shevet

Sales Workflow Automation Platform

Stop losing deals to
dropped balls

Shevet connects your CRM, communication tools, and dev platforms into one automated workflow. Every opportunity gets the right tasks, assigned to the right people, completed on time.

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From opportunity to close, fully automated

CRM Trigger

Workflow Starts

Auto-Assign

Team Notified

Tasks Done

Stage Advances

Deal Closes

Connects with the tools your team already uses

Salesforce

Slack

Jira

GitHub

HubSpot

Linear

Notion

Discord

Zendesk

Asana

ClickUp

Trello

Zoom

Dropbox

Intercom

Figma

Airtable

Confluence

Zoho

Calendar

& many more

Sound familiar?

These problems kill deals every day.

SE finished demo 3 days ago. AE just found out.

Next task auto-assigns with full context

Legal review blocking 5 deals. No one noticed.

Escalation alerts when tasks stall pipeline

"Did anyone send the proposal?" asked in 3 channels

Single source of truth in deal channel

Rep left. Deals orphaned for weeks.

Reassignment workflows trigger instantly

Security review done in Jira. Deal stuck in old stage.

Webhook completions auto-advance stages

40% of deals die at Negotiation. Found out at QBR.

Real-time funnel analytics by stage

Deep integrations, not shallow connectors

Shevet doesn't just sync data. It understands your tools and orchestrates them intelligently.

Bidirectional Sync

Changes flow both ways. Update in your CRM, see it in Shevet. Complete a task, CRM updates automatically.

CRMs, project tools, and more

Command Center

Dedicated channels per deal. Live dashboards. Complete tasks with buttons. Slash commands for quick actions.

Communication platforms

Webhook Automation

Tasks auto-complete when tickets resolve, issues close, or statuses change. No manual updates needed.

Issue trackers, dev tools

Calendar Intelligence

Tasks complete when meetings are scheduled or occur. Activity tracking built into your workflow.

Calendar & scheduling tools

Smart Notifications

Customizable alerts per user. Due date warnings. Escalation triggers. No notification fatigue.

All integrated platforms

Data Inheritance

Information flows between tasks. Context carries forward. Handoffs include everything the next person needs.

Cross-platform workflows

Escalation Management

When things go sideways,
stay in control

Customer has a critical bug? Need legal review? Security concern? Escalations are parallel workflows that bring in the right people with the right tasks, without derailing your main sales process.

Pre-built templates: Bug Report, Legal Approval, Technical Review, Security Review, and many more
Automatic team expansion—right people added to channel
Task chains within escalations with dependencies
Main workflow continues while escalation runs
Health signals warn of active escalations

Active Escalation: Bug Report

Capture Bug Details

Assess Impact

QA Lead

Create Fix Ticket

Engineering

Notify Customer

Acme Corp

Negotiation • $120k

TechStart Inc

Discovery • $45k

2 overdue tasks • Unassigned owner

GlobalCo

Proposal • $280k

Active escalation: Security Review

Health Monitoring

Know which deals
need attention

Shevet automatically detects problems before they become blockers. Every opportunity has a health status that updates in real-time as issues arise and resolve.

Automatic Detection

Overdue tasks, unassigned work, active escalations, missing owners, and more—flagged instantly.

Auto-Recovery

When issues are resolved, health automatically returns to good. No manual clearing required.

Finally, answers to the questions
you've always had

Real-time insights that surface actionable data from your pipeline and team.

Where do deals die?

Discovery

Proposal

Negotiation

Closed

Stage funnel shows drop-off at each step

Which tasks fail most?

Task completion analysis by type and template

Who's overloaded?

Sarah (35%)

Mike (25%)

Others (40%)

Team workload distribution by user and role

How long do deals take?

JanFebMarApr

Time per stage and total cycle time

What's slowing us down?

Legal Review85h avg

Tech Assessment60h avg

Pricing Approval40h avg

Bottleneck analysis across your workflow

Are we improving?

+23%

Trends over time for all key metrics

Visual Query Builder

Build custom dashboards. Drag-and-drop widgets. Save and share with your team.

Funnels

Charts

KPIs

Tables

& more

The ROI is real

Teams using Shevet see measurable improvements within weeks.

60%

less time on admin

No more manual status updates, task creation, or channel management.

faster deal progression

Automatic handoffs and proactive alerts keep deals moving.

100%

process adherence

Every deal follows your playbook. Nothing gets skipped.

Stop losing deals.
Start closing them.

Set up your first workflow in minutes. Connect your tools. Watch the magic happen.