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Adapt sales call intelligence to our CRM

Estimate

Sales call intelligence starter

v0.4.2 · Jul 12, 2026, 00:00

¥180,000

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Provider setupScoped customizationAdditional work

A room to adapt the sales call intelligence starter for HubSpot CSV import, loss-reason tags, and weekly manager reporting.

Room record

C

Maya Chen

Requester · Jul 5, 2026, 00:34Message

We reviewed the sales call intelligence Build. Can it import HubSpot deal CSVs and add loss-reason tags plus weekly manager reporting?

B

Builder @kento_mvp

Builder · Jul 5, 2026, 02:02Message

Yes. The current starter focuses on call summaries, so I would scope this as CSV import plus tag candidates. AI should suggest loss reasons; managers should approve them. Role boundaries and audit rows stay visible.

C

Maya Chen

Requester · Jul 5, 2026, 06:18Message

Attached are sample exports and our current report. We have 30 sales reps. Managers should see the full view; reps should see only their own records.

hubspot-sample.csvweekly-report-current.xlsx
B

Builder @kento_mvp

Builder · Jul 6, 2026, 01:20Estimate

I added an estimate. The fixed scope covers CSV import, tag candidates, weekly report, roles, and setup notes. HubSpot API sync is out of scope for this room.

S

buildsfor

System · Jul 6, 2026, 01:21System record

This room records setup, delivery, acceptance, and additional work around the referenced Build version.