ActiveWonLostArchivedAll
ESC
Try asking · “deals over ₹50 L closing this month with no activity”
Object: DealsValue > ₹50,00,000Close date: this monthLast activity > 7 days
3 deals match · ₹8.84 Cr totalShow results
Try asking · “unassigned jobs today with an SLA under 2 hours”
Object: Field jobsTechnician: noneDate: todaySLA < 2 h
2 jobs matchShow results
AI actions
Create an automation from a description Draft re-engagement emails for stalled deals Start voice agent campaign for new leads Auto-dispatch today's unassigned jobs Check leave clashes next week Approve this week's timesheets
Quick actions
Invite people Change plan or seats
Workspace pages
Jump to
↑↓navigate↵open⌘Btoggle sidebar

New deal room

Start from a quote or a deal. The buyer gets a link to a branded page.

Plan step

Steps on the buyer side can be ticked off by the buyer in their room.

Side
SellerBuyerJoint

Invite a stakeholder

They get their own magic link, so you see who engages.

Close this room

The buyer keeps read-only access to what was shared.

WonLost