From First Call to Closed-Won.
Manage complex deals with multi-stage pipelines, estimates, and one-click invoicing. Every touchpoint tracked — calls, emails, WhatsApp, and meetings.
Every Tool to Win the Deal
Pipeline management, proposals, call intelligence, and invoicing — the complete AE toolkit.
Multi-Pipeline Deals
Manage enterprise deals across custom pipeline stages. Separate pipelines for new business, renewals, and partnerships — each with unique stages and rules.
Estimates & Quotes
Create professional proposals, get client sign-off, and convert to deals. Line items, terms, and branding carry through the entire quote-to-cash flow.
Call Intelligence
Voice AI records, transcribes, and summarizes every sales call. Key moments, objections, and action items are extracted automatically.
Full Communication History
Every email, call, WhatsApp message, and meeting on the deal timeline. See the complete story of every deal — no missing context.
AI Deal Insights
AI predicts close probability, flags stalled deals, and suggests next actions. Know which deals need attention before they slip.
One-Click Invoicing
Close a deal, generate an invoice, send a payment link — in seconds. The full deal data flows into the invoice automatically.
Never Lose Context
No more digging through email threads for that pricing conversation. No more recreating proposals from scratch. Every touchpoint lives on the deal timeline.
CRM for Account Executives — Frequently Asked Questions
Close Bigger Deals, Faster
Multi-pipeline management, AI insights, and quote-to-cash in one CRM. No credit card required.