Platform · Tapestry
A CRM your reps don’t have to update.
Calls, emails, meetings, visits and signals write to the record on their own. Wren stages the changes, reps approve them, and every person, company and deal stays current without anyone typing.
4ways to see a record
1record per customer
0fields typed after a call
Typing notes after calls
Friday forecast clean-ups
Duplicate records
Guessing where a number came from
ANATOMY OF A RECORD
Everything about a buyer, on one screen.
Open anyone and the page answers what a rep asks before every call. Six parts, all filled in by Workloom.
Read the 360 view guide →Brightpath▾
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Tapestry/Leads & Companies/Priya Nair
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99,996 credits
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PN
Priya Nair
On your site now☎ Call✉ Email◍ WhatsAppAdd to WeaveAdd task⋯
OWNERSam Rao
HEAT74 · rising
STAGEOpportunity · Discovery
OPEN PIPELINE$7,200
FIRST SOURCELinkedIn lead ad · Q4 CFO webinar
CONSENTNewsletter ✓ · WhatsApp not asked
LAST TOUCHToday 16:05 · website chat
OverviewTimeline · 48JourneyDeals · 1ConversationsFieldsSourcesConsent
Priya runs a team of 10 reps on HubSpot and asked about pricing for 10 seats in chat today. She came in from the CFO webinar ads, read three nurture emails, and was handed back to Sam two days ago. Her CFO, Meera, hasn’t been contacted. Suggested next step: send the security overview and invite Meera to Thursday’s call.
Draft the emailAdd Meera to the deal
ENGAGEMENT · LAST 8 WEEKS
EmailCalls and meetingsWebsiteSignals
KEY FACTS
Team size10 reps
CRM todayHubSpot
Buying forQ1 · replacing agency
CompetitorAgency
ƒ Days since first touch14
ƒ Touches · 30 days11
EVERYTHING THAT HAPPENED · ACROSS EVERY CHANNEL
◎
Chatted on the websiteAsked about HubSpot sync and pricing for 10 reps. Handed to Sam.
Today 16:05Harbour
↗
Visited 3 pages/pricing, /customers/northwind, /integrations/hubspot
Today 16:02Harbour
☎
Call with Sam · 18 minDiscovery booked. Transcript and Wren summary attached.
15 OctCall
☑
Handed back from nurtureRule 3 · pricing visited twice
14 OctNurture
✉
Clicked Education email 2“How teams forecast a quarter they can defend”
9 OctNurture
in
Submitted LinkedIn lead formQ4 CFO webinar · consent to newsletter
2 OctLead ad
BL
BrightlineSaaS · 120 people · brightline.io
Open pipeline$7,200
People known4 of 9
SignalsHiring 4 SDRs · 21 Sep
Account heat92
BUYING COMMITTEE AT BRIGHTLINE
PN
Priya Nair · Champion74MR
Meera Rao · Economic buyer · not contacted12VK
Vikram K. · Sales ops28AS
Anu S. · Rep9DEAL
Brightline · New businessDiscovery · $7,200
Close date20 Dec
Next stepCall Thu 16:00
SEQUENCES AND TRACKS
Education trackPaused · handed back
WeavesNone
TASKS☐ Send security overview · Sam · today
1
2
3
4
5
6
1Who they are and how to reach them, verified.
2Owner, heat, stage, pipeline, source and consent, at a glance.
3Wren’s summary and the next step, drafted.
4Engagement by channel, week by week.
5Every email, call, meeting, visit and signal, in one timeline.
6The company and its buying committee.
GO DEEPER
Three field guides to Tapestry.
Brightpath▾
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PN
Priya Nair
On your site now☎ Call✉ Email◍ WhatsAppAdd to WeaveAdd task⋯
OWNERSam Rao
HEAT74 · rising
STAGEOpportunity · Discovery
OPEN PIPELINE$7,200
FIRST SOURCELinkedIn lead ad · Q4 CFO webinar
CONSENTNewsletter ✓ · WhatsApp not asked
LAST TOUCHToday 16:05 · website chat
OverviewTimeline · 48JourneyDeals · 1ConversationsFieldsSourcesConsent
Priya runs a team of 10 reps on HubSpot and asked about pricing for 10 seats in chat today. She came in from the CFO webinar ads, read three nurture emails, and was handed back to Sam two days ago. Her CFO, Meera, hasn’t been contacted. Suggested next step: send the security overview and invite Meera to Thursday’s call.
Draft the emailAdd Meera to the deal
ENGAGEMENT · LAST 8 WEEKS
EmailCalls and meetingsWebsiteSignals
KEY FACTS
Team size10 reps
CRM todayHubSpot
Buying forQ1 · replacing agency
CompetitorAgency
ƒ Days since first touch14
ƒ Touches · 30 days11
EVERYTHING THAT HAPPENED · ACROSS EVERY CHANNEL
◎
Chatted on the websiteAsked about HubSpot sync and pricing for 10 reps. Handed to Sam.
