Sales pipeline · Ready to use

PipelineForge

Score and prioritize sales pipelines for SMBs — continuous analysis of leads and opportunities, ranked work lists for reps, at-risk deal flags, CRM stage suggestions, and pipeline health insights with human oversight.

▸ Crew: Scorer · Prioritizer · Risk · CRM mapper · Insights
▸ Configurable scoring weights + playbook memory
▸ HubSpot · Salesforce · local JSON/CSV · HITL CRM writes

FastAPI Scoring CRM Usage tracking

1. Score

Fit, engagement, behavior, and urgency signals.

2. Prioritize

Daily or weekly ranked lists for each rep.

3. Flag risk

Stale and at-risk deals with recovery actions.

4. CRM

Stage, task, and note updates with HITL.

5. Health

Pipeline health score and coaching notes.

Deploy on this machine

Code: agents/pipeline-forge · Guide: agents/pipeline-forge/README.md

cd agents/pipeline-forge
python -m venv .venv
.\.venv\Scripts\Activate.ps1
pip install -r requirements.txt
copy .env.example .env
python scripts/smoke_test.py
python -m src.cli serve

Scoring: edit config.yaml → scoring. Sample data: samples/pipeline.json.

Safety: CRM stage/task writes require human approval by default (HITL queue in the dashboard).

Embed code

<iframe
  src="https://YOUR_PIPELINEFORGE_HOST/static/dashboard/index.html"
  title="PipelineForge"
  style="width:100%;min-height:800px;border:1px solid #1e2a3a;border-radius:12px;">
</iframe>

<script
  src="https://YOUR_PIPELINEFORGE_HOST/static/widget/embed.js"
  data-api="https://YOUR_PIPELINEFORGE_HOST"
  async>
</script>

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