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The easiest way to enforce your sales process
in half the time
One collaborative workspace with next steps, notifications, CRM integrations, and more.
Implement the sales methodology of your choice, templatize your deal winning processes, and hold your reps accountable.
In half the time
In half the time
Collaborative workspace for every deal
Get yourself, your team and your client collaborating on a deal in one living workspace.
No more jumping between a million tools. Consolidate all of your call notes, action items, and marketing materials in one place.
Enforce your methodology for every rep on every deal.
Make sure nothing falls through the cracks, so you don’t lose winnable deals.
Assign tasks to every stakeholder involved
Send automatic email reminders
Increase adoption through simple-to-follow next steps
Create reusable templates for every situation and process
Create standardized sales processes that drives predictable growth. Make it foolproof for your reps to follow through.
One click template creation. One click template duplication.
Make your own template. Or steal from one of our pre-built ones.
Easily edit templates, so your whole team learns from one rep’s mistakes.
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Update Salesforce and Hubspot in seconds
Cut down on back and forth between apps, so your reps can update Salesforce in seconds.
Sync bi-directionally with Salesforce or Hubspot
Reps can update your deal in one click instead of 14
Your reps will start to love updating Salesforce within our tool
See buyer activity and deal engagement with interactive dashboards
Easily look into your deal to see where buyers are getting tripped up.
See which stakeholders viewed your workspace and when
See exactly which step champions are stuck on, so you can help them keep the deal moving
Use our deal engagement score to see which deals need to be saved