Automated Deal Management
Automated Deal Management
Automated Deal Management
Skarbe automates your pipeline updates so you can focus on selling.
Stop wasting hours on CRM data entry – Skarbe automatically syncs every note, call outcome, and deal progress in real time, dramatically boosting sales efficiency.
Skarbe automates your pipeline updates so you can focus on selling.
Stop wasting hours on CRM data entry – Skarbe automatically syncs every note, call outcome, and deal progress in real time, dramatically boosting sales efficiency.
No credit card required
No credit card required
No credit card required
Problem
The Pain Points of Manual Deal Tracking
The Pain Points of Manual Deal Tracking
Updating CRM records by hand is a frustrating time sink for sales teams. Key challenges include:
Updating CRM records by hand is a frustrating time sink for sales teams. Key challenges include:
Time Wasted on Data Entry
Time Wasted on Data Entry
Sales reps spend too much time logging activities instead of selling. Nearly one-third of reps spend over an hour every day just entering data into CRMs – valuable time that could be spent closing deals.
Sales reps spend too much time logging activities instead of selling. Nearly one-third of reps spend over an hour every day just entering data into CRMs – valuable time that could be spent closing deals.
Reluctance to Update CRM
Reluctance to Update CRM
Because manual updates are tedious, reps often delay or skip them. They might leave fields blank or neglect to add notes when pressed for time. This inconsistency leads to incomplete, outdated deal records.
Because manual updates are tedious, reps often delay or skip them. They might leave fields blank or neglect to add notes when pressed for time. This inconsistency leads to incomplete, outdated deal records.
Missed Follow-Ups & Lost Deals
A poorly maintained pipeline means tasks fall through the cracks. When contact attempts and next steps aren’t logged, reps can forget critical follow-ups. Missed follow-ups are a common cause of lost revenue opportunities – prospects go cold or choose competitors because no one followed up. In short, deals slip away due to neglect.
A poorly maintained pipeline means tasks fall through the cracks. When contact attempts and next steps aren’t logged, reps can forget critical follow-ups. Missed follow-ups are a common cause of lost revenue opportunities – prospects go cold or choose competitors because no one followed up. In short, deals slip away due to neglect.
Inaccurate Revenue Forecasting
Incomplete data makes it impossible to forecast sales reliably. If the pipeline in the CRM doesn’t reflect reality, sales leaders are guessing at best. Dirty or missing CRM data turns pipeline reviews into a mess, and managers can’t accurately assess deal status. The result? Unpleasant surprises at quarter-end when expected deals haven’t actually moved forward.
Incomplete data makes it impossible to forecast sales reliably. If the pipeline in the CRM doesn’t reflect reality, sales leaders are guessing at best. Dirty or missing CRM data turns pipeline reviews into a mess, and managers can’t accurately assess deal status. The result? Unpleasant surprises at quarter-end when expected deals haven’t actually moved forward.
Sales reps spend too much time logging activities instead of selling. Nearly one-third of reps spend over an hour every day just entering data into CRMs – valuable time that could be spent closing deals.
Solution
How Skarbe Fixes These Problems
How Skarbe Fixes These Problems
Skarbe’s Automated Deal Management eliminates manual updates by logging everything for you.
Every call, meeting, and email outcome is captured and synced with data from your CRM without the rep lifting a finger. How it works is simple: after a sales interaction, Skarbe instantly records notes, outcomes, and pipeline changes to the correct deal record.
Instead of your team spending time typing up notes or updating stages, Skarbe does it automatically in the background. Skarbe is a command center where every deal is already up to date – as if the deals updated themselves. This means: no more forgotten updates, no more end-of-week data-entry marathons, and no more guessing where a deal stands. Skarbe keeps your sales process continuously refreshed so you always know the real status of each opportunity in real time. In short, Skarbe turns manual deal tracking into a seamless, hands-off experience.
Skarbe’s Automated Deal Management eliminates manual updates by logging everything for you.
Every call, meeting, and email outcome is captured and synced with data from your CRM without the rep lifting a finger. How it works is simple: after a sales interaction, Skarbe instantly records notes, outcomes, and pipeline changes to the correct deal record.
