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Deals and Tasks

Revenue intelligence from the first click. Not just the first call.

Most revenue intelligence starts listening when a salesperson joins the call. Verspa’s starts when the buyer arrives. Every demo and every reply lands on the deal, every deal has an AI agent reading the people on it, and every next step becomes a task on the right desk. So when a buyer comes back, the demo already knows the deal, and you know which deals are real.

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AI buyer aware demo · MarlowRead before it speaks
Returning buyer
What it read
Deal
Thornbury Group, close suite · £84,000 · Proposal
Owner
Sam Carter, in HubSpot
Last time
A demo on 24 October. Asked how eliminations work across three entities.
The company
Proposal out. Daniel Okafor, the CFO, is now on the deal.
Your brief
The proposal is with them. Show approvals, then hand to Sam.
AlexYour AI buyer aware demo
Its first words

Welcome back, Sofia. Last time you asked how eliminations work across your three entities, so let’s start there, then go through the approvals your proposal covers.

Its running order
  1. 01Eliminations across three entities
  2. 02Approvals, as the proposal has them
  3. 03Hand over to Sam

Shown with Marlow, an example finance platform. Choose a buyer, then before or after the demo.

Your CRM

Your CRM stays where it is. Verspa reads it and writes back.

There is nothing to migrate. Your team keeps working in the CRM it already uses. Verspa reads every deal, owner and task from it, and its own work goes back the other way: tasks and the moment they are done, each demo’s result, and every email, message and booking.

WhatComes in from your CRMGoes back to it
DealsEvery deal, pipeline, stage and owner, with the people on it, each matched to one person in Verspa, and kept current as your CRM changes.The stage moves your plays make, once a day.
TasksEvery task on the person, onto their record and your Tasks board.Every task added in Verspa for a person, and the moment it is done.
Each demoThe buyer’s deal, its stage and its owner, read before the demo says a word.Its result on the buyer’s record: what they cared about, what they pushed back on and the next step.
People and activityContacts, leads and companies, with their emails, calls and meetings.The emails, social media messages and bookings Verspa sent and made, each day.
See everything Verspa syncs
Deals

Your champion goes quiet. The deal tells you.

Most pipelines track what someone logged. Verspa’s tracks what the buyers did: every email, call, meeting, social media message, web chat and AI buyer aware demo from everyone on the deal. Each risk arrives with the click that fixes it, and you can move a stage, add a note or set the next step right from the board, or ask Verspa to.

New business · closing this quarter · the floor
Open pipeline£549,000Weighted£290,600Open deals10
Engaged20% · 2 · £115k
Meeting booked40% · 2 · £138k
Proposal60% · 3 · £122k
Negotiation80% · 3 · £174k

Choose a deal to see its people and risks, then fix one

The deal’s AI agent

Every deal has its own AI agent. It says what the stage won’t.

Every contact and company in Verspa has an AI agent. So does every deal. Whenever the stage moves, someone joins or a note lands, it reads the deal and what each person’s AI agent thinks of them, then writes down where the deal really is, the biggest risk and the next move. Quiet deals are reread on a schedule, so a stall is noticed while there is still time, and what it finds goes into the Roundup.

See the AI agents behind every person
The deal’s AI agent
Thornbury Group£84,000 · Proposal, day 9 · closes 12 December
Woke: A note added, from today’s demo · 11:42

Further on than its stage says. Sofia has taken two demos and brought in Daniel, who holds the budget, and today Daniel booked a call with Sam.

The risk
Nobody has named who signs off the security review.
Next move
Ask Sofia for the security contact, and send the SOC 2 report before Tuesday’s call.
What it read
Stage
Proposal for 9 days, moved forward on 28 October
Sofia Marsh
Champion. Engaged: two demos, two replies this week
Daniel Okafor
Economic buyer. New: took the demo today, booked a call
Notes
Three, the latest from today’s demo

Choose a deal to read what its AI agent wrote

Forecast

A forecast you can defend. Without another tool.

No separate revenue intelligence tool, and no forecast rebuilt in a spreadsheet the night before the call. Won plus commit is the number you defend, every period is measured against your targets, and Verspa writes the read for you, checked claim by claim against the numbers. Board mode puts the same page in front of the board.

Deals · Forecast
Q3 · October to December
Desk
To land · won + commit£612,000£412k won (9) + £200k commit (4)of £750,000 target · 82%
Best case lands
£708k
won + commit + best case
Gap to target
£138k
target less to land
Coverage
1.6x
open pipeline over what’s left
Weighted ref
£291k
open deals x stage probability
Won £412kCommit £200kBest case £96kPipeline £205kPast close date £48k
Commit · £200kThe number you defend. Your call, or a stage at 80% or more.
Aldgate PartnersRavi MenonNegotiationOn trackEmail · 1d14 Nov£120,000
Linwood LabsGrace LiuNegotiationOn trackAI demo · 2d21 Nov£38,000
Pellham InsuranceOwen ClarkeProposalWatchEmail · 3d28 NovYour call£26,000
Northlight RetailMaya FordNegotiationOn trackCall · 2d30 Nov£16,000
Best case · £96kThe stretch. Worth a pull forward conversation.
Thornbury GroupSofia MarshProposalOn trackAI demo · today12 Dec£84,000
Corvid AnalyticsLena OrtizProposalOn trackAI demo · 4d9 Dec£12,000
Past close date · £48kOpen, with a close date already gone.
Wexford FoodsAmira HaddadMeeting bookedWatchAI demo · today31 Oct£48,000
Pipeline · £205kBuilding, not yet believable.
3 dealsMarsden Group, Kelso Energy, Ashcombe Legal£205,000
Verspa’s read

Q3 lands at £612,000 if Commit holds: 82% of target, £138,000 short.

