Plataforma
Un sistema.
Cada motion.
Cada rol.
Notapipe conecta el ciclo completo - desde calificacion de lead hasta factura electronica - sin reemplazar lo que ya funciona. El proceso es el producto.
Motions
Your process, not a generic pipeline. Run Outbound, Inbound, Fulfillment, and Renewal in parallel — each with its own logic, team, and metrics.
Sales motions →Workers
31 units of execution intelligence across 9 categories. Encodes the patterns your best reps already use — available to everyone on the team.
Explore workers →Role-Aware
The interface adapts dynamically to who you are, where you are in the process, and what you're doing. No manual configuration per user.
Role-aware UI →AI Mentors
Domain expertise layered on top of the AI. Real benchmarks, validated criteria, and practitioner knowledge — not generic model responses.
AI Mentors →B2B · B2B2C · Distribution
From deal to delivery.
One system.
Your sales team lives in the CRM. Your warehouse, in the ERP. Your customer, calling.
Notapipe closes that cycle — connecting the sale, the operation, and the invoice without replacing what already works.
Already running with distributors in Chile.
Opportunity
Rep qualifies lead, assigns correct motion, logs activities
Quote
Product catalog, bundles, public link for client review and confirmation
Confirmed order
Deal moves automatically to Fulfillment motion — no manual re-entry
Preparation
Warehouse console: what to prepare, checklist, status visible to all
Dispatch
Dispatch control integrated with Routal, customer notified automatically
Electronic invoice
Generated directly at SII via Kame, Bsale, or Softland
Customer portal
Client accesses orders, invoices and history via magic link
Each stage is a motion. Each transition is configurable. Each person sees only what they need.
Motions
Your best reps have a method. Motions make it transferable.
Most CRMs have one pipeline. If you sell differently to different segments — or if your operation has a post-sale stage — you're forced to hack the system. Notapipe designs that from the start.
Visual canvas
Drag-and-drop process design with stage types: trigger, deal, document, task
Parallel motions
Run Outbound, Inbound, Fulfillment, and Renewal simultaneously
Decision nodes
Branching logic, internal notes, and document references built into the flow
Draft / Published
Version and test before launching — safe iteration on live operations
Motion transitions
Configurable handoffs between motions: Outbound → Fulfillment → Renewal
Buyer personas
Personas scoped per motion — different ICP for different sales contexts
CRM
A CRM that knows where you are in the deal.
Contacts, companies, deals — but each object lives inside the context of the motion. A deal isn't just a record; it's a position in a process with history, contracts, and next actions.
My Deals
Cross-motion view — all active deals for the rep in one place, regardless of motion
Pipeline kanban
Drag-and-drop between stages with deal context always visible
Activity log
Calls, meetings, demos, proposals — with duration and deal linkage
Quotes
Product lines, discounts, states, and public share link for client confirmation
Product catalog
Products and bundles with configurable pricing and discount rules
HubSpot import
Relational import: companies → contacts → deals → activities, with stage mapping
Performance
War Room.
Not a dashboard.
Knowing isn't enough. You need to know what to do. The War Room gives leaders real-time visibility with the context to act.
Revenue chart
Real-time revenue by period: week, month, quarter. Filters by rep, motion, stage.
Vitals Grid
Key team metrics at a glance — one number, one status, one action.
Rep Cards
Skill radar: prospecting, discovery, demo, negotiation, close, follow-up
Quotas
Quotas per rep with real-time progress. Weekly, monthly, quarterly, annual.
Ramping Programs
Structured phases with % quota per phase. Track exactly where each new rep stands.
Achievements
Auto-unlock based on real metrics. Motivation without micromanagement.
Sales Timeline
The CRM doesn't care about time.
We do.
Not to track or micromanage — to understand when something happened, why, and what decisions were made at that point.
Peaks & annotations
Every view shows its history as a bar chart on the timeline. Annotate any point — those marks are cross-platform context the AI reads alongside the data, not instead of it.
Forecast mode
Drag the scrubber past today and every view enters forecast. Linear projection as baseline. AI-assisted forecast layered on top, using benchmarks and the patterns of your own operation.
AI Assisted forecast
Not a formula. The AI uses your historical conversion rates, seasonal patterns, and AI Mentor benchmarks to show how the next week or month is likely to behave — in real time, in every view.
Built into every view
Managers don't request reports. The timeline is in Execute, Measure, War Room. The same scrubber, the same forecast, always available. No export, no waiting.
GTM Engineering
Map the operation once.
Run it forever.
Built for the person who actually configures the CRM. Every integration, automation, and enforcement mechanism — all in one place.
GTM Engineer view →Integrations vault
Encrypted credential storage (Supabase Vault). Tokens never in plain text. Automatic refresh.
Automations
Trigger → conditions (AND/OR) → actions. Email, Slack webhook, deal transitions. Expandable logs with replay.
API & Webhooks
API keys with defined scopes and SHA-256 hash. Webhook endpoints with HMAC secret. Docs with JS, Python, cURL examples.
LLM Config
Configure your own LLM provider per organization. Used by AI workers: qualifier, buyer persona, objection handler.
Role inspector
See the layout, policies and capabilities of any profile. Understand exactly what each person can and cannot do.
Multi-tenant
Multiple organizations, multiple projects. Custom business roles. Full team management and invitations.
Connectors
Migration
Your history. In Notapipe.
In hours, not months.
The biggest friction of changing CRMs isn't the new system — it's the accumulated history. Notapipe eliminates that friction.
Full relational import: companies → contacts → deals → activities, with stage-to-motion mapping. No data loss, no double entry period.
AI detects and maps columns automatically. Import any historical data without manual field mapping.
Continuous sync. Keep using Sheets as a source of truth while transitioning to Notapipe.
By role
Sales Leader
Design the process. Transfer it. Measure it.
- — Motion Builder
- — Role-Aware Views + View As
- — War Room & Quotas
- — Ramping Programs
- — Coaching workers
Rep
A cockpit adapted to your moment.
- — My Deals — Closing or Ramping Cockpit
- — CRM + Pipeline + Activities
- — Quotes and products
- — Achievements
GTM Engineer
Map, connect, automate.
- — Motion Builder + Workers
- — Automations
- — Integrations + Vault
- — API & Webhooks
- — LLM Config
Executive
Vision without noise.
- — Executive overview
- — War Room + Sales Performance
- — Real-time quotas
- — Multi-motion overview
Operations
From order to dispatch to invoice.
- — Customer Portal
- — Dispatch Control
- — Routal (routing)
- — Kame / Bsale / Softland
- — Warehouse Console
Everyone
The right interface for the right person.
- — Role-aware layouts
- — Context-aware workers
- — Stage contracts
- — No noise, no missing context
Tu sales motion es tu moat. No dejes que se pierda en el ruido.