Blog
Your pipeline records what people said they would do. The invoice records what happened. Blake's Revenue tab syncs Moneybird hourly, matches each invoice back to the company you already know, and shows collections next to the deal. Including the unglamorous case: an overpaid invoice now says so, instead of reporting a negative amount outstanding. Won is a stage. Paid is a fact.
Every Monday, before you sit down, Blake emails your team the whole week, already read. Up top, the overview a sales manager wants: a one-line read on how the week went, the live pipeline snapshot, and the Dealflow funnel showing where value is stuck. Underneath, a short to-do, the handful of opps that need a call this week, each a link straight to the deal. No dashboard to visit, nothing to set up. Always be closing.
Most teams agree with MEDDIC and quietly skip it, because filling in the scorecard is one more chore. But the answers are already in the email: the pain, the buyer, the champion, the deal size. Blake reads a forwarded thread, researches the company, and writes the qualification to the record for you. The rep opens a readout, not a blank form.
A CRM's worst failure isn't a lead it scores wrong. It's a lead it never shows you. Blake forwards leads in by email, and a guard meant to ignore your own internal mail was quietly eating the ones reps forwarded from their own inboxes. No error, no bounce, no row in the UI. Here is the bug, why silent drops are the most dangerous kind, and how we made sure a forwarded lead can never vanish again.
When you compose an email in Blake, Blake doesn't send it. Your own mail client does. We hand the draft off pre-filled, pre-addressed, with a hidden BCC that loops back so the activity feed stays current. You skip the per-workspace SPF setup, the bounce handling, and the deliverability roulette of being just another CRM domain. Your prospect gets an email from you, not from some tool sending on your behalf. One click is the whole price.
Blake now drafts your reply and watches your invoices. Compose Email turns a rated opportunity into an AI-drafted message with the right people on TO and CC, a tracking BCC that loops replies back to the same opp, and an editable preview before your mail client takes over. Revenue mirrors Moneybird invoices into Blake hourly, matches them to companies by email domain and name, and offers one-click links for the ones the sync cannot place.
Blake now accepts the file your client actually sent. Word, Excel, PowerPoint, PDF, CSV, images, .eml, .msg, plain text, up to 50 MB per opportunity. The browser uploads direct to storage, bypassing the 4.5 MB function payload cap that was silently rejecting most real documents. Quota is re-checked against the actual stored size, not what the browser claimed. The 50 MB number in the panel header is real now.
Blake just got a one-click CSV export of every opportunity in your workspace. Open Admin → Export, click Download CSV, and you get a spreadsheet with title, stage, owner, company, contact, deal type, value, computed TCV, fit tier, source, tags, next action, renewal date, and created date. Closed and lost deals included. UTF-8 with BOM so accents render right in Excel. Admin only. Available today.
Blake reads Pipedrive's deals and people exports and lands every deal as an opportunity, with companies and contacts deduplicated by their Pipedrive IDs. Add the people export and contacts come through with real emails, titles, and LinkedIn. Re-uploads update existing rows in place, keeping the owner, fit score, and tags you added in Blake. Dry run is the default. Available today in admin settings.
The pipeline is the company. The marketing person who plans next quarter, the product manager weighing the roadmap, the new hire arriving Monday: all of them should see it. The CRMs that make that easy at five people, fifteen, fifty are not the ones charging by the seat. A field note on what changes when the whole team has access, the pricing model that makes inclusion the default, and the five questions to ask your CRM vendor before the next renewal.
Every inbound lead goes into one of four piles: Cadillac, steak knives, coffee, cold. A field note on why Blake borrows the Glengarry Glen Ross lexicon for its tier system, which pile quietly kills the most reps, and the discipline it takes to call a lead cold early and walk away without flinching. Plus why tier names beat tier numbers, what separates coffee from a pitch deck, and why calling a lead cold is the highest-leverage thing a rep does all week.