Use Cases

Micro for Sales

Run your sales pipeline with AI that updates deal stages, drafts follow-ups, and keeps your CRM current automatically.

Quick Setup

Create a Sales List

Press Cmd+K, type “new list”, and select the Sales Pipeline template. It comes with a pipeline, default properties, and two views.
Import Leads

Import from a CSV (export from HubSpot, Salesforce, or a spreadsheet), add manually, or let Auto-Add pull in prospects from your email activity.
Connect Your Email

If you haven’t already, connect your Gmail in Settings → Connected Accounts. Micro uses your email and calendar to keep deals updated.

Your Sales Pipeline

The Sales Pipeline template comes with stages for a typical B2B sales cycle:

Stage	What it means
Discovery	Initial qualification — understanding the prospect’s needs
Proposal	Proposal or pricing sent
Negotiation	Terms being discussed
Closed Won	Deal signed
Closed Lost	Deal lost or prospect went dark

Switch between Pipeline (kanban) and All Deals (grid) views. Customize stages in your list settings to match your actual sales process.

Enrich Prospect Data

Every person and company in your pipeline is automatically enriched:

Company data — Industry, employee count, total funding, last funding round, location
Contact data — Title, role, social profiles, other email addresses
Relationship intelligence — Last email, last meeting, relationship strength, interaction frequency

No manual data entry needed — profiles are enriched as soon as contacts are added.

AI Autofill for Deal Tracking

AI Autofill keeps your pipeline current without manual CRM updates:

Status — Deals move through stages based on email and meeting activity. Send a proposal and the deal moves to “Proposal.” Close and it moves to “Closed Won.”

Autofill runs on every new email and calendar event, so your pipeline reflects reality — not what you remembered to update last Friday.

The Sales Pipeline template starts lean — just the essentials. Add custom properties like deal value, next steps, contract length, or competitor and enable autofill on each one to build the pipeline that fits your process.

Email Workflows

Micro is your email client and your CRM in one. No tab-switching, no syncing:

Custom email views — Create views filtered to prospect conversations, customer emails, or emails needing response
Compose and reply — C to compose, R to reply, Cmd+Enter to send
Schedule send — Time your outreach for when prospects are most likely to read
AI drafts — Ask the AI to draft cold outreach, follow-ups, or proposals
Keyboard shortcuts — Gmail-style shortcuts to fly through your inbox

Meeting Prep and Follow-Up

Before a sales call, click Meeting Prep on the event page. The AI will research the prospect, surface your email history, and suggest talking points.

After the meeting, use Quick Messages to send a follow-up or ask the AI to draft one:

“Draft a follow-up email to Sarah from my call today. Include the pricing we discussed and next steps.”

If you record the meeting, Micro generates a summary with action items that can automatically create tasks.

Auto-Add Prospects

Set up Auto-Add to keep your pipeline growing automatically:

Add anyone who replies to your outreach
Add companies that book a demo
Add leads from specific email threads or domains

Collaborate with Your Team

Your Sales list is shared with your workspace by default:

Shared pipeline — Everyone sees the same deals and stages
Activity feed — See when teammates had meetings or exchanged emails with prospects
Email sharing — Configure how much email context teammates can see (metadata only, subject lines, or fully private)
Real-time collaboration — See who’s viewing the same records

Reporting

Kanban view — Visual pipeline with drag-and-drop stage updates
Grid view — Full spreadsheet-style view for sorting, filtering, and bulk updates
Custom properties — Add fields like deal source, contract length, or competitor to slice your data however you need
List dashboard — Emails needing response, tasks due, and activity summary for your sales pipeline