Organize sales and customer onboarding in one shareable deal room. Map your deal flow and create client portals, proposals, follow-ups & onboarding checklists.
š B2B Deal Rooms
š Forms & workflow-automation
š Documents & unlimited eSignatures
Amazing product. My use case is real estate, but it's perfect for any business that has onboarding, sales, or service proposals. Very user-friendly, both in terms of interface and in building the flows. Extremely versatile.