  • Aldgate Partners is £120,000 of the £200,000 in Commit, and closes on 14 November.
  • Thornbury Group is the pull forward: £84,000 in Best case, and its CFO took the demo today.
  • Wexford Foods, £48,000, is past its close date. Amira came back through the demo today.

Pull Thornbury into Commit · ask Sofia for the signing date

Checked against these numbers, claim by claim
The desks · each against its own number
  • Sam CarterPerson£334k / £300k111%
  • Rhea KapoorPerson£126k / £240k53%
  • EllisAI desk£152k / £210k72%

Choose a period or a desk, or open Board mode

Targets

Every desk has its own number. AI desks included.

Set a target for each desk, quarter by quarter, so a new starter can ramp. Quarters follow your own financial year, so if yours starts in April, so does Q1. The floor adds every desk up, people and AI desks alike, and the forecast shows each one’s pace against its own number.

Settings · PipelineMarlow
Financial year
FY 2026/27 · Q3 is now
  1. Q1Apr to Jun
  2. Q2Jul to Sep
  3. Q3Oct to Dec
  4. Q4Jan to Mar
Targets

A revenue target per desk, set period by period so a desk can ramp. The floor is the sum.

DeskQ1Q2Q3Q4
Sam CarterPerson
Rhea KapoorPerson · joined in April
EllisAI desk
The floorEvery desk£480,000£615,000£750,000£840,000
The forecast measures every period against these Saved

Change a target, or the month your year starts

Tasks

Work that finds you. From Verspa, desks and demos.

A task list is only as good as what goes into it, so Verspa fills yours. It raises what it thinks you should act on, with the action attached. The demo leaves what a buyer asked for, plays and AI desks add their own, and your team adds anything, for any person, company or deal. The urgent ones wait for you in the Tray.

Tasks · Sam Carter’s desk and the floor
5 needs you1 in progress2 scheduled0 done
Raised by Verspa
Left by the demo
From a play
From your CRM
Ellis, an AI desk
Yours

Group by source or action, open a task, then close it

Two way

Synced with your CRM. Closed when the buyer acts.

Tasks from your CRM come in. Tasks made in Verspa go out. And a task can close itself: give it the events that finish it, a reply, a booking, a demo started, and the moment the buyer does one, it is done, in Verspa and in your CRM.

  1. 01The demo

    Asked for

    In the demo, Daniel asks for a customer with three or more entities.

  2. 02Verspa

    On Sam’s desk

    The task lands with the desk that owns Daniel, due Friday, set to close when Daniel replies.

  3. 03Your CRM

    In your CRM too

    It is on Daniel’s record in your CRM, where Sam can see it and work it.

  4. 04Sam

    Sent

    Sam emails Daniel two references from the same industry.

  5. 05Daniel

    Done

    Daniel replies, and the task closes itself, in Verspa and in your CRM.

Questions

Asked about deals and tasks.

More questions

No. A demo never creates a deal, moves a stage or sets an amount. It counts as a touch on every deal the buyer is on, so the deal shows when they last spoke to you, and Verspa adds what they asked for as notes and tasks. A deal is made by your team, by Verspa when you approve it, by an import from your CRM or when a buyer accepts a quote.

Keep the tool you have if it works for you. Verspa still brings your deals in, so every AI buyer aware demo and every follow up knows where the buyer stands. If you do not have one, Verspa’s forecast, targets and deal reads give you a number to run the quarter on, without another tool.

You decide. Set a deal’s forecast category and it stays where you put it. Where you have not, the stage decides: 80 percent or more is Commit, and 50 percent or more is Best case. The forecast leads with won plus commit, and a deal past its close date sits in its own group, so nothing is counted quietly.

Yes. Choose MEDDIC, MEDDPICC, BANT, SPIN, GAP or CHAMP, or build your own fields, and every deal gets a qualification tab. Any gaps show on the deal as a named risk, with the fields still to fill.

Anyone working the deal, and Verspa itself. Your team adds tasks for any person, company or deal. Verspa raises the ones it thinks you should act on, with the action attached, and the AI buyer aware demo, the web chat, plays, Wire rules and AI desks add their own. Tasks in your CRM come in too, and tasks made in Verspa go back.

Each desk sees its own. The floor shows the whole workspace, desk by desk, for the people who run it, and a member can only see or delete the deals on their own desk.

The demo that converts. The memory that outlasts the deal.

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