Stop Losing Deals to Broken Processes
Greta helps your revenue team manage pipeline flow, handle approvals, and generate reports automatically. No spreadsheets, no back and forth emails, no missed deals.
How it's works
How Revenue Teams Get Organized with Greta
From tracking deals to closing approvals, here is how it all comes together without writing a single line of code.
Tell Greta How Your Revenue Process Works
Just describe your pipeline in plain words and Greta builds the whole system for you.
- "Show me all deals waiting for approval"
- "Track which accounts have gone quiet"
- "Send me a weekly revenue summary"
Get a Live Pipeline Dashboard Right Away
See every deal, every stage, and every team member in one single place.
- Live view of your whole pipeline
- Approval status for every deal
- Revenue trends updated in real time
Connect the Tools Your Team Already Uses
Plug in your CRM, spreadsheets, or communication tools and Greta keeps everything in sync.
- Works with Salesforce, HubSpot and more
- Syncs with Google Sheets automatically
- Sends alerts to Slack or email
Set Your Approval Rules Once and Forget About It
Tell Greta who approves what and it handles all the routing from that point on.
- Multi level approval flows for discounts and contracts
- Automatic reminders for anything waiting
- A clear record of every decision made
Track Revenue Health Without Pulling Reports Manually
Know exactly where your revenue stands at any moment without building a single spreadsheet.
- Win rates by team and by rep
- Forecast accuracy updated automatically
- Alerts before bottlenecks become big problems
What You Get
Everything Your Revenue Team Needs in One Place
Greta replaces scattered spreadsheets and email threads with one connected system your whole team can actually use.
Pipeline Visibility
See every deal with its current status, owner, and next step at a glance. No more asking where things stand.
Approval Automation
Set up discount approvals and contract sign offs without chasing people over email ever again.
Revenue Reporting
Get clean weekly and monthly reports sent to your team automatically without building them from scratch each time.
Deal Routing
Automatically send incoming leads and deals to the right rep based on your own rules and territories.
Forecast Tracking
Stay on top of your revenue targets with live forecasts that update as deals move forward or change stage.
Also See
Other Operations Teams Using Greta
Greta works across every operations team. See how other teams are using it to get more done.
View all Operations teamsFAQ
Questions About Revenue Operations with Greta
Everything you need to know before your revenue team gets started.
Not at all. You just describe how your revenue process works and Greta builds the whole system for you.
No problem. You just tell Greta what changed and it updates the system for you right away.
Build Something Real
If you can describe it, you can build it.