What's New in MidFunnel
How we eliminated the CRM requirement and made AI sales assistance accessible to everyone
So we went back to the drawing board. We've kept our core value proposition but made the whole process of getting started much simpler.
The Big Change: No CRM Required
How it works now is that you don't need to integrate your CRM into MidFunnel for it to do wonders for you. You simply have to connect your inbox and you're good to release the power of AI on your sales context (emails, call recordings etc).
Once you create a deal, your correspondence with the contact is automatically pulled into MidFunnel. You can start multiple AI chats for that deal to get things done. No more copy-pasting your sales context into ChatGPT or other AI tools. Your sales context is always there, ready to power your interactions with AI.
As one early tester put it:
“I actually really like the UX and onboarding flow. The fact that it took me 15 seconds to get set up was actually excellent” - Hari Raghavan Co-Founder & CEO at Autograph
What This Means For You
Instant Value: Connect your email and start getting AI-powered help with your deals in minutes
Context Without Effort: Your sales conversations are automatically organized and made available to the AI
Multiple AI Assistants: Start different chat threads to tackle different aspects of your deal (communications, brainstorming, meeting preparation, objection handling and much more!)
Seamless Communication: Generate replies, follow-ups, and post-meeting emails that sound like you wrote them
No more Context Switching: Stop jumping between your email, CRM, and AI tools - everything's in one place
How We've Been Using It
Since removing the CRM constraint, a lot of team members have started internally using MidFunnel to progress complex deals - and some not-so-complex ones too.
A small but amusing example is Lawrence, who's been using it to progress his insurance claims. Turns out, getting money from insurance companies requires the same persistent follow-up as any complex deal. (His claim status went from "under review" to "approved" in half the usual time. Coincidence? We think not.)
But the big win came when we used MidFunnel to close a $50K deal. The system helped us craft perfectly timed follow-ups, prepare for calls with comprehensive context summaries, and identify the exact moments when stakeholders were most engaged.
For example, Hesh used MidFunnel to draft personalized proposals that addressed specific pain points mentioned during client calls and helped generate company-specific ROI calculations that made the business case clear.
Meanwhile, Dulitha was brought in to address technical concerns. Because MidFunnel had already captured and organized all the context from previous interactions, he could immediately understand the client's requirements without extensive briefing. After each call, he used the platform to draft next steps, manage follow-ups, and effectively project manage the deal, keeping everything moving forward smoothly with minimal friction.
What Else Is New
Since the new direction we've also shipped some handy features.
Smarter Context from Attachments
Our AI now analyzes PDFs and images attached to your emails. This means when you're working on a deal, the AI understands the full picture: proposal documents, technical specs, signed contracts, and more. This means that you get more precise suggestions and better task completion, since the AI can reference all the important files in your deal's timeline.
Reminders
Set up automated follow-ups with quick presets that get triggered after you send an email. MidFunnel will remind you when it's time to reach out next. Never let a hot lead go cold again.
Granular Editing
Don't like something in your AI-generated email? No need to start over. With Granular Editing, you can now refine specific parts of your email without regenerating the entire thing again. Simply highlight the section you want to change, tell the AI what adjustments to make, and only that portion gets updated, saving you time and preserving the parts you already love.
Scratchpad
A simple way to keep notes on your deals. Jot down important things to remember or tasks to do - all in the context of your conversations. A handy use-case for this is to get AI to generate a list of tasks or actions from your last call and then store it in the Scratchpad.
Composer Enhancements
Previously we were only able to reply to all on the latest thread. Now you can reply or reply all to any thread in your timeline. You can also send out entirely new emails to start fresh threads or conversations.
Timeline Management
We've completely revamped how you control your timeline context. Now you can:
Filter by type: Easily view only emails, meeting notes, transcripts, or other specific context types
Search for keywords: Quickly find important information with our new search functionality
Remove irrelevant context: Delete individual items or entire threads that you don't want cluttering your timeline or influencing the AI
This gives you complete control over what context the AI has access to, ensuring you get more relevant and accurate assistance.
AI Chat Improvements
We now auto-generate a name for each of the AI chats you have with the deal, making it easier to search and find past chats. You can also delete chats you no longer need.
Try MidFunnel Free - Limited Time
For a limited time, we're offering full access to MidFunnel completely free while we gather feedback.
Just hit the get early access button on our website - midfunnel.com - to get started.
Our early users are already seeing dramatic improvements in their workflow. The sooner you start, the more deals you can convert to paying customers with MidFunnel's AI capabilities.
Have questions or feedback? We'd love to hear from you! Reach out to Hesh, Duli or Shavin.