Today 16:05Harbour
↗
Visited 3 pages/pricing, /customers/northwind, /integrations/hubspot
Today 16:02Harbour
☎
Call with Sam · 18 minDiscovery booked. Transcript and Wren summary attached.
15 OctCall
☑
Handed back from nurtureRule 3 · pricing visited twice
14 OctNurture
✉
Clicked Education email 2“How teams forecast a quarter they can defend”
9 OctNurture
in
Submitted LinkedIn lead formQ4 CFO webinar · consent to newsletter
2 OctLead ad
BL
BrightlineSaaS · 120 people · brightline.io
Open pipeline$7,200
People known4 of 9
SignalsHiring 4 SDRs · 21 Sep
Account heat92
BUYING COMMITTEE AT BRIGHTLINE
PN
Priya Nair · Champion74MR
Meera Rao · Economic buyer · not contacted12VK
Vikram K. · Sales ops28AS
Anu S. · Rep9DEAL
Brightline · New businessDiscovery · $7,200
Close date20 Dec
Next stepCall Thu 16:00
SEQUENCES AND TRACKS
Education trackPaused · handed back
WeavesNone
TASKS☐ Send security overview · Sam · today
FIELD GUIDE 01Read the field guide →
The 360 view
Every conversation, visit and signal on one person and one account.→The person, at a glance
→Every channel, one timeline
→The buying committee
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Tapestry/Leads & Companies/Sheet
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Companies · 1,646People · 4,539
TableSheetBoardMap
⇪ ImportExport .xlsx↶↷BFormat ▾Conditional colour ▾Freeze: 1 column+ Formula columnPivot
3 edits pendingReview changesApply to records
G2ƒx=ROUND([Open pipeline] / [Employees], 0)Formula column · saves as a calculated field
A
B
C
D
E
F
G
H
I
J
K
L
1
Company
Owner
Heat
Stage
Open pipeline
Employees
ƒ Pipeline per head
Last touch
Industry
Priority
Contract end
Notes
2
Quanta Freight
Sam Rao
88
Opportunity
21,000
350
60
2 h ago
Logistics
A
Mar 2027
Security doc Fri
3
Brightline
Sam Rao
92
Opportunity
7,200
120
36
Today
SaaS
A
Dec 2026
CFO not met
4
Northwind
Sam Rao
81
Opportunity
18,000
300
60
Yesterday
Fintech
A
Jun 2027
5
Kilo Labs
Maya Iyer
76
Opportunity
26,000
40
650
21 d
Dev tools
B
–
Stale
6
Pulley
Pooja Kale
61
Working
60
3 d
Fintech
B
–
7
Ledgerly
Pooja Kale
58
Working
150
Mon
Accounting
B
Jan 2027
8
Orbit Labs
Rohan Pai
47
Working
90
Never
Robotics
C
–
No owner
9
Tandem
Maya Iyer
34
Nurture
35
12 d
HR tech
C
–
Pivot
RowsOwner
ColumnsStage
ValuesSum of open pipeline
OwnerOpportunityWorking
Sam Rao$46,200–
Maya Iyer$26,000–
Pooja Kale–2 accts
Total$72,2003 accts
Edits in the sheet go through the same checks as the app: permissions, stage gates and the Activity log. Nothing saves until you apply.
Selection E2:E5Sum $72,200Avg $18,050Count 4
Hot this weekPeoplePivot · pipeline by owner and stage+
FIELD GUIDE 02Read the field guide →
The sheet view
A CRM that works like a spreadsheet, with formulas and pivots.→Any view, as a sheet
→Formulas that become fields
→Edit in bulk, safely
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Data health
Duplicates, gaps and stale records, with a fix for each.RulesSchedule a weekly check
OverviewDuplicates · 31Missing dataStale
82%Completekey fields filled
91%Emails verifiedof people with email
88Companies with no owner
FIX FIRST
Likely duplicates31 pairsReview
Companies with no owner88Route now
People with a bouncing email64Re-verify · 64 credits
Stale: no touch in 180 days402Move to nurture
Missing industry57Enrich · 57 credits
Merge: Leo Park96% likely the same
Same name, same company domain on the work email, phone matches a call log.Leo Park · from QuarryKeep as main
Emailleo@quantafreight.com
TitleVP Sales
Phone–
OwnerSam Rao
Deals1
L. Park · from SaaSBoomi import
Emailleo.park@gmail.com
TitleVP - Sales
Phone+91 98 0000 0133
Owner–
Deals0
Not the same personMerge
FIELD GUIDE 03Read the field guide →
Data quality
Imports, duplicates and a source on every field.→Imports that map themselves
→Duplicates, caught and merged
→A weekly health check
ONE RECORD, FOUR WAYS TO SEE IT
Work the way you think.
