Deals
A pipeline that knows when it went quiet
Stages you define, a board you drag, and a deal that already knows when it last heard from them.
A deal carries the people and the company on it, so the board is not a separate thing you reconcile with reality. It is the same records, arranged by stage. And because every conversation attaches itself, the deal knows when it last heard from them without anyone updating a field.
What a deal holds
- Money and time
- Amount, currency, close date, start date, billing cycle, contract term, priority.
- The people
- Every person and company attached, with their roles. Champion, decision maker, blocker.
- Products
- Line items from the catalog, which the order form and the invoice reuse.
- The source
- Where it came from: a form, a sequence, a partner, a rep.
The stage strip
One card per stage with its count and value. Click a stage to filter the list to it. Several pipelines, each with its own stages, for a team that sells two ways.
The board
Drag a deal between columns and the stage changes. A column shows its total. A card shows the amount, the close date, the owner and the people.
The table
Name, stage, amount, priority, source, referred by, start and close dates, people. Sort by any of them. Filter to a rep, a quarter, a size. Save the view.
Last touch
The last real touch across email, meetings, calls, LinkedIn, WhatsApp and SMS. Not the last time a field was edited. This is what lets the brief say a deal has been quiet for eleven days and be right.
On the deal page
- The Brief: roles, threads, paperwork, where it is going. Catch me up: this week.
- Conversations across everyone on the deal.
- Documents: the contract, the order form, the invoice it spawned.
- A shared plan, if you run one with the customer.
Around deals
The parts of the workspace this one works with.
The Brief
A short read of your history with a person, a company or a deal. Written by the agent, kept as bullets, with a history.
Before a call, you want to know where things stand without reading forty threads. The Brief is that: roles, threads, paperwork, where it is going. It sits at the top of the Overview tab on every person, company and deal.
Catch me up
Where you left off, what they are waiting on, what the open task is for, and the next step.
The Brief is the history. Catch me up is this week. It answers four questions and nothing else: what did I last say, what are they waiting on, what is the open task about, what happens next.
Select everything a filter matches
Filter a list, select all of it, act on all of it. Not just the page you can see.
Selecting the fifty rows that happen to be loaded was never what you wanted. Now a selection can mean everything the filter matches, however many that is.
Questions
Can I forecast?+
The strip totals each stage, and the Pipeline report shows values, conversion and expected close by month.
What closes a deal?+
Moving it to a closed stage. Closed Won can trigger a workflow: create the customer, send the onboarding plan, notify the channel.
Can the assistant move stages?+
Yes, and it can do it from the brief: a suggested stage change is one tap.
Can I turn it off for a record?+
Collapse the card. It stops refreshing until you open it again.
Who sees the same brief?+
Everyone with access to the record. It is written from the workspace’s history, not one person’s.
Why is it empty on a new record?+
Nothing has happened yet. It appears after the first conversation.
Can I ask for it in chat?+
Catch me up on Lana in the assistant gives the same four answers.
Is there an undo?+
Bulk edits are logged in Member activity with what changed. A status change can be reversed with the opposite filter.
What is the limit?+
None. The action runs in the background for a large set and reports when it is done.
Try deals on your own data
Connect your email, then open a person. Most of the product shows up on that one page once the mail is in.
More in Records
People, companies, deals and customers, with every conversation attached.
Every person is a live mirror of their LinkedIn profile. It updates itself every time you visit.
The people, their roles, the deals, the paperwork, the conversations, and who is hiring for what.
MRR, subscriptions, past-due state and payment history from Stripe, next to the conversations.
A name and a company is enough. Verification checks deliverability instead of guessing a pattern.
Typed fields, whole tabs, cards, tags, statuses and personas. They filter, they merge into mail, they show in lists.