Solutions

Ask what changed. Forecast what's next.

When metrics move, you can trust the data, understand the cause, and know what to do next.

“With Lightfield, I can find problems faster than other CRMs because I trust the information to be accurate. I’m building visibility into whether we have gaps in pipeline, if we’re not selling to the right people, and what types of leads are moving the fastest.”

Mona Darwish, Head of Sales, Agree
Benefits

Lightfield helps you understand your business and scenario plan with evidence.

Build dashboards and reports with chat

Create charts and tables in seconds using prompts, and use them to track performance over time.

Build dashboards and reports with chat

Automations for recurring reports

Turn recurring queries into automated reports that are delivered on schedule via Slack or email.

Automations for recurring reports

Versioned records and change tracking

Every field keeps its own history: previous values, who or what changed them, when they changed, and why.

Versioned records and change tracking

Answers backed by evidence

Ask why win rate dropped, why a segment stalled, or what buyers said about price. Answers link to the underlying calls and emails.

Answers backed by evidence

Projections and what-ifs

Ask what happens if close rates hold or a bottleneck clears. Projections run on the same evidence as your reports.

Projections and what-ifs
Use cases

Common applications of Lightfield

01

Deals going quiet

A live list of late-stage deals with no activity in 14 days, each linked to its last call or email.

02

Win/loss by segment

A dashboard of win rates by segment, with loss reasons pulled from calls and emails.

03

Rep coaching

A table of coverage, cycle time, and win rate by rep, where every number opens the deals behind it.

04

Monday pipeline digest

A scheduled report of what changed in pipeline, posted to Slack every Monday before your review.

05

Quarter-end projection

A projected landing range for the quarter, built from stage conversion and the deals still open.

06

Test a hypothesis

A comparison of close rates across your own history, with the sample size stated.

07

Headcount allocation

A decision model that scores every split against your pipeline and recommends a starting point.

08

Budget decision

A projection of pipeline created under each option, based on how each channel has converted before.

See it on your data.Request a demo
Security

Built for trust

Sensitive data encrypted at rest, with TLS and role-based access.

SOC 2 Type II
HIPAA
GDPR
ISO 27001Soon

Frequently asked questions

Experience CRM built for the future.

Measure, inspect, and forecast