Astria · CRM
Know who to call before the deal goes quiet.
People already on your phone and in Google land as opportunities. Each one carries a fine-tuned model of that sale, and the image of it: the ask, the buyer, the gap.
The book
$419,000 open
- New 2
- Talking 3
- Proposal 2
- Won 1
- Marlowe FreightLane pricing · Google · 18d quiet$74,000Talking
- Harbor & Co2026 systems retainer · iPhone · 10d quiet$126,000Proposal
- Plover CreditAnnual renewal · Google$54,000Proposal
- Northline GoodsWarehouse rollout · Google$48,000Talking
Needs a reply
Marlowe Freight — One line to Chris. Not a new deck.
Harbor & Co — Ask if finance has a date. Do not send a new pitch.
This morning
$419,000 open. Two of them have gone quiet.
The sample book has eight opportunities. These four are the ones that would need you today.
Kite Medical
New · $22,000
Adewale wrote yesterday from clinic operations. Reply with two times this week.
Salt & Kiln
New · $31,000
Owen asked for a walkthrough before any number. Book the visit.
Harbor & Co
Proposal · $126,000
Finance has had the retainer since 16 October. Ask Jules for a date.
Marlowe Freight
Talking · $74,000
Chris went quiet after the pricing call on the 8th. One line, not a new deck.
Sources
Where the pipeline fills itself.
iPhone
A contact on your phone becomes an opportunity, with a profile of the sale attached.
A thread in Google is added the same way: the buyer, the ask, and what is still open.
The rest
Other accounts you keep people in. The picture of the deal updates from them.
The record
The model of the sale sits on the record.
Person, number, stage, and a fine-tuned model of the opportunity. The image it holds is the ask, the buyer, and the gap.
- Account
- Harbor & Co
- Opportunity
- 2026 systems retainer
- Person
- Jules Park
- jules@harborandco.example
- From
- iPhone
- Model
- Harbor, tuned on the sale
- Images
- The ask, the buyer, the gap
- Value
- $126,000
- Stage
- Proposal
- Next
- Ask if finance has a date
History · Harbor & Co
- 4 SepIntroduced by Mara Ellison.
- 18 SepScoped the retainer. Four days a month from January.
- 2 OctProposal sent at $126,000.
- 16 OctJules said finance has it.
Stages
A deal moves when the conversation does.
New
They arrived. You have not had the conversation.
Talking
You have spoken. The scope is still open.
Proposal
A number is with them. You are waiting.
Won
They signed. There is a start date.
Follow-up
Written by the model on that deal.
Draft follow-up uses the model on that opportunity. You get where it stands, the risk, and one line you can send. It does not invent a meeting, and it does not email anyone.
Try it on Harbor & CoiPhone · Proposal
Harbor & Co
$126,000
- Status
- With finance. Last touch 16 October.
- Risk
- Ten quiet days on a six-figure proposal.
- Next
- Ask if finance has a date. Don’t send a new pitch.
- Jules — checking whether finance has a date on the proposal.
Limits
What this desk does not do.
On this device
The book stays in this browser. Adding a deal does not put it on anyone else’s desk.
Not signed in
iPhone and Google are recorded as the source. Astria is not connected to those accounts yet.
Does not send
Draft follow-up writes a note from the record. It does not email anyone.
Fine-tunes
Take action to keep your fine-tuned AI models and images
The desk keeps a fine-tuned model of each opportunity, and the image of that sale. Unless you take an action described below, Astria will delete your fine-tunes AI models and images once the storage period ends. The deal can stay. The model does not.
To keep your fine-tunes: log in to your Astria account, turn on auto extend model storage, and set “Auto top off amount” to $5 or more.
If you don’t want to keep your fine-tunes, you don’t need to do anything. Your fine-tunes will be deleted after the storage period.
Astria accountOpen the sample book.
Eight example opportunities, with history and a next step. Clear them when you want the desk empty. What you add stays in this browser.