Opportunities
One history, not five channel logs.
Visited pricing. Agent emailed. Opened. AI call. Qualified. Meeting booked. Meeting held. Proposal sent. Proposal opened. In one column, in order, whatever channel each happened in — which is how a person actually reconstructs where a deal is.
Website behaviour sits beside the emails
A pricing visit two hours before a reply explains the reply. In separate systems, that connection is invisible.
Calls are in it, with what was said
A call appears as a call, with its transcript and its outcome. Not as a duration and a disposition code.
Agent and human actions are labelled
Every entry says whether an agent or a person did it. As agents do more of the work this stops being a nicety and becomes the only way to read your own history.
It is the handoff
When an agent hands a conversation over, this is what transfers. A person picks up a timeline rather than a cold thread.
Opportunities
The rest of this area.
Next action first. Stage second.
The workspace
Company, value, stage, owner, next action — and what it is waiting on.
Prospect intelligence
Who is worth attention now, with the reason attached.
Stages
Conventional stages, proposed rather than typed.
Reactivation
Your next customer may already know you.
Qualification
A recorded answer to a real question, not a score.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
Agents identify themselves on every call · Nothing commits without you · [email protected]