Libra WorkBase
WorkBase for Sales
Every call, thread and note becomes a CRM update, a follow-up, and a next step —
so reps can stay focused on building relationships and moving deals forward.
- Reads
- Salesforce · Gmail · Drive
- Writes
- records, drafts, tasks, decks
The problem
Sales reps are becoming data-entry clerks, not deal closers.
The pipeline doesn't move because reps are slow. It stalls because CRM updates, follow-ups, research, and next steps all happen after the call, usually when they're already moving on to the next thing.
Where a rep's 40-hour week goes
40 hrs · per rep · per week- CRM data entry
- Research and follow-up
- Internal meetings and status
- Actually selling
28.5 hours a week on non-selling activity. On a team of twenty, that is the output of fourteen full-time people spent on admin.
Optifai Sales Ops Benchmark (N=939) · HubSpot State of Sales 2024 · Pipedrive CRM Trends 2026
See it in action
The call ends.
The work doesn't.
One trigger. The work is done. The email is ready, the opportunity is updated, and the next step is underway.
- To
- priya.n@acme.com
- Subject
- Acme × Libra: security review next steps
Hi Priya,
Thanks for the time today. Recapping what we agreed: your team needs SOC 2 evidence before the pilot, and Raj joins the technical review on the 4th.
I have attached the security pack. I will send the pilot scope by Friday.
Sam
- Stage
- Discovery → Technical review
- Next step
- Send pilot scope by Fri 28
- Close date
- 30 Sep 2026
- Blocker
- SOC 2 evidence requested
- Attendees
- Priya N., Raj M.
- AI Chat + Agents · capture and write back
- Email Assistant · triage and draft
- Tasks · plans with owners
- Business Intelligence · ask the pipeline
- Workflow · runs it on schedule
Sales workflows
Pick one. It runs on your data in a minute.
Choose a repeatable sales task. Connect the systems it needs. Give it an instruction once. WorkBase handles the rest.
Trigger · New lead arrives
Lead enrichment and CRM creation
- Enrich with company data
- Create record
- Notify owner
Artifact
A complete record in Salesforce and a Slack ping to the owner
Trigger · Meeting ends
Post-meeting follow-up
- Summarise decisions
- Draft the email
- Move deal stage
Artifact
A Gmail draft one click from sent, and an updated stage
Trigger · You ask
Pipeline review prep
- Pull deal status
- Read recent threads
- Flag at-risk
Artifact
A review summary with at-risk deals called out and why
Trigger · Morning inbox scan
Inbox triage and reply drafting
- Flag urgent threads
- Draft replies
- Log to CRM
Artifact
A sorted inbox and drafts waiting for review
Trigger · You name a competitor
Competitor battle card
- Search web
- Read internal docs
- Build the card
Artifact
A battle card in Notion with a changelog
Trigger · Weekly, before forecast
Weekly sales forecast
- Pull pipeline
- Compare to quota
- Identify gaps
Artifact
A forecast summary drafted for the team lead
Comparison
Your CRM stores the deal.
WorkBase runs it.
Salesforce, HubSpot and Pipedrive are systems of record. They tell you what happened. WorkBase reads from them and knows what to do next.
| Dimension | Traditional CRM | Libra WorkBase |
|---|---|---|
| Data entry | Reps update fields manually | Auto-updated from email, meetings and calls |
| Follow-ups | The rep remembers | Drafted from the meeting context, ready to send |
| Pipeline visibility | Requires a report or a dashboard build | Ask in plain language |
| Cross-tool workflows | Needs Zapier plus custom integrations | Native. Connectors, agents and workflows in one place |
| Setup and adoption | Weeks of configuration, then low adoption | Connect the tools and start. Works on day one |
Comparison reflects publicly documented capabilities.
Security and permissions
Connect your work inbox without thinking twice.
One rep can start alone. When the team joins, nothing about the access model has to change.
- SOC 2Type II
- GDPR
- ISO27001
Data isolation
Work Gmail and CRM connect through scoped OAuth. Libra never stores credentials, and revoking access removes the index with it.
Role-based permissions
Sales ops sees everything. A rep sees their own pipeline. Set who can view, edit and trigger a workflow.
Knowledge-based access
Battle cards, pricing sheets and playbooks in one Sales base. Libra will not surface a document to someone who cannot already open it.
Groups and contacts
Organise reps into territories or pods and route workflows by group. External contacts stay searchable but governed.
Connectors for sales
Read-only by default. You choose what each connector can touch, and every write waits for approval.
- Salesforce
- HubSpot
- Gmail
- Outlook
- Slack
- Google Drive
- Notion
- Zoom
RLibra reads from this toolWLibra writes back, with your approval
Questions
Before you connect anything.
The questions sales leaders ask us on the first call.
No. Salesforce, HubSpot and Pipedrive stay your system of record. WorkBase reads from them and writes back to them, so reps stop typing what the tools could have captured.
A plugin fetches a record when you ask. WorkBase runs the whole task: it reads the call, the thread and the CRM together, drafts the follow-up, updates the opportunity, and sets the next step — under your rules, not one lookup at a time.
Only where you allow it. You decide which fields and actions run automatically and which wait for a one-click approval, and every write is logged so you can see exactly what changed and why.
Connect Gmail and your CRM through scoped OAuth, pick a task, and give it one instruction. It works on day one — no dashboards to build and no Zapier chains to maintain.
Yes. On Enterprise the full stack can run inside your own environment, so indexed content and connected data never leave your walls.
No. Workspace controls scope what each person sees: sales ops sees everything, a rep sees only their own pipeline, and connected sources keep their own permissions.
AI can help sales teams by reducing manual work around research, follow-ups and CRM operations. Libra can work with sales context from calls, threads and notes and help carry information into connected CRM workflows, giving sales teams more time for customer-facing work.
Early access · Limited spots open now