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Thatcher

Import your pipeline

Everything Thatcher does, from the first email to the signed order

One record per deal that fills itself in from your team’s inbox and calendar, a board for the pipeline, sequences for follow-ups and a forecast for Mondays.

Every open deal by stage, with the money next to it

Drag a deal to its next stage or let Thatcher move it when a proposal is signed. Totals per stage stay current, and deals that went quiet are marked before anyone asks.

Pipeline board with deals in five stages

Totals per stage

Updated from the deals, never typed in

Went quiet

No reply in 7 days, marked in red

Several pipelines

New business, renewals and partners

Every thread filed on the right deal, and new leads turned into deals

Thatcher reads each seller’s mail and calendar and files every thread with a contact on a deal. Mail from new people on the website form or a booking becomes a deal in Lead.

Inbox with a reply filed to the Calloway Freight deal

Two-way sync

Gmail and Microsoft 365

Private threads

Stay in the inbox, off the deal

Shared inboxes

sales@ and hello@ included

The whole story of a deal on one page, logged by itself

Emails, calls, meetings, files and notes sit on one timeline with who was there and what was agreed. The next step and its date live at the top, where the Monday review looks for it.

Timeline

Email, calls, meetings and files

Next step

Owner and due date on every deal

People

Every contact and their role

Follow-ups sent from your own inbox that stop at the right moment

Build a sequence of emails and call tasks once. Thatcher sends from the rep’s own address inside working hours, and stops on a reply, a booked meeting or a stage change.

Stop rules

Reply, meeting, stage, out-of-office

Sending limits

Per rep, per day, per provider

Results

Replies and meetings per step

A Monday forecast built from the deals themselves

Commit, best case and quota roll up by rep and by team. What slipped since last Monday is listed first, with the reason and the last email, so the review starts with decisions.

Forecast with commit, best case, quota and slipped deals

Every feature, in plain words

The full list, grouped the way your team will use it.

Pipeline

Several pipelines, custom stages, totals per stage, went-quiet flags, round robin for new leads, duplicate check by domain

Inbox and calendar

Two-way Gmail and Outlook sync, shared inboxes, private threads, meetings on the deal, call notes from Zoom, Meet and Teams

Sequences

Emails and call tasks, sending from each rep’s inbox, working hours, stop and pause rules, reply and meeting rates per step

Forecast and reports

Commit, best case and pipeline, slipped deals every Monday, quota by rep and team, won and lost reasons

Admin and security

SSO with Google or Okta on Scale, audit log, roles for sellers and viewers, data in the US, SOC 2 Type II report on request

Import and API

HubSpot, Pipedrive, Salesforce and CSV imports done with you, REST API, webhooks, Zapier

Bring your pipeline. We will move it over for you.

Send us a CSV or connect HubSpot, Pipedrive or Salesforce. Your deals, contacts, notes and emails arrive the same day, and your team runs its first Monday review in Thatcher.

Import your pipeline

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Import your pipeline