# Track sales deals

Every deal, its stage, value, owner and expected close. Salespeople update it from the assistant they already use, and managers ask for the forecast.

## An example

**You:** Kestrel Labs moved to negotiation, 48,000 a year, likely to close in November. Pinewood went quiet, push it to Q1.

**ADoor:** Updated 2 entries in Deals

**Deals**

| Company | Stage | Value | Close |
| --- | --- | --- | --- |
| Kestrel Labs | Negotiation | 48,000 | Nov 2026 |
| Pinewood | Qualified | 22,000 | Q1 2027 |

## What you can ask later

- “What’s the weighted forecast for this quarter?”
- “Which deals slipped a month or more?”
- “What’s our win rate by source this year?”
- “Which deals over 30,000 have no next step?”
- “Chart closed and forecast revenue by month.”

## Who can see what

- **Salespeople** edit their own deals (one grant per person).
- **Managers** read every deal and edit stages and forecasts.
- **A reporting agent** reads the pipeline with plain SQL for the weekly summary, and can’t write anything.

## How it compares with a sales deal board

If your team likes dragging deals between stages, Pipedrive and HubSpot do it well, with activity reminders and built-in forecasting reports.

If you want the pipeline to update from conversation and answer any question, ADoor fits. Plain SQL works for the reports, and each person and agent has exactly the access it needs.

## How to start

1. Connect ADoor to your assistant. ChatGPT, Claude, Grok and Cursor all connect through MCP.
2. Tell it: “Set up a sales pipeline: Deals (company, stage, value, owner, close date, source, next step) and Stage history.”
3. Give salespeople edit access to their own deals, and a reporting agent read-only access.

[Get your account](https://app.adoor.halmoslabs.com/signup)

## Questions people ask

### Can I see how a deal moved?

Yes. The history keeps recent changes, who made them and the before and after.

### Can I run my own reports?

Yes, with plain SQL through MCP or the API, within your access.

### Do I have to pay?

Not on the free plan, which holds 3 tables and 100 rows. Pro is $10 a month per workspace, with 1 GB of storage and no per-GB charges.

### Can I export everything?

Yes, as CSV or JSON, whenever you want. Ask your assistant for the export or download it yourself.

## Related

- [Start a customer list](/use/customer-list/)
- [Track fundraising](/use/investor-pipeline/)
- [Report from many sources](/use/reporting-hub/)
- [ADoor vs Pipedrive](/compare/adoor-vs-pipedrive/)
- [ADoor vs HubSpot](/compare/adoor-vs-hubspot/)
- [All use cases](/use/)

Updated October 20, 2026.