You ask
“Which deals need my attention this week?”
- primover uses
- CRM, check-in
- Done afterwards
- Stalled deals spotted, check-in sent to the owner, follow-up card on the board
For sales
Your pipeline in motion.
Your pipeline moves – or it doesn’t. primover makes sure your AI notices before you have to ask – for CROs, CSOs and sales leaders.
“Which deals need my attention this week?”
Done afterwards
Stalled deals spotted, check-in sent to the owner, follow-up card on the board
Sales
Before and after
Before: by hand
- Export the pipeline report from the CRM
- Sort deals by stage in a spreadsheet
- Dig out the notes from the last round
- Chase open points by email
Preparation that is mostly copying.
Now: through the MCP server
You ask
“Prepare Monday’s pipeline review.”
Your AI
Claude, ChatGPT or Copilot
MCP server primover
primover
- checks your permissions
- reads and writes only what is allowed
- logs every action
reads
- CRM: deals by stage and owner
- Reports: movement since last week
- Notes from the last round
gets done
- Review note in notes
- Follow-up cards on the sales board
Result
Review note with pipeline by stage, risks and open points from the last round.
CRO / CSO
For CROs and CSOs
Stalled deals, a forecast that shifts, Monday’s pipeline review: your AI reads the CRM, reports and notes and hands you the result, with the deals behind it.
You ask
“Why does the forecast differ from last week?”
- primover uses
- Reports, CRM history
- Done afterwards
- Movements per deal, stage and owner, biggest drivers first
You ask
“Prepare Monday’s pipeline review.”
- primover uses
- CRM, reports, notes
- Done afterwards
- Review note with pipeline by stage, risks and open items from the last round
Sales leaders
For sales leaders
Less time in the CRM, more time with your team and your customers.
You ask
“Prepare my 1:1 with Anna.”
- primover uses
- CRM, OKRs, notes
- Done afterwards
- Her deals, activities, goals and the open items from last time on one page
You ask
“What do I need to know before the meeting with this company?”
- primover uses
- CRM, notes, wiki
- Done afterwards
- Briefing: history, contacts, open proposals, the matching battlecard
You ask
“Create follow-up tasks for all proposals without a reply.”
- primover uses
- CRM, boards
- Done afterwards
- Cards created, assigned, with a due date, marked as an AI action
Examples
This is what a Monday morning with primover looks like.
Three fictional companies from manufacturing, software and professional services show what a working day with primover can look like. They are not customers.
ExampleManufacturing
Nordhagen Antriebstechnik
- around 400 employees
- Sales in three regions, two trade fairs a year
- CRM: HubSpot
Gearboxes and drives for conveyor technology, sold to plant manufacturers.
Fictional company for illustration.
See their Monday morningExampleSoftware
Quellbit Software
- around 120 employees
- Direct and partner sales, inside sales and field sales
- CRM: Salesforce
Warehouse management software, sold directly and through partners.
Fictional company for illustration.
See their Monday morningExampleProfessional services
Kessler & Rauh Beratung
- around 60 employees
- Partners sell themselves
- CRM: their own CRM
Management consultancy for procurement and supply chain; the partners sell themselves.
Fictional company for illustration.
See their Monday morningWaitlist
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