Sell & collaborate
Associate deals with the people and organizations involved, track their value, stage, and close date, and keep the conversation context beside the opportunity.
Sales dashboard
This month$86K
Open pipeline
12
In pipeline
4
Follow-ups due
3
Closed
Pipeline stages
Needs attention
Harbor Equity
Follow-up overdue
Orion Capital
Demo scheduled · Friday
Sales
Sales
Quick answer
Associate deals with the people and organizations involved, track their value, stage, and close date, and keep the conversation context beside the opportunity.
How it works
01
Add the deal value, expected close date, and the people or organization involved.
Deals & pipeline
Opportunity created
Create the opportunity
02
Update the stage as the conversation develops and the next commitment becomes clearer.
Deals & pipeline
Stage updated
Move it through the pipeline
03
Use the relationship context, tasks, and recent activity to decide what should happen next.
Deals & pipeline
Next move visible
Keep the next move visible
Why it matters
The opportunity is connected to the people, company, notes, and history behind it.
The opportunity is connected to the people, company, notes, and history behind it.
Value, stage, and close date give sales work a consistent structure.
Tasks and recent activity make stalled opportunities easier to spot.
Next step
Start free and try it with your next contact.