Instead of your team spending time typing up notes or updating stages, Skarbe does it automatically in the background. Skarbe is a command center where every deal is already up to date – as if the deals updated themselves. This means: no more forgotten updates, no more end-of-week data-entry marathons, and no more guessing where a deal stands. Skarbe keeps your sales process continuously refreshed so you always know the real status of each opportunity in real time. In short, Skarbe turns manual deal tracking into a seamless, hands-off experience.
Skarbe’s Automated Deal Management eliminates manual updates by logging everything for you.
Every call, meeting, and email outcome is captured and synced with data from your CRM without the rep lifting a finger. How it works is simple: after a sales interaction, Skarbe instantly records notes, outcomes, and pipeline changes to the correct deal record.
Instead of your team spending time typing up notes or updating stages, Skarbe does it automatically in the background. Skarbe is a command center where every deal is already up to date – as if the deals updated themselves. This means: no more forgotten updates, no more end-of-week data-entry marathons, and no more guessing where a deal stands. Skarbe keeps your sales process continuously refreshed so you always know the real status of each opportunity in real time. In short, Skarbe turns manual deal tracking into a seamless, hands-off experience.
Key Features
From Automation to Outcomes
From Automation to Outcomes
From Automation to Outcomes
With Skarbe handling the heavy lifting of deal updates, sales teams see immediate benefits
With Skarbe handling the heavy lifting of deal updates, sales teams see immediate benefits
Zero Manual Data Entry
Zero Manual Data Entry
Stop inputting data altogether. Skarbe automatically logs every call outcome, meeting note, and email touchpoints and CRM updates into your smart deal timeline.
Reps spend zero time on CRM admin work/ notes because every detail (from new contacts to next steps) is captured for them. No more “do it twice” (selling, then documenting); Skarbe documents as you sell.
Stop inputting data altogether. Skarbe automatically logs every call outcome, meeting note, and email touchpoints and CRM updates into your smart deal timeline.
Reps spend zero time on CRM admin work/ notes because every detail (from new contacts to next steps) is captured for them. No more “do it twice” (selling, then documenting); Skarbe documents as you sell.
Real-Time Deal Tracking
Real-Time Deal Tracking
Ensure pipeline accuracy instantly. Updates happen the moment something changes. Won a deal? Moved a prospect to the next stage? Skarbe syncs it immediately, so the pipeline is always current and trustworthy. Both reps and managers get up-to-the-minute visibility into where each deal stands, at any time.
Ensure pipeline accuracy instantly. Updates happen the moment something changes. Won a deal? Moved a prospect to the next stage? Skarbe syncs it immediately, so the pipeline is always current and trustworthy. Both reps and managers get up-to-the-minute visibility into where each deal stands, at any time.
Better Sales Forecasting
Better Sales Forecasting
No more guesswork on deal status. When every deal is kept accurate in real time, sales leaders can forecast with confidence. Skarbe’s complete, current data means your sales forecasts are always rooted in reality, eliminating last-minute scrambles to verify pipeline info. The team can rely on Skarbe, leading to more precise revenue projections and fewer surprises.
No more guesswork on deal status. When every deal is kept accurate in real time, sales leaders can forecast with confidence. Skarbe’s complete, current data means your sales forecasts are always rooted in reality, eliminating last-minute scrambles to verify pipeline info. The team can rely on Skarbe, leading to more precise revenue projections and fewer surprises.
Seamless CRM Integration
Seamless CRM Integration
Works with your existing sales stack. Skarbe integrates directly with your CRM (with more integrations coming soon), so automated updates flow from the systems you already use. This tight integration keeps everything in one place, preventing the disconnected data and inefficient workflows that happen with clunky add-ons. It feels like a natural extension of your CRM.
Works with your existing sales stack. Skarbe integrates directly with your CRM (with more integrations coming soon), so automated updates flow from the systems you already use. This tight integration keeps everything in one place, preventing the disconnected data and inefficient workflows that happen with clunky add-ons. It feels like a natural extension of your CRM.