The same filters, permissions and fields in every view. Switch with one click.
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Companies · 1,646People · 4,539
TableSheetBoardMap
⇪ Import+ AddMY VIEWS
▤All companies1,646
▤My accounts212
▤Hot this week24
▤Imported · SaaSBoomi96
SHARED WITH TEAM
◫No owner88
◫Enterprise, India141
◫Lost on timing57
◫From the extension310
LISTS · FIXED MEMBERS
☰Q4 target accounts150
☰Webinar · CFO312
A view is saved filters, columns and sort that update live. A list has fixed members you add yourself.
Hot this weekUnsaved changesSave view
Group: Stage ▾Sort: Heat ↓Columns 10 / 107⋯
Heat ≥ 60 ✕Owner is me or my team ✕Last touch within 7 days ✕Source is any ✕+ Filter⚲ Ask Wren to filter
CompanyOwnerHeatStageOpen pipelineLast touchNext stepSignalsSourceƒ Per head
▾Opportunity6 companies$172,200
✓QFQuanta Freightquantafreight.com
SR
SR88Opportunity$21,0002 h ago · callSecurity doc · FriSeries BHiring SDRsQuarry$60BLBrightlinebrightline.io
SR
SR92Opportunity$7,200Today · chatCall Thu 16:00On /pricing nowLead ad$36✓NWNorthwindnorthwind.io
SR
SR81Opportunity$18,000Yesterday · emailProposal reviewSeries CImport · SaaSBoomi$60KLKilo Labskilolabs.dev
MI
MI76Opportunity$26,00021 d agoNone · stale–Extension$650▾Working9 companies–
PUPulleypulley.example
PK
PK61Working–3 d ago · Weave step 2Call FriOpened SG officeQuarry–LGLedgerlyledgerly.example
PK
PK58Working–Mon · LinkedInNote · step 3New VP SalesAndroid–OLOrbit Labsorbitlabs.exampleNo owner47Working–NeverRouteLaunchForm–
▾Nurture4 companies–
TDTandemtandem.example
MI
MI34Nurture–12 d · newsletter clickTrack · day 45–Manual–24 companiesavg 71sum $172,200avg $202
3 selectedAssign ownerAdd to listEnrol in WeaveAdd to nurtureEnrich · 3 creditsMergeExportAsk Wren
TableViews, groups, totals and bulk actions.
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Tapestry/Leads & Companies/Sheet
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Companies · 1,646People · 4,539
TableSheetBoardMap
⇪ ImportExport .xlsx↶↷BFormat ▾Conditional colour ▾Freeze: 1 column+ Formula columnPivot
3 edits pendingReview changesApply to records
G2ƒx=ROUND([Open pipeline] / [Employees], 0)Formula column · saves as a calculated field
A
B
C
D
E
F
G
H
I
J
K
L
1
Company
Owner
Heat
Stage
Open pipeline
Employees
ƒ Pipeline per head
Last touch
Industry
Priority
Contract end
Notes
2
Quanta Freight
Sam Rao
88
Opportunity
21,000
350
60
2 h ago
Logistics
A
Mar 2027
Security doc Fri
3
Brightline
Sam Rao
92
Opportunity
7,200
120
36
Today
SaaS
A
Dec 2026
CFO not met
4
Northwind
Sam Rao
81
Opportunity
18,000
300
60
Yesterday
Fintech
A
Jun 2027
5
Kilo Labs
Maya Iyer
76
Opportunity
26,000
40
650
21 d
Dev tools
B
–
Stale
6
Pulley
Pooja Kale
61
Working
60
3 d
Fintech
B
–
7
Ledgerly
Pooja Kale
58
Working
150
Mon
Accounting
B
Jan 2027
8
Orbit Labs
Rohan Pai
47
Working
90
Never
Robotics
C
–
No owner
9
Tandem
Maya Iyer
34
Nurture
35
12 d
HR tech
C
–
Pivot
RowsOwner
ColumnsStage
ValuesSum of open pipeline
OwnerOpportunityWorking
Sam Rao$46,200–
Maya Iyer$26,000–
Pooja Kale–2 accts
Total$72,2003 accts
Edits in the sheet go through the same checks as the app: permissions, stage gates and the Activity log. Nothing saves until you apply.
Selection E2:E5Sum $72,200Avg $18,050Count 4
Hot this weekPeoplePivot · pipeline by owner and stage+
SheetFormulas, pivots and bulk edits, applied safely.
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Companies · 1,646People · 4,539
TableSheetBoardMap
⇪ Import+ AddMY VIEWS
▤All people4,539
▤My prospects618
▤Verified email, not contacted1,204
▤Replied, no meeting37
SHARED WITH TEAM
◫Decision makers402
◫In a Weave now890
◫Nurture · hand-back ready14
◫Unsubscribed842
LISTS · FIXED MEMBERS
☰Q4 target accounts150
☰Webinar · CFO312
A view is saved filters, columns and sort that update live. A list has fixed members you add yourself.
