Revenue Execution Connected to Delivery
A modern CRM that unifies pipeline management with delivery workflows and financial outcomes—so revenue is not just tracked, it is operationalized.
Visual Pipeline Management
Track deals through stages with required fields, governance, and clear probability weighting.
Sales Execution, Not Just Tracking
Everything you need to manage pipeline, close deals, and hand off to delivery.
Pipeline + Deal Management
Stages, activities, next steps, deal rooms—everything to move opportunities forward.
Account & Contact Intelligence
Full relationship history tied to work delivery and customer outcomes.
Forecasting & Revenue Health
Weighted forecasts, risk scoring, rollups by team, region, or product.
Automated Handoffs
Closed-won triggers onboarding projects, implementations, and renewals.
Sales Process Governance
Required fields, stage gates, audit trails, and standardized playbooks.
Integrations
Email/calendar sync, enrichment, and marketing automation connections.
From Revenue to Delivery in One Click
When a deal closes, don't export to a spreadsheet. Trigger implementation projects, onboarding workflows, and team assignments automatically.
- Auto-create delivery projects from deal templates
- Map deal fields to project tasks and owners
- Link deals to projects for bidirectional tracking
- Trigger customer success workflows on expansion
Stop Tracking. Start Executing.
CRM that connects to delivery and financial outcomes.