Never find out too late. Stalled deals, risk, and overdue follow-ups — surfaced only when you actually need to know.
Toggle high-risk deals, stage changes, at-risk targets, weekly reminders, daily digests, and overdue follow-ups individually.
Auto-delivers a stalled-deal roundup every Monday at 9am, and a day-over-day change summary every morning at 8am.
Lists overdue deals with a one-click snooze right from the list.
Reminds you about deals with no contact for a set number of days after a quote goes out.
Warns about missing required fields before you mark a deal won or lost.
Rolls up new/removed deals, stage changes, and amount swings since your last check.
Lists changed deals as unread until you review them, then marks them read.
See a full log of every desktop notification the extension has sent.
Manually send a won/lost summary for your current filters to Slack or Teams.
Shows a toast suggesting you log a follow-up ToDo the moment a stage changes.
Lists open opportunities that currently have no next action scheduled.
Side Panel Mode keeps the Account Summary one click away from the toolbar, any time.