Convert — Features — FirstQuadrant

Convert

Autonomous pipeline management

FirstQuadrant manages your entire sales pipeline and helps you to convert deals faster

Unified sales intelligence

Consolidate all your sales conversations in one place, where FirstQuadrant analyzes, reasons, and recommends the next best actions for your approval.

The image shows a CRM dashboard with a dark interface displaying a list of contacts organized in columns. Each row shows a contact name, their company, an action item (such as Answer pricing question or Schedule call), and a colored status tag (like Question, Note, Nurturing, Negative, Out-of-office, or Positive).

Smart mailbox syncing

FirstQuadrant selectively syncs only sales-relevant emails, ignoring non-essential messages to ensure a streamlined workflow.

Team-play

FirstQuadrant enables seamless collaboration, allowing all team members to work together on deals and action items in real time.

Ready for approval

FirstQuadrant autonomously prepares all sales-relevant actions, allowing users to simply review and approve them for execution.

Self-managed sales pipeline

FirstQuadrant autonomously tracks, follows up and responds to inquiries while automatically updating sales records — ensuring seamless pipeline progression without anything slipping through the cracks.

Creates deals autonomously

FirstQuadrant auto-generates deals and assigns them to the right pipeline and stage based on prospect data.

Deal details in dark interface showing sales opportunity for Brex. Status is Open in blue button. Lists Default pipeline as assigned pipeline, Discovery call as current stage, deal name Brex, and deal value $12,000.00.

Auto-updates records

FirstQuadrant automatically updates contact, company, and deal records based on the latest available information.

Timeline view showing deal progress with two events connected by a vertical line. First event: A new deal was created for GitLab in the pipeline Default pipeline. Second event: Deal stage updated from discovery to demo call. Both events are marked with blue diamond-shaped icons.

Next-best deal action

FirstQuadrant consistently recommends the most effective next step, ensuring smooth and strategic sales progression.

Screenshot of a sales automation interface showing a DoorDash deal in the Default pipeline. It displays two message threads to Tony: the first is a confirmed reply saying Great, Tony! Feel free to grab a time that works better for you! Looking forward to our chat next week! with an Approve button. Below that is a follow-up message scheduled to send after 3 days that reads Hey Tony, Just making sure you've seen my previous email. Feel free to pick a slot for our chat via my Calendly. Talk soon! — Luke

Customizable pipeline

FirstQuadrant adapts to your sales process, allowing you to create custom pipelines, stages, and goals tailored to your workflow.

Fine-tuned AI

Users can adjust FirstQuadrant’s AI reasoning and suggested actions to align perfectly with their sales strategy.

Personalized email writing

FirstQuadrant can be fine-tuned to match your unique writing style, ensuring all emails feel natural and on-brand.

Integrates with all your sales tools

FirstQuadrant integrates effortlessly with your existing sales apps, enabling a unified workflow and ensuring smooth management of conversations across multiple platforms.

Start conversations with Outreach.io, then let FirstQuadrant create deals and manage ongoing interactions.

Use Clay.com to generate targeted audiences, then let FirstQuadrant manage and nurture conversations.

Launch cold email campaigns with Instantly, while FirstQuadrant replies and converts prospects.

Use Smartlead for outbound campaigns, then let FirstQuadrant qualify leads and progress deals.

Capture website visitor data with Warmly, then let FirstQuadrant engage prospects with outreach.

Initiate sales sequences with Salesloft, while FirstQuadrant follows up and maintains momentum.