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CRM Dashboard

🤝 Sales & CRM

Live CRM command center. Surfaces pipeline health, deal velocity, rep activity, and at-risk accounts from HubSpot or Salesforce in one visual dashboard.

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crm hubspot salesforce pipeline deal-velocity sales-ops

How to deploy this agent

  1. 1

    Open in Studio

    Click "Deploy This Agent Free" to open the template in Shogo Studio.

  2. 2

    Connect your tools

    Authorize HubSpot, Salesforce, and more via one-click OAuth — no API keys needed.

  3. 3

    Configure the agent

    Set your preferences in plain English — who to notify, what schedule to run on, which data to include.

  4. 4

    Deploy and run

    Your agent goes live immediately. It runs on the schedule you set and delivers results without any manual triggering.

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