Every conversation lands on the right deal.
Email and meetings from Mail and Calendar thread onto the account, the contact and the deal. When it closes, delivery starts from the same record.
- What changed
- Kickoff moved to Thu 3 Sep, 10:00
- Outstanding
- Nothing open in Support
- Delivery
- Advisory Engagement, due 20 Oct
- Next
- Send the agenda before Thursday
A pipeline in your own stages.
Stages, deals and forecasting that match how your team sells. B2B or B2C is picked once at onboarding, and every stage is yours to rename, reorder or cut.
Qualified opportunity $96,000
Discovery $148,000
Proposal $0
Verbal agreement $264,000
Won 3 deals
Every email and meeting, already on the record.
Mail and Calendar sync with Microsoft 365 today, with Gmail and Google Calendar in beta. Each email and meeting surfaces against the right account, contact and deal, so nobody logs a call after the fact.
- Email and meetings from Mail and Calendar in one timeline
- A briefing before each meeting, drawn from the account’s history
- A next step kept on every deal and account
Hand off without a handoff meeting.
A won deal is the start of the delivery record, not the end of one. A stage change can start the project, Finance reads the amount from the deal itself, and a ticket raised months later still resolves to the same account.
- Won deal, project created, kickoff scheduled
- Invoicing reads the deal rather than an export of it
- Renewal knows what delivery actually did
The apps sales would live in.
Every seat includes every app, so the inbox, the calendar and the pipeline come together.
Spend the day selling, not updating.
Cyril opens to founding members first, from late January 2027. They keep their price and get help moving in.
Or take the product tour first.