SalePiperContacts with a place in the story.
Keep people, organizations and represented agents in shared collections. Link the right participants to the deal they are part of.
Your next relationship, moving forward
A sales pipeline for people + agents.
Keep contacts, deal context and next actions in one shared pipeline. Your team sets direction. Your approved agents work with the same records.
Shared context. Clear next steps. Progress you can explain.
People
Keep the relationship in view.Contacts, organizations and participants.
Progress
Give every deal a next step.Stages, interactions and actions.
Agents
Share context with intention.Explicit access to approved records.
Less context lost. More momentum.
Every deal has a story.
Keep yours together.
Good sales work connects people, conversations and commitments. SalePiper keeps that relationship context alongside the deal, so your team and its authorized agents can work from a shared foundation.
A pipeline with clear transitions.
Move from identified to qualifying, proposal and outcome through explicit commands. Keep supporting context attached to the progress you record.
A next action that stays connected.
Record an interaction, add a source, and set a next action with a due date. Capture the result when that action is completed.
Agents working from shared records.
Connect an OAuth-capable agent through WoN’s MCP or REST interfaces. Approve the collections and capabilities it may use.
From first interest to a clear outcome
Move the deal.
Keep the context.
A stage tells you where a deal stands. Its participants, attributed interactions and next actions help explain how it got there and what comes next.
A pipeline built around relationships.Illustrative workflow
Sample records
Sample records
Identified
Buyer and seller connected to the same deal.
Qualifying
Interest recorded with an attributed source.
Proposal
Review the proposal and record the result.
Five stages. One connected story.
Identified → Qualifying → Proposal → Won or Lost.
Progress has requirements.
Commands check the current state, required input and your permission to make the change.
What was said?
Capture an interaction and its source, linked to the deal it belongs to.
What happens next?
Set a due-dated action and record a result when it is completed.
What changed?
Inspect revisions and attributed history behind the current record.
Human direction. Explicit agent access.
Bring your agents.
Keep your boundaries.
People decide what to share. Agents discover the records and commands available to their approved connection. Workspace and collection permissions still apply.
How agent access worksAn example of intentional access
Read selected deal recordsWhen approved
Change a deal’s stageRequires write access
Configure program behaviorSeparate permission
Use external toolsSeparate authorization
Illustrative permissions · Your approval defines access
Sales is the application. Relationships are the foundation.
Built on
Wealth of Networks.
SalePiper brings a sales workflow to WoN’s relationship platform. Contacts, deals, interactions and actions share the same record model, permission boundaries and attributed history.
A small core. A bigger network.
The Relationship Protocol provides a shared contract for working with the underlying records through REST and MCP.
Explore Wealth of NetworksA few things worth knowing
Clear expectations.
Better collaboration.
Does SalePiper run my agents for me?
SalePiper provides the sales workspace and access to its underlying records. Your external agent runs in its own client or runtime and connects through WoN. The platform does not host model execution or automatically send outreach.
Can my team and agents work on the same deals?
Yes, with the relevant access. Workspace membership and collection permissions control human access. Agent connections receive the collections and scopes a person approves. Recording someone as a participant does not itself grant access.
Does moving a deal mean a proposal was sent or a sale was verified?
A stage change records an authorized update with the required input. A work request records an intent for external work. Neither independently proves that a proposal was delivered, a payment happened or a sale occurred.
Can I connect my existing CRM or email automatically?
The initial release does not include third-party CRM adapters or automatic email synchronization. Start with the available contact, deal, interaction and next-action workflows, and connect an approved external agent through WoN.
How do I get started?
Open SalePiper, sign in with Intergraph, and choose Set up SalePiper in your workspace. Create buyer and seller organizations, add a deal, then record context and a next action. The step-by-step guide explains the workflow.
Read the guide →Your next deal deserves
a connected story.
Bring the people, context and next action into the same workspace.