Winsen
Walle
THE WORKSPACE · CRM

A CRM that updates itself.

Contacts, pipeline, and deals, native in Winsen, with Walle logging, moving, and flagging before you have to ask.

See it live
TL;DRWalle logs the call notes, moves the deal, and flags the account before it goes quiet.
After every meeting

Walle logs the call before you've left the room

The meeting ends and Walle has already written the recap, updated the deal stage, and queued the three follow-ups you promised, each line pinned to the moment in the transcript it came from. You don't type a single note. You read what it drafted, fix the one thing it got slightly wrong, and hit approve.

Stitch · expansion call recap
3 follow-ups queued · from Granola transcript
  • Send 2-seat expansion quote to Priya12:04
  • Loop in security on SSO question21:38
  • Book Jun 12 expansion review27:11
Approve allEdit
DiscoveryProposalstage updated

“Send us the two-seat numbers and we'll get it through this quarter.”

Priya Menon · transcript 12:04
To Priya: two-seat expansion at $210K base, quote attached — want it on the Jun 12 review?
SendEditSkip
Before you reply

The draft is already written, and it knows your last six months

A prospect emails asking about pricing and timeline. Walle has a reply drafted that pulls the exact number from your last proposal and the rollout date from the call in March, every claim footnoted to where it lives in the brain. You're not writing, you're checking its receipts and clicking Send.

Re: pricing & timeline · Lattice

The annual is $64K as quoted, and we can have you live by the March rollout date we walked through.

⧉ Proposal v3⧉ Call Mar 12
Pricing pulled from brain, not invented.
lattice.proposal · $64K · deterministicView source →
SendEditHold
Just ask

Ask the CRM a real question, get a real answer and an offer to act

Type 'which deals went quiet this month and why' and Walle answers in plain language, citing the last touch on each one. Then it doesn't just leave you there, it offers a re-engagement draft for each, ready for your yes. The answer and the next move arrive together.

which deals went quiet this month and why
4 deals went quiet:
  • Acme$148Kno reply 9demail
  • Northwind$92Kusage −41%product
  • Felicis$38Kpilot stalled 6dcall
  • Ravel$21Kdemo, no followcalendar
Draft re-engagement for all 4?Draft all
Re-engage Acme · Mira Patel

Hi Mira — ahead of the Jul 14 renewal, can we grab 20 min on where Acme's getting value since April?

⧉ acme.next_renewal · Jul 14last touch 9d
Send itEdit
New name appears

A stranger becomes a full contact while you keep scrolling

Someone new lands in your inbox or a meeting invite, and by the time you look they're already a contact with role, company, and history filled in from sourced research. Nothing fabricated, every field shows where it came from. Walle just asks you to confirm the one detail it couldn't verify.

Devon Kearns
added to Felicis · felicis.vc
  • CompanyFelicisemail domain
  • RolePrincipalweb
  • DealPilot · $38KCRM
  • Last metpilot review Jun 24calendar
  • OwnerTejas S.thread
!Title unverified — confirm Principal?
YesChange
filed automaticallyrest sourced from email + web
Monday morning

Forty-seven updates, Walle hands you the four that need a human

Over the weekend Walle enriched records, logged replies, and nudged the auto-stuff through. This morning it shows you 4 of 47 that actually need your call, the rest already filed with sources attached. You spend two minutes deciding, not an hour cleaning up.

4 of 47 need you
43 filed
  • Acme$148Krenewal save play
  • Northwind$92Kat risk · usage −41%
  • Lattice$64Kredline due Jun 18
  • Stitch$210Kexpansion quote to send
Acme stalled 9 days — send check-in?
ApproveEditSnooze
What Walle did overnight43 filed · 118 sources ▸
Right before the call

Your prep brief writes itself, and you can trust every line

Five minutes before the meeting Walle drops a one-screen brief: where the deal stands, what they last asked for, the open thread you forgot, all sourced so you can tap any line and see the email or note behind it. No digging through the timeline. Just walk in knowing.

Prep · Stitch expansion · Jun 12
with Priya Menon · in 5 min
  • Stage: expansion · health 88, up 4CRM
  • $210K base + 2 new seats evaluatingProposal v3
  • Last asked: SSO + SOC2 readinessCall Mar 12
  • Champion engaged · opened deck 3×email
!Open thread: they asked for SOC2 docs, never sent
⧉ thread · Priya · Mar 12
Draft the answer to their open question?
Send itEdit

This is CRM, inside Winsen.

Everything above, in one place. Recreated from the live product, down to the data.

Best on desktop

Experience CRM in the live demo.

It runs full-size. Drop your email and we'll send a one-click magic link to open it on your laptop.

How CRM contributes to your brain.

Pipelines, deals, and customer context live in the brain. The next AI Employee that touches an account already knows its story.

From CRM
Acme account · activity
↓ becomes a fact
acme.health54 ↓ from 78
observed96% confidence
From CRM
mo@stitch · post-call log
↓ becomes a fact
stitch.expansion2 seats
observed90% confidence
From CRM
Northwind · renewal field
↓ becomes a fact
northwind.next_renewalAug 30
observed100% confidence
FAQ

Questions, answered straight.

No dodging, no contact-sales-to-find-out.

Does it replace Salesforce / HubSpot?+
CRM is native, and Walle keeps the CRM you run today current and clean.
Will it email customers from the CRM?+
Drafts wait for approval. You decide when a play runs on its own.

See CRM work inside Winsen.

Don't take our word for it

Work is better with Winsen.

Ask your favorite AI for a summary on Winsen. It opens with the question ready, so you get an honest read in one click.

Powered by winsen.ai/llms.txt