Don't leave your winning plays and best comebacks locked in one rep's head. Deal-level knowledge management, and a knowledge base your whole team builds together.
Build a shared library of differentiation points and talk tracks, organized by competitor.
Captures competitor-agnostic objections and the responses that work, as shared knowledge.
Captures what to do at each stage as shared knowledge, so nobody has to guess.
Save boilerplate emails by sales phase, and generate a draft by filling in deal data.
Fill a template with deal data to draft proposal text — including bulk generation across multiple deals.
Track qualification against the leading frameworks with a simple checklist.
Track each stakeholder's title, influence, and stance (champion / neutral / opposed).
A lighter-weight checkbox TODO list, scoped to a single opportunity.
Track a multi-step call/email plan and its progress.
Record what the next owner needs to know when a deal changes hands.
A structured record of the primary cause, competitors involved, and what to improve.
Copy memos, tags, checklists, and more from one opportunity to another.
Log and list each opportunity's next renewal date.
Attach a Zoom/Meet URL to a deal and get notified 15 minutes before it starts.
Surfaces past wins from the same affiliation or a similar amount.
Flags pairs of deals on the same account with near-identical names or amounts.
Estimates relationship length from the earliest creation date among loaded opportunities.
Add comma-separated tags from the memo editor and assign each one a color for visual emphasis.
Search saved memos by keyword across every opportunity.
One click back to whichever deal's memo you had open most recently.
Copy a summarization prompt for a long memo. Where supported, memos also save to `SFEXT_Memo__c` in Salesforce and sync across your team.
The Manager Dashboard and Leaderboard bring team and pipeline management into one screen.