Deals & CRM
Track every deal, company and contact, switch between list and board views, and keep tasks moving.
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Deals & CRM
Track every deal, company and contact, switch between list and board views, and keep tasks moving.
Open the guide →
Deal Cockpit
Your per-deal command center: approve the Shadow’s drafts, build quotes, and act on flags.
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Buyer Space
Build a branded Deal Room for each deal, share it with the buying committee, and see how they engage.
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Settings & admin
Invite your team, set roles, connect your CRM, Slack and email, and configure deal flows and pricing.
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