Crm

A focused sales workspace for the conversations and decisions that move revenue today.

Todays revenue brief

$254K can move forward this week.

Three high-value opportunities are waiting on a clear next action. Start with the executive recap for Northstar.

Priority deal desk

The next best action for your highest-impact conversations

Northstar Labs

Northstar expansion

$84K

SignalHigh confidence

TimingClose