Ready to try one deal?
Check Beta enrollment, then start in your usual AI chat.