Screenshots
See Envoy in Action
Deals Kanban — drag-and-drop pipeline board with stage probabilities, deal health badges, and per-column totals
Features
The Deal-First CRM
Envoy treats opportunities as the primary object — not contacts, not accounts. Contacts come from Tribe. Conversations come from Courier and Cadence. Envoy is where deal-motion lives and forecast decisions get made.
Pipelines
Any Number, Any Shape
Multi-Pipeline by Design
New business, renewals, expansion, services — each with its own stages, probabilities, and forecast logic. No bolted-on record types, no workarounds.
Drag-and-Drop Kanban
Stage-to-stage moves are one gesture. Stage probability updates the weighted forecast immediately. Rot thresholds flag deals that sit too long.
Stage Automation Hooks
Per-stage entry/exit criteria and automation rules. Trigger sequences, task assignments, or Docket tickets when a deal advances or rots.
Territories & Ownership
Territory rules map accounts to reps automatically. Re-assign in bulk when coverage changes. Every deal inherits an owner.
AI
Not a Bolt-On — Woven Through
Deal Health Scoring
A score per deal that combines stage, age, engagement recency, and contact coverage. Drives the "deals needing attention" queue on the morning dashboard.
Risk Flags
Automated flags for ghosting, missing economic buyer, stalled renewal, and stage regression. Each flag links to the evidence that fired it.
AI Forecast Uplift
Weighted-pipeline math gets an AI uplift based on historical close rates and deal-velocity signatures. Commit / best-case / AI bands shown side-by-side.
Next-Best-Action
Per-deal suggestion based on the deal's current state. "Re-engage champion," "Confirm procurement timeline," "Send reference case study." One click to act.
Fleet Integration
Everything Connected, Nothing Duplicated
Tribe for Contacts
Accounts and contacts are projections over Tribe's profile store. Mackay 66 insights show up inline on the deal card. No contact duplication, ever.
Courier & Cadence Activity
Email threads and meeting history stream in from Courier and Cadence. The deal timeline is populated without anyone logging anything.
Trellis for Money Motion
Won deals generate quotes and invoices in Trellis. Payment status feeds back into deal health. Renewal risk shows when invoices age.
Slate, Docket, Codex
Top-3 deals-needing-attention land in Slate each morning. Product blockers surface from Docket on the deal card. Sales plays render from Codex by stage.
Operations
From First Touch to Paid
Quoting & Line Items
Versioned quotes with line items, discounts, and recurring components. Quote events (sent, viewed, signed) logged on the deal timeline.
Sequences
Multi-step nurture and breakup sequences with per-step timing. Enrollment paused automatically when a lead replies. Herald powers the sends.
Commissions
Plans, quotas, accruals, and payout statements. Rep-level attainment with deal-level drilldown. No spreadsheet reconciliation at end of quarter.
Reports & Saved Views
Every list is saveable. Every saved view is shareable. Every report is queryable by Claude through the MCP surface.
How It Works
From First Touch to Close
Capture
Lead lands from Beacon, an inbound email via Courier, a meeting booked through Cadence, or a manual add. Tribe holds the contact; Envoy holds the opportunity.
Qualify
Discovery call notes, activity streaming, health score trending up. Stage advances when entry criteria match. Risk flags if contact coverage gaps.
Propose
Quote generated in Envoy, sent through Herald. Viewing events tracked. Deal health updates from engagement signals.
Close
Won → Trellis invoice + Narrative case study draft. Lost → Herald win-back sequence auto-enrolls. Commission accrues. Forecast recalculates.
Technical Specifications
Under the Hood
Backend
- FastAPI (Python 3.12+)
- PostgreSQL + SQLAlchemy 2.0 async
- Celery + Valkey for workers
- Alembic migrations
- 12-phase domain model (deals → commissions)
Frontend
- React 19 + TypeScript
- Vite build system
- @avian/design-system + app-shell
- Drag-and-drop kanban (native HTML5)
- Light and dark mode
Real-Time
- WebSocket live updates on deal changes
- Fan-out to owner + watchers
- Activity stream push from Courier / Cadence
- Rot-threshold evaluation via Celery Beat
AI
- Deal health + NBA via Mercury 2
- Risk-flag detection (pattern library)
- Anthropic Claude fallback
- MCP-native — every operation exposed to agents
Development
100% Built by Claude
Envoy was built entirely by Claude (Anthropic) working alongside a single human supervisor. Fifteen phases, hundreds of tests, all AI-authored with human direction.