We measure how Frida is used so we can make it better. If you say yes, we may also store a random ID in your browser so we can see where you came from and recognise your visits over time. If you say no, we store nothing for statistics in your browser. Read about cookies
A deal board that follows your Outlook conversations
The first time you connect Outlook, Frida builds your board from the conversations already in your inbox. After that, new deals arrive as suggestions you approve with one tap, and when a customer replies, Frida suggests the next stage. You say yes or no. The board is made for small teams whose sales happen by email.
Connect OutlookOutlook
Havn & CoYes to your quoteHC
AsterRE: Framework dealAS
Lone KragWorkshop quoteLK
Henrik MøllerNew enquiry: leadership trainingHM
Nordlys BygQuestion about the proposalCan we talk price?NB
The conversation moves on. Frida suggests the next stage.
The board follows the conversations.You say yes to the changes.
The film shows the board from day one: Outlook is connected and the board fills with the conversations you already have, a new email becomes a suggestion you approve with one tap, the customer’s reply makes Frida suggest the next stage, and a quiet deal gets a follow-up ready.
Built from the conversations you already have in Outlook
New deals and stage moves wait for your yes
Court shows who wrote last, the customer or you
What a deal board is, and why it falls behind
A deal board is a kanban board for sales. Each deal is a card, and each column is a stage, from first contact to won or lost. It is your sales pipeline made visible: what is under way, and how far it has got.
Its weakness is that somebody has to move the cards. In a quiet week that gets done. In a busy week you answer customers first, and the board shows how things looked last week. The sale has moved on in the inbox, while the cards stay put.
How the board fills up and stays current
Five steps from the day you connect your mailbox. The first two happen once. The last three repeat every time something happens in a conversation.
1
You connect your mailbox in Outlook or Microsoft 365. There are no columns to set up and no customer list to import.
2
Frida reads the conversations you already have and puts the sales that are under way on the board. This happens once, and you can correct anything afterwards.
3
A new request lands in the inbox. Frida suggests a deal, with customer and thread already filled in. One tap creates it, and another says it is not a sale.
4
The customer replies, and you start talking about price and scope. The email goes onto the deal, and Frida suggests the next stage, for example from Contact to Negotiation. The card only moves once you have said yes.
5
The customer goes quiet after a quote. Frida writes a draft follow-up, and Court shows how long the customer has had the ball. You read the draft and send it yourself.
What Frida does by itself, and what waits for your yes
Frida reads, sorts and prepares. Whatever moves a deal or goes out to a customer is your decision. That is how the work is divided once the board has been built the first time.
Frida does this by itself
Reads your Outlook mailbox and sorts out newsletters, automatic notifications and internal mail.
Puts an email on the deal it clearly belongs to, so the history is in one place.
Keeps count of who has the ball on every deal, and how long it has been there.
Writes the draft of a follow-up when a quote has gone quiet.
This waits for your yes
A new deal. It arrives as a suggestion, unless you have chosen to have the deals Frida finds created directly.
A stage move. Frida suggests the next stage, and you approve or decline.
A follow-up. The draft stays where it is until you have read it and sent it yourself.
An email Frida is unsure about. It is not linked to anything until you have answered one short question.
Seven fixed stages and nothing to set up
A deal is always in one of seven stages: Contact, Negotiation, Agreement, Payment and Active while it is under way, and Won or Lost once it is closed. The stages are fixed. You cannot rename them or build a pipeline of your own, and in return there is nothing to configure.
Contact: the first conversation is under way, and there is no concrete quote yet.
Negotiation: the quote has been sent, or you are discussing price and scope.
Agreement: you agree in principle and are waiting for a contract or a confirmation.
Three views of the same deals
The columns show how far each deal has got. They do not show who is waiting for whom. So you can see the same deals in two more ways, and both are read from your email without you typing anything in.
The columns: one card per deal under the stage it is in. This is the classic pipeline view.