Verified email, not contactedUnsaved changesSave view
Group: none ▾Sort: Heat ↓Columns 11 / 64
Email is verified ✕Title contains Head, VP, Director, Chief ✕Any of 3 conditions ✕50 to 500 people ✕Not unsubscribed ✕+ Filter⚲ Ask Wren to filter
PersonCompanyEmailPhoneOwnerHeatStageInConsentLast touchSource
PN
Priya NairHead of SalesBrightline✓ verified✓ directSR
SR74OpportunityEducation · pausedNewsletterToday · chatLead adLP
Leo ParkVP SalesQuanta Freight✓ verified✓ mobileSR
SR88OpportunityWeave · step 3Not asked2 h · callQuarryMR
Meera RaoCFOQuanta Freight! catch-all– noneSR
SR40Working–Not askedNeverExtensionDC
Daniel ChoRevOps LeadNorthwind✓ verified✓ directSR
SR81Opportunity–NewsletterYesterdayImport · SaaSBoomiAM
Arjun MehtaHead of RevOpsKilo Labs✓ verified✓ WhatsAppMI
MI66Opportunity–WhatsApp21 dAndroidLO
Lena OrtizFounderTandem✓ verified– noneMI
MI34NurtureRe-engagement · day 45Newsletter12 dManualSI
Sam IyerVP SalesLedgerly✓ verified✓ directPK
PK58WorkingWeave · step 3Not askedMon · LinkedInExtensionFilters1,204 people match
WHEREEmailisverified⋯
ANDTitlecontains anyHead, VP, Director, Chief⋯
AND ANY OF THESE
Company · signalin the last30 days⋯
ORVisitedpage contains/pricing⋯
ORƒ Emails sent · 90 daysequals0⋯
ANDCompany · employeesbetween50 and 500⋯
ANDConsent · Newsletteris notunsubscribed⋯
+ Condition+ Group+ From a formula
Save as viewSave as audienceMake a fixed listAsk Wren instead
FiltersNested conditions, saved as a view, audience or list.
Other ways to see the same records
Every view uses the same filters and permissions. Switch with the Table · Sheet · Board · Map control.BOARD · GROUPED BY STAGE, DRAG TO MOVE
New1
Orbit Labs90 people · form
47
–
Working2
PulleyWeave step 2
61
PK
LedgerlyLinkedIn note
58
PK
Opportunity3
Quanta Freight$21,000
88
SR
Brightline$7,200
92
SR
Northwind$18,000
81
SR
Nurture1
TandemTrack day 45
34
MI
Customer1
Foresight ASGSince Sep
70
SR
MAP · BY LOCATION, SIZED BY PIPELINE
42Bengaluru
18Mumbai
9Pune
23Dubai
7Singapore
VIEW SETTINGS · HOT THIS WEEK
Shared withIndia sales team · can use, not edit
Default forSam Rao, Maya Iyer
Columns12 of 107 · with 2 formula columns
RefreshesLive
Show only records the viewer is allowed to see
Notify me when a record enters this view
Board and mapDrag between stages, or see accounts by place.
HOW IT CONNECTS
Everything comes in. One record goes out.
Tapestry weaves every source into one record per customer, and every part of Workloom reads from it.
Quarry
CSV imports
Browser extension
Android app
Forms and lead ads
Website visits
Calls and meetings
Wren, from conversations
One recordEvery field tagged with where it came from
Weaves and outreach
Work session queues
Routing rules
Nurture and campaigns
Reports and forecast
Ask Wren
THE DIFFERENCE
What changes when the CRM keeps itself.
MOMENTA TYPICAL CRMTAPESTRY
After a callThe rep types notes, if they remember✓Wren stages the changes, the rep approves in one click
A new lead arrivesImported, then routed by hand✓Matched, enriched and routed in minutes
Where a number came fromNobody knows✓Every field shows its source and when it changed
The buying committeeNames in a notes field✓A map of roles, heat and who hasn’t been contacted
Spreadsheet workExport, edit, re-import, hope✓Sheet view with formulas, applied to records safely
DuplicatesFound at quarter end✓Caught on import, merged with one click, undoable
Before you switch.
Can we bring our records from another CRM?−
Yes. Import a CSV or connect HubSpot. The import maps your fields, catches duplicates and fills empty fields without overwriting a teammate’s data.
Does Wren change records on its own?−
No. Wren stages changes with the reason next to each one. A person approves, and the Activity log records who did.
Who sees which records?+
Can we keep HubSpot or Salesforce for other teams?+
See your pipeline update itself.
Bring a list, connect a mailbox, and watch the records fill in.