Everything you need to
work as a team.
Sarah
2m ago
Budget confirmed at $45k 馃帀
Mike
1m ago
Great! I'll send the proposal today.
Team comments
Discuss deals in context with
threaded conversations.
Sarah
just now
@Mike can you review the contract before EOD?
@mentions
Tag teammates to get their
attention on important updates.
Real-time presence
See who's viewing and editing
deals in real-time.
Collaborate on everything,
all in one place.
In Progress
3Acme Corp
$45,000
Dec 15, 2024
TechStart
$28,000
Dec 15, 2024
Won
2GlobalFin
$92,000
Dec 15, 2024
MegaCo
$65,000
Dec 15, 2024
Proposal
2StartupX
$34,000
Dec 15, 2024
DataFlow
$52,000
Dec 15, 2024
Collaborative pipeline
Work on deals together and see
changes from your team in real-time.
Deal requirements
Team updates:
- @Sarah added pricing details
- @Mike updated technical requirements
Everyone on the team can add context, tag teammates, and keep deal notes up to date in real-time.
Collaborative notes
Edit notes together in real-time and
keep everyone on the same page.
Collaborative tasks
Assign tasks to teammates and track
progress together on every deal.
Onboarding process
10:08
Collaborative calls
Share call recordings with your team
and review important moments together.
Three ways to
stay connected.
Just finished the call. They're ready to sign!
Great! Let me send the contract.
Perfect, I'll follow up tomorrow.
Sounds good!
Sarah mentioned you
Acme Corp 路 2m ago
Mike assigned you a task
TechStart 路 15m ago
Alex replied to your comment
GlobalFin 路 1h ago
Sarah moved deal to Won
Acme Corp 路 2m ago
Mike added a note
TechStart 路 15m ago
Alex completed task
GlobalFin 路 1h ago