A - Focus On Deals That Matter

Which deals need my attention today?

Dive-In, Without The Digging

What's the next best action for VanLo?

Creating Collateral, Made Easy

Draft an ROI business case for James.

Show Up Ready, Even With Back To Back Calls

Prep me for my meeting with James.

Post-Meeting Tasks? Done. Next Meeting, Please!

Send James a follow-up with next steps.

Custom Views, Clear Priorities

See only the deals you need.

Cut through the clutter with custom views—filter by deal stage, close date, amount, and more to focus on exactly what matters right now.

Prioritise with visual highlights

Flag deals that need attention—upcoming close dates, overdue, stalled, missing info, at risk, or even your custom criteria.

Prefer Kanban? We got you

Bring your pipeline to life—track progress visually, prioritize at a glance, and stay in control as deals move through stages.

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