AssaySales workspace
From first contact to a paid invoice, in one place.
Prospects, scoring, outreach and invoices in one workspace, with an agent crew doing the legwork and your team approving every move.
A prospect had to cross four separate tools before becoming revenue, and the context that made them worth chasing was lost at every handoff.
One workspace that carries a prospect from first contact through to a paid invoice, with the scoring and follow-up handled alongside the team.
One lead, from first contact to won
Maya Shah, the demo workspace's own lead, on the screens Assay shows at each stage.
Before the lead
The rubric comes first
Four weighted rules. A lead needs 7 out of 10 to qualify.
- Finance Rubric · threshold 7
- Industry fit · weight 5
- Company size 100–2000 · weight 4
- Buyer seniority · weight 4
- Change trigger · weight 3
New
Scored the moment she arrives
8.8Buyer seniority only half-matched, so 8.8, not 10.
- Maya Shah · CFO · OrbitLedger Finance
- Fintech · 320 employees · Mumbai
- Signals: Series B funding, ERP change
- Score 8.8 · 14 of 16 points
Outreach
A first email, drafted from her signals
It opens on her Series B. A person edits and sends it.
- Offer: Revenue Copilot
- Subject: Quick idea for OrbitLedger Finance
- Channel: Email
Proposal
The crew keeps the deal moving
Mia can propose moves up to Proposal. A person approves each one.
- Mia · Pipeline · Suggests
- May move to: research, outreach, contacted, meeting, proposal
- Every proposal stored as pending
Won
Won, and invoiced from the same record
Won is always a person's call. Billing makes her a customer from her lead.
- 1 won deal not yet a customer: OrbitLedger Finance
- Numbered in sequence: INV-0001, INV-0002 …
- Pay online: Stripe Checkout
Before the lead
The rubric comes first
Four weighted rules. A lead needs 7 out of 10 to qualify.
- Finance Rubric · threshold 7
- Industry fit · weight 5
- Company size 100–2000 · weight 4
- Buyer seniority · weight 4
- Change trigger · weight 3
New
Scored the moment she arrives
8.8Buyer seniority only half-matched, so 8.8, not 10.
- Maya Shah · CFO · OrbitLedger Finance
- Fintech · 320 employees · Mumbai
- Signals: Series B funding, ERP change
- Score 8.8 · 14 of 16 points
Outreach
A first email, drafted from her signals
It opens on her Series B. A person edits and sends it.
- Offer: Revenue Copilot
- Subject: Quick idea for OrbitLedger Finance
- Channel: Email
Proposal
The crew keeps the deal moving
Mia can propose moves up to Proposal. A person approves each one.
- Mia · Pipeline · Suggests
- May move to: research, outreach, contacted, meeting, proposal
- Every proposal stored as pending
Won
Won, and invoiced from the same record
Won is always a person's call. Billing makes her a customer from her lead.
- 1 won deal not yet a customer: OrbitLedger Finance
- Numbered in sequence: INV-0001, INV-0002 …
- Pay online: Stripe Checkout
In numbers
- 6agents on the crew, one per section
- 4levels of autonomy, Suggests to Paused
- 8tools it connects to, Apollo to Stripe
Built with
Express
PostgreSQL
Drizzle ORM
React
Vite
MCP
Azure
Connects to
Apollo
LeadMagic
LinkedIn
Gmail
Outlook- Buffer
Twilio
Stripe
The film
Assay
Carries a prospect from first contact to a paid invoice in one workspace, with scoring and follow-up handled alongside your team.