CRM 6 min read
Asking your CRM instead of clicking through it
An AI assistant with read access answers questions no dashboard was built for. One with write access needs a rule about when it stops. Here is what that looks like in practice.
Blog · Topic
CRM
Contacts, conversations, pipelines and the bridge between LinkedIn and the rest of your stack.
6 articles
CRM 7 min read
Swimlane inbox: LinkedIn conversations with the contact beside them
What the Swimlane inbox does with your LinkedIn conversations: views by whose turn it is, notes, reminders, templates, an AI draft, and what it leaves out.
CRM 6 min read
Sales pipeline stages: designing a B2B pipeline that tells the truth
Define B2B sales pipeline stages with exit criteria a buyer can confirm, adapt them to your sales motion, measure them honestly and run them on LinkedIn.
CRM 6 min read
Why traditional CRMs fail at LinkedIn selling
HubSpot, Salesforce and Pipedrive never see your LinkedIn DMs, where the selling happens. What that gap costs, and how to close it without switching CRM.
CRM 9 min read
Connecting Swimlane to your CRM with webhooks and the API
The webhook contract Swimlane sends, how to verify and retry it, and receiver patterns for HubSpot, Salesforce and Pipedrive via n8n, Make or your own code.
CRM 6 min read
Visual pipelines: run your LinkedIn conversations on a kanban board
A kanban pipeline built around LinkedIn conversations: the columns, what a card needs, when to move it, and the daily and weekly passes that keep deals moving.
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