Each of these benefits drives the same outcome: a more efficient sales process. Reps can devote their energy to selling, managers get accurate data to coach and forecast, and the business sees more consistent results.
Each of these benefits drives the same outcome: a more efficient sales process. Reps can devote their energy to selling, managers get accurate data to coach and forecast, and the business sees more consistent results.
Real-World Use Cases
Skarbe in Action
Skarbe in Action
Skarbe in Action
Here’s how sales teams are using Automated Deal Management to save time and win more deals
Use Case 1
Sales Reps Reclaim Hours Every Week
Sales Reps Reclaim Hours Every Week
One mid-market sales team found that each rep was spending about 5 hours a week updating CRM records. Those are hours not spent calling customers. After implementing Skarbe, those admin hours vanished – the reps now see their call notes and deal updates captured automatically.
For example, instead of logging an hour-long discovery call, the rep simply sells and hangs up. Skarbe transcribes key notes and updates the deal status instantly.
One mid-market sales team found that each rep was spending about 5 hours a week updating CRM records. Those are hours not spent calling customers. After implementing Skarbe, those admin hours vanished – the reps now see their call notes and deal updates captured automatically.
For example, instead of logging an hour-long discovery call, the rep simply sells and hangs up. Skarbe transcribes key notes and updates the deal status instantly.
Over a week, that easily saves 5+ hours of busywork for the rep, which she now uses to schedule extra demos and follow up with more leads. The result is higher productivity (and a happier rep who isn’t stuck doing data entry).
Over a week, that easily saves 5+ hours of busywork for the rep, which she now uses to schedule extra demos and follow up with more leads. The result is higher productivity (and a happier rep who isn’t stuck doing data entry).
Over a week, that easily saves 5+ hours of busywork for the rep, which she now uses to schedule extra demos and follow up with more leads. The result is higher productivity (and a happier rep who isn’t stuck doing data entry).
Over a week, that easily saves 5+ hours of busywork for the rep, which she now uses to schedule extra demos and follow up with more leads. The result is higher productivity (and a happier rep who isn’t stuck doing data entry).
Use Case 2
Managers Get 100% Accurate Pipelines – At XYZ Corp
Managers Get 100% Accurate Pipelines – At XYZ Corp
At XYZ Corp, sales managers struggled with pipeline reviews because data was always out of date. Reps would forget to update close dates or move stalled deals out of the pipeline, making every forecast call a painful guessing game. After adopting Skarbe, pipeline hygiene improved dramatically.
Every deal update is reflected in real time – if a rep finishes a call and schedules a follow-up meeting, that activity is logged on the deal immediately. The sales manager can now open Skarbe and trust what she sees.
Pipeline review meetings went from chaotic to concise, because the data is correct. With a live, up-to-date pipeline, the manager easily identifies which deals need attention and can forecast the quarter without digging for information.
At XYZ Corp, sales managers struggled with pipeline reviews because data was always out of date. Reps would forget to update close dates or move stalled deals out of the pipeline, making every forecast call a painful guessing game. After adopting Skarbe, pipeline hygiene improved dramatically.
Every deal update is reflected in real time – if a rep finishes a call and schedules a follow-up meeting, that activity is logged on the deal immediately. The sales manager can now open Skarbe and trust what she sees.
Pipeline review meetings went from chaotic to concise, because the data is correct. With a live, up-to-date pipeline, the manager easily identifies which deals need attention and can forecast the quarter without digging for information.
In short, Skarbe gave management total visibility into the team’s deals at all times.
In short, Skarbe gave management total visibility into the team’s deals at all times.
In short, Skarbe gave management total visibility into the team’s deals at all times.
In short, Skarbe gave management total visibility into the team’s deals at all times.
Use Case 3
No Deals Slip Through the Cracks
No Deals Slip Through the Cracks
A growing startup, ABC Inc., noticed that promising leads were falling off the radar due to missed follow-ups. Reps weren’t consistently logging outreach and next steps, so some leads got forgotten. Since deploying Skarbe, every interaction is tracked and follow-up tasks are recorded without fail. For instance, when a rep finishes a call, Skarbe captures the outcome (say, “prospect asked for a proposal next week”) and suggest a task on the Home page. This means the rep and their manager won’t overlook it – Skarbe will show that next step clearly. As a result, ABC Inc. saw a sharp drop in missed follow-ups and lost deals because nothing gets lost in translation now.
