For sales teams
Every deal tracked. Every follow-up done.
A clear pipeline, full customer context and tasks that create themselves, so your team can spend its time selling.
The challenge
What slows sales teams down
Deals go quiet
Nobody notices until the opportunity has gone cold.
Context is scattered
The last email is in one place and the notes are in another.
Forecasts are guesswork
The numbers depend on who you ask and when.
Handovers lose detail
A new owner starts from scratch.
Capabilities
What helps you close
Pipelines and stagesDrag deals forward, with a stage probability on each.Weighted forecastSee open pipeline, forecast and win rate at a glance.Customer 360Read the whole relationship before you call.ConversationsEmails and notes tied to the contact and deal.Booking linksLet prospects choose a meeting time.QuotesCreate a quote from the deal.
Example workflow
Follow-ups that create themselves
When a deal reaches Proposal, the follow-up is scheduled for you, and the deal owner sees it in their tasks.
Proposal follow-up
WhenA deal moves to Proposal
ThenCreate a task to follow up in 3 days
ThenAdd a note to the deal
Today’s priorities, in order
Tasks are sorted by what matters: overdue first, then by priority or deal value, each linked to its deal.
Give your pipeline the attention it deserves.
Discover a smarter way to manage, market and grow your business.