Automated Contact Timelines

Salesflare builds a timeline of every interaction with a contact. A Beam agent reads a contact's timeline when new activity lands, applies your rules for what matters, and updates fields, tags, or follow-up flags so the record stays current. It notifies the owning rep when a contact needs attention. Contacts with conflicting details, duplicate entries, or activity that looks unusual are routed to a person to sort out. The agent records each change it makes, so the team can see how a relationship progressed without anyone typing it in by hand.

Pipeline Stage Updates

Deals in Salesflare move through defined pipeline stages. The agent reads deal activity, checks it against your qualification and progression rules, and advances or tags the deal accordingly. When a deal meets your close criteria, it notifies the rep and updates the stage. Deals with stale activity, missing decision-makers, or values that look off are set aside for a person to judge. Where account permissions allow it, the agent keeps forecast fields current, without overwriting anything a human has already adjusted on the deal. Each stage change it makes is recorded so the rep can trace how a deal progressed.

Email and Meeting Logging

Salesflare records emails and meetings against the right account automatically. The agent reads incoming correspondence, matches it to the correct contact and deal using your rules, and attaches it to the timeline. It flags a follow-up when your criteria are met and notifies the rep. Messages that match multiple accounts, or contacts the agent cannot place with confidence, are routed to a person to assign. The agent notes each item it filed, so the account history stays complete and the team trusts what the record shows.