Skip to main content

​
Quick Setup

1

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.
2

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.
3

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:
StageWhat it means
DiscoveryInitial qualification — understanding the prospect’s needs
ProposalProposal or pricing sent
NegotiationTerms being discussed
Closed WonDeal signed
Closed LostDeal 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
If you’re migrating from HubSpot or Salesforce, you can import your existing pipeline via CSV. Map your stages to Micro’s stages during import, and you’ll be up and running in minutes. For larger migrations, contact support@micro.so.