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Organize sales and customer onboarding in one shareable deal room. Map your deal flow and create client portals, proposals, follow-ups & onboarding checklists. 👉 B2B Deal Rooms 👉 Forms & workflow-automation 👉 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.
