Product
Everything your team needs, in one place.
Companies, contacts, deals, finance, and marketing in one platform, with agents that keep records current.
Welcome back
What you have closed, what is still in play, and what needs you today.
Closed won vs. new pipeline
Last six months, by the month a deal closed or was created
Open pipeline by stage
Where the value sits right now
- Demo booked12$42.3K
- Qualified to buy11$61.8K
- Decision maker in9$47.9K
- Contract sent6$34.4K
Performance metrics
Companies added, payment value received, and contacts added over the last six months.
$28,400 received
Monthly workspace totals · USD · last six months
Deals in progress
The largest open deals, and how long each has sat in its stage
| Deal | Stage | Value |
|---|---|---|
Northwind renewal Northwind · 2d ago | Contract sent | $14.5K |
Contoso expansion Contoso · 3d ago | Decision maker in | $9.8K |
Fabrikam pilot Fabrikam · 6d ago | Qualified to buy | $6.4K |
Overdue tasks
1 task past due
Send revised pricing
Contoso expansion
Your recent activity
Every note, task and stage change you have logged
| Activity | Company | Deal | Who | When |
|---|---|---|---|---|
| Moved to Contract sent | Northwind | Northwind renewal | Ava Chen | 2d ago |
| Contoso procurement review | Contoso | Contoso expansion | Marcus Hale | 2d ago |
| Proposal sent to Fabrikam | Fabrikam | Fabrikam pilot | Priya Nair | 4d ago |
Hours back every week. Your team reviews the result.
A team agent reads your pipeline, writes the weekly report, and posts it to your channel. Every step shows in the run, and the result stays on the record for your team to check.
- Read open deals38 deals in progress
- Compare stage changes with last weekWaiting
- Write the pipeline reportWaiting
- Post the report to the team channelWaiting
A sentence, answered.
Ask the Assistant about your workspace in plain language. Follow up in the same chat. It reads your records and answers with a table you can act on.
Sample data. The answers below are illustrative.
Ask about your workspace
One place for every customer.
Tell us about your team and the work you want to manage. We will set up a workspace together and help you connect your accounts.
Open pipeline by stage
Qualified to buy · $61.8K · 11 deals
- Demo booked12$42.3K
- Qualified to buy11$61.8K
- Decision maker in9$47.9K
- Contract sent6$34.4K