Opportunities
One screen, and it tells you what to do.
Each opportunity shows its company, contacts, value, stage, owner, the agent working it, the last activity, the intent evidence, the objections raised, the expected decision date, any open service issue and the next action. The next action is the thing in bold.
Service issues appear on the commercial record
An open complaint shows on the opportunity, because it changes what the right sales action is. A salesperson who finds out afterwards has already made the call.
Objections are recorded as they are raised
Pulled from calls and replies, attached to the opportunity, and aggregated across the pipeline so a pattern is visible before it costs a quarter.
Expected decision date, from the customer
What the buyer actually said about their own timeline — not a forecast date somebody typed to make a report balance.
Value is one number with a source
Where it came from is visible: a quoted price, a meeting note, a proposal. A pipeline of estimated values nobody can trace is a pipeline nobody should forecast from.
Opportunities
The rest of this area.
Next action first. Stage second.
Prospect intelligence
Who is worth attention now, with the reason attached.
Commercial timeline
One history per account, across every channel.
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]