Court: every open deal at once, split by who wrote last, the customer or you, and how long ago that was.
Trail: one deal over time, drawn as blocks on two rows. The wider a block is, the longer the ball lay with one of you.
Comparison
Frida or the board where you move the cards yourself
A spreadsheet with a row per customer, or a board of cards you drag around yourself, can show the same thing as Frida’s board. The difference is who keeps it current, and what it knows about the conversation behind the card.
Criteria
Frida
Spreadsheet or card board
Where the card comes from
From the conversation in your Outlook. Frida builds the board the first time and suggests each new deal after that.
You create it yourself when you remember, and type in the customer and the subject.
Who moves it
Frida suggests the next stage when the conversation has moved on, and you say yes or no.
You drag the card or edit the cell every time something has happened.
When the customer goes quiet
Court shows how long the customer has had the ball, and a follow-up draft is ready.
The card stays where it was. Nothing tells you that two weeks have passed.
What is on the card
Title and customer from the conversation, and Trail as one line. The email thread is behind it when you open the deal.
What you wrote yourself. The email is somewhere else.
When the week is busy
The email is still read, and the suggestions wait until you have two minutes.
The board is the first thing that does not get updated.
Setup
You connect Outlook. The stages are fixed, and there are no columns to build.
You choose the columns and fields yourself. That is freer, and keeping them up is your work.
Questions people ask about deal boards and sales pipelines
What is a deal board?
A deal board shows the sales you have under way. Each deal is a card, and the columns are the stages from first contact to won or lost, so you see your whole sales pipeline at once. An automatic deal board like Frida’s is built from the conversations in your Outlook. Automatic here means that Frida reads and suggests. The cards do not move unless you have said yes.
Does Frida move my deals between stages by itself?
No. When a conversation has moved on, for example because you have sent a quote or the customer has said yes, Frida suggests the next stage. The deal stays put until you have approved the suggestion, and you can decline it too. Emails that clearly belong to the deal are added to its history along the way, but Frida does not touch the stage without your yes.
Can I create and move deals myself?
Yes. You can create a deal by hand or from emails you pick yourself, and you can move it by dragging the card to another column or by changing the stage on the deal. Title and price can be edited directly. Frida does not undo what you have moved. At most it suggests a new stage later.
Which stages does the board have, and can I change them?
There are seven. Contact, Negotiation, Agreement, Payment and Active are for a deal that is under way, and Won and Lost are the two outcomes. The stages are fixed: you cannot rename them, add your own or build more pipelines. Frida has no forecasting, custom objects or marketing automation either. If you need those, a broader CRM is a better fit.
What happens if Frida gets it wrong?
You decline a suggested deal that is not a sale with one tap, and a suggested stage the same way. When Frida is unsure which deal an email belongs to, it does not link the email to anything. It asks you one short question, and if you answer no, it does not ask the same thing again. If a deal is in the wrong stage, you move it yourself.
Does the board work with anything other than Outlook?
No. The board is built from the email in an Outlook or Microsoft 365 mailbox, and other email systems cannot be connected. That is a deliberate choice. If your customer email lives somewhere else, Frida has nothing to build the board from, and a board you fill in yourself is the better choice. The app itself opens in the browser and on Mac, Windows, iPhone and Android.
Try an example without signing in, read the practical steps, or see how to connect your own email sources.
An unanswered quote
Follow a deal from its first email to new information and an updated next step. See what Frida brings together for you and what needs your decision. Fictional example data; no AI analysis or sending in the demo.
Why your CRM never gets updated (and what to do instead)
Your CRM does not get updated because it asks you to do the work twice: first the conversation with the customer by email, then the same thing again in another system. When delivery fills the week, the customer wins over the data entry every time. The fix is not more discipline but an overview built from the conversations you are already having.
Frida finds the sales opportunities in your Outlook conversations, keeps them up to date and prepares the follow-up. You type nothing in, and nothing is sent before you have read it.
