And then the deal is kept up to date
When the conversation moves, Frida suggests moving the deal to the next stage. If the customer goes quiet, a follow-up draft is ready. Both wait for you: you approve, edit or decline.
Frida reads your Outlook email, finds the sales that are under way and keeps them up to date by itself. When it is not sure, it asks you. Here is what happens under the hood — and why you can trust it.
Built for Outlook and Microsoft 365. Frida suggests, you decide — and it never sends anything by itself.
Every email takes the same route. Most stop early because they are not about a sale. The rest end in one of three places — and none of them is a guess.
Incoming, or sent from your own Outlook mailbox.
Newsletters, automated notifications and internal mail.
Frida reads what the email actually asks for — not just the subject line.
Or is it something new? That is settled separately.
The email goes into the deal’s history, where you can see it.
You create it with one tap — or say it is not a sale.
One short question, one tap, and it is settled.
The first time you connect Outlook, Frida builds the board from the conversations you already have. After that, new deals arrive as suggestions — unless you have chosen to have them created directly.
When the conversation moves, Frida suggests moving the deal to the next stage. If the customer goes quiet, a follow-up draft is ready. Both wait for you: you approve, edit or decline.
Many systems put everything from the same customer in one place. That breaks the day a customer has three things going at once: three projects become one muddled deal, and you lose sight of each of them.
So Frida asks two questions separately. First: is this email about a sale? Then: which deal does it belong to? When a customer has several things going, each email lands on the deal it is about.
Frida works out for itself what sets your deals apart, whatever your industry. There is nothing to configure.
Grouped by customer name
Three projects, one muddled deal
Kept apart by Frida
Shared by all threeWhat is distinctive about each deal
Each email lands on its own deal
When Frida is not sure where an email belongs, it does not link the email to anything. It asks you one short question — in the place where you already approve things.
A deal board is only worth something if you can trust it. So Frida would rather hold back and ask than guess.
Stage changes and follow-up drafts wait for your yes, and a suggested new deal can be rejected with one tap.
When you write to a possible customer yourself, that is a beginning too. A deal can start with the email you send.
When a customer goes quiet, Frida does not write the deal off. It prepares a follow-up draft, and you decide whether it is sent.
When the deals are right, everything else can lean on them.
If a customer goes quiet after a quote, Frida writes a follow-up draft in your voice. You read, edit and send it yourself.
See Living Follow-upsConnect Frida to Claude or ChatGPT and ask about pipeline, follow-ups and customer meetings where you already work.
How to connectConnect a folder in SharePoint or OneDrive. Frida suggests which deal each contract belongs to, and you approve. Read-only access. Included in Personal and Pro.
See how it worksIf you want it, you get a short email on weekdays when there are important changes or something needs your decision. If there is no news, there is no email.
Connect Outlook and let Frida build your first deal board from the conversations you already have. You can correct anything along the way.
Names, emails and deals are examples.