🚧Marv, Quill, Scout & Rosa are coming soon— Penny is live today.Meet Penny
← THE SQUAD · №003 — PIPELINE & CRM

A CRM that fills itself in

Marv keeps contacts, companies, deals, and tasks current from what actually happens in your meetings and inbox. No Friday-afternoon data entry. No "who was that again?"

✓Deals move stages based on what was actually said
✓Import CSV, or sync HubSpot, Salesforce, Pipedrive, GoHighLevel
✓At-risk deals flagged with a suggested next step
Start free with Penny

Penny is live today — 3 free meetings, no card. This bot is coming soon in the app.

The pipeline stays honest, even when everyone's busy

Every card below was updated by a bot, not a person. Penny's transcripts move deals, Quill's sends get logged, Rosa's flags show up in red. The CRM is the squad's shared memory — and it's always current.

PIPELINE — AUGUST · $84,200 OPEN
QUALIFIED · 4
Northline Supply
$12,400 · Scout scored 86
Brightpath
$6,800 · new this week
PROPOSAL · 3
Hendricks Estate
$28,000 · Quill drafted ✎ · moved by Penny's recap
Keller backyard
$9,200 · sent Mon
CLOSING · 2
Acme retainer
$34,000 · verbal yes in Tue's call
Delgado renewal
Rosa: gone quiet 9 days ⚑ next step suggested

What Marv keeps current

Beyond the pipeline view itself, here's everything running quietly in the background.

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Self-updating

Deal stages move because of what was said on a call, not because someone remembered to drag a card.

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Two-way sync

Works standalone, or syncs both ways with HubSpot, Salesforce, Pipedrive, and GoHighLevel.

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Shared memory

Every bot reads and writes to the same record, so nothing gets out of sync between them.

⚑
At-risk flags

Deals going quiet get flagged automatically, with a suggested next step attached.

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Import in minutes

Bring an existing spreadsheet in as a CSV, and Marv keeps it current from there.

☑
One shared source of truth

Whoever touches a client next sees exactly what was said, without asking around first.

THE NUMBERS
0 hrs

Spent on manual data entry — every field updates itself.

“I stopped taking notes in June. Penny's recaps are better than mine ever were — and they show up before I'm back at my desk.”

Dana Whitfield
Owner, Whitfield & Co. Accounting
MARV'S CRM IS WHAT THE OTHERS READ & WRITE
Penny writes the meeting in →
Scout adds scored leads →
Rosa watches the dates →

Let Marv keep the pipeline honest.

Start free with Penny