A structured data layer
Everything from your connected tools, restructured so AI and your reports can use it.
For RevOps
Stop building the data layer. Get complete, structured revenue data from day one.
Taskbase connects your CRM, sequencer and data tools, structures what they hold so AI can use it, captures more conversations than any single tool and keeps the CRM current. You build reports, not infrastructure.
CRO Revenue Command Center
Where do we stand against the number? What is driving revenue? What do I do today?
Q4 2026 situation
Won vs targetOn track€520k37% of the €1.4M target
ForecastGap€1.21MEvidence-based. Manager view €1.28M
Pipeline coverageWatch2.4×38 open deals in the quarter
MomentumRiskDeterioratingNew pipeline is 18% below last quarter
Qualified funnel size, rolling 12 months
Total funnel Weighted funnel
NovJanMarMayJulSep
Meetings generated, rolling 12 months
Every new Sales Pipeline deal counts, whatever its starting stage.
NovJanMarMayJulSep
Do better skills lead to better revenue results?
Closing skill → Win rate+17 pts · +10.0 pp · moved in the same direction
Closing skill → Sales-cycle speed+17 pts · 28 days faster · moved in the same direction
Prospecting skill → Meetings generated+21 pts · +15 · moved in the same direction
Open deals that need attention
| Deal | Stage | Owner | Amount | Weighted |
|---|---|---|---|---|
| Northwind Logistics | Commercial agreement | Anna Weber | €84,600 | €67,680 |
| Helio Metering | Solution agreement | Luca Meier | €52,000 | €31,200 |
| Brantec IT | Problem agreement | Mira Keller | €41,500 | €16,600 |
| Alpenwerk Security | Problem agreement | Anna Weber | €38,000 | €15,200 |
| Enneo Group | Meeting booked | Luca Meier | €15,000 | €3,000 |
| Kestrel Foods | Meeting booked | Mira Keller | €15,000 | €3,000 |
Why we lose
- No priority at the moment42 deals · 34% of losses
- No strong use case or pain14 deals · 11% of losses
- Build internally6 deals · 5% of losses
Why we win
- Focused mid-size tech deals close6 of 20 wins were €20k+
- We win where a named pain is on the tableWins mirror the top loss reason
- We win on fit and speed, not priceOnly 4 losses went on price
The Revenue Command Center, scrolling through its sections. All names and figures are fictional.
The problem
RevOps ends up building infrastructure.
- Teams build their own vector database of call recordings, as if they were engineers.
- Reports are built by hand, and none of them knows the playbook.
- Reps record only some of their calls, so the data is incomplete.
- The CRM is half filled, and close dates and fields go stale.
- The logic for who to call next is another system RevOps has to build and keep right.
- Evaluating calls from transcripts is yet another project.
The impact
What changes with the Coach
- 01
Data that AI can use
When you connect HubSpot, Salesforce or a data tool, Taskbase makes sense of the data first and restructures it so AI can work with it. Ask questions in plain language and build any report you need.
- 02
The most complete conversation data
Taskbase transcribes in-person meetings, phone calls on Android and iPhone, and meetings in Google Meet, Microsoft Teams, Zoom and any other video tool. Because reps actually use it, more of their calls are captured and evaluations get better.
- 03
A CRM that stays current
Taskbase does not only fill fields, it updates them. It tells reps proactively what is missing, what to add and which close dates to push, so your reports run on the most current data you can get.
- 04
Signals, out of the box
Reps get a ranked list of who is most worth calling right now, built from signals. Taskbase delivers it from the ground up, so you do not have to.
- 05
One tool, the rest in the background
Taskbase is the tool reps work in, and everything else runs behind it. You can also see whether people use it, and how.
The Coach in action
The work the Coach takes on
Ask your data
Questions in plain language, and reports tied to your playbook.
Signal-based call lists
Ranked lists of who to call now, from signals in your CRM and tools such as lemlist and Clay.
Call evaluation
Evaluations from transcripts, without building your own pipeline.
CRM hygiene, proactively
Reps are told what is incomplete, and Taskbase updates fields instead of piling up notes.
Engagement and adoption
See who engages with Taskbase, how, and how many hours it saves.
From connected tool to current report
- 1Connect CRM, sequencer and data tools
- 2Taskbase structures the data
- 3Reps are prompted to keep it complete
- 4Reports run on current data
Reports
Build the report once. Every leader opens it with their own data.
In a CRM, reports are built by hand, one team at a time. A general AI can build a report for one person, but everyone gets a different one. In Taskbase you standardise a report once for the whole organisation, and every sales leader and manager sees it with their own data.
In your CRM
- Every report is built by hand, field by field.
- Each team rebuilds its own version.
- The report does not know your playbook, so definitions drift.
- It is only as complete as the last update.
With Claude or another general AI
- Quick to produce one report for one person.
- Everyone prompts differently, so the same question gives different numbers.
- It knows neither your data structure nor your playbook unless you rebuild that context every time.
- Nothing is shared: no standard, no owner, no view per leader.
In Taskbase
- Data from your tools is already structured, so a report is a question, not a project.
- Define it once, grounded in the playbook, as the standard for the whole organisation.
- Every sales leader and manager opens the same report with their own team’s data.
- It runs on a CRM that Taskbase keeps current.
Connects to your stack
The tools your revenue stack already runs on
CRM, sequencer, data enrichment and recording tools all connect to the same Coach.
HubSpot
Salesforce- lemlist
Clay
Gong
Fireflies
Slack
Microsoft Teams- … and many more
Living Revenue Playbook
One approved playbook behind every answer
The Coach does not invent a different answer for every person. It works from the approved Revenue Playbook, live customer context and the person’s role. New evidence from real calls becomes a suggestion, and the accountable leader approves it before it becomes the standard.
- 1
Evidence
A new objection, competitor or question shows up in real conversations.
- 2
Suggestion
Taskbase proposes a playbook change and shows the evidence.
- 3
Approval
The accountable leader reviews and approves it.
- 4
Updated work
Coaching, answers and automated work follow the new standard.
Reports and answers follow the same approved playbook as the coaching, so stages, definitions and criteria mean the same thing everywhere.
Where Taskbase fits
Not another recorder. Not another chatbot.
Not another call recorder
Recording tools tell you what happened. Taskbase helps the person do the next thing better, completes the work around it, and checks whether the new behaviour sticks. Keep the recorder you already use.
Not another generic chatbot
Generic AI can create an answer. Taskbase adds your approved context, customer evidence, individual skill memory, connected workflows, governance and follow-through.
See the Coach for RevOps
See your own CRM data structured by Taskbase, and ask it a question.