A growing startup, ABC Inc., noticed that promising leads were falling off the radar due to missed follow-ups. Reps weren’t consistently logging outreach and next steps, so some leads got forgotten. Since deploying Skarbe, every interaction is tracked and follow-up tasks are recorded without fail. For instance, when a rep finishes a call, Skarbe captures the outcome (say, “prospect asked for a proposal next week”) and suggest a task on the Home page. This means the rep and their manager won’t overlook it – Skarbe will show that next step clearly. As a result, ABC Inc. saw a sharp drop in missed follow-ups and lost deals because nothing gets lost in translation now.
Opportunities are nurtured consistently, and the team closes a higher percentage of their pipeline. In the words of the sales VP: “Skarbe ensures we never miss a beat with our prospects.”
Opportunities are nurtured consistently, and the team closes a higher percentage of their pipeline. In the words of the sales VP: “Skarbe ensures we never miss a beat with our prospects.”
Opportunities are nurtured consistently, and the team closes a higher percentage of their pipeline. In the words of the sales VP: “Skarbe ensures we never miss a beat with our prospects.”
Opportunities are nurtured consistently, and the team closes a higher percentage of their pipeline. In the words of the sales VP: “Skarbe ensures we never miss a beat with our prospects.”
What our customers say
What our customers say
Join the growing number of small businesses who have ditched spreadsheets and outdated databases for intelligent enrichment.
Sales teams from dozens of startups and SMBs trust Skarbe to keep their data fresh and fuel their growth. Here’s what a few of them have to say:
Join the growing number of small businesses who have ditched spreadsheets and outdated databases for intelligent enrichment.
Sales teams from dozens of startups and SMBs trust Skarbe to keep their data fresh and fuel their growth. Here’s what a few of them have to say:
Join the growing number of small businesses who have ditched spreadsheets and outdated databases for intelligent enrichment.
Sales teams from dozens of startups and SMBs trust Skarbe to keep their data fresh and fuel their growth. Here’s what a few of them have to say:
“Great sales tool! Meetings, search through old recordings, or go through all the notes in the CRM. We can easily and quickly get up-to-date summaries for each client, understand the next steps in communication, and even receive a draft email right away."
“Great sales tool! Meetings, search through old recordings, or go through all the notes in the CRM. We can easily and quickly get up-to-date summaries for each client, understand the next steps in communication, and even receive a draft email right away."
“Great sales tool! Meetings, search through old recordings, or go through all the notes in the CRM. We can easily and quickly get up-to-date summaries for each client, understand the next steps in communication, and even receive a draft email right away."
Natallia Drogolchuk
Co-Founder & CEO of Elatra
Co-Founder & CEO of Elatra
Ready to Eliminate Manual Deal Work?
Ready to Eliminate Manual Deal Work?
Skarbe’s Automated Deal Management lets your sales team sell more and admin less. When your deal updates itself, reps can focus on building relationships and closing – without worrying about data entry. The result is a happier, more productive team and a healthier pipeline.
Take the next step to boost your sales efficiency. Start Free with Skarbe today and see the difference, or Talk to Sales to learn how Skarbe can fit your organization. Don’t let manual CRM updates hold your team back – try Skarbe and watch your deals move forward, automatically.
Skarbe’s Automated Deal Management lets your sales team sell more and admin less. When your deal updates itself, reps can focus on building relationships and closing – without worrying about data entry. The result is a happier, more productive team and a healthier pipeline.
Take the next step to boost your sales efficiency. Start Free with Skarbe today and see the difference, or Talk to Sales to learn how Skarbe can fit your organization. Don’t let manual CRM updates hold your team back – try Skarbe and watch your deals move forward, automatically.
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved
Your Personal Sales Engine
Copyright © 2025 Skarbe Inc. All Rights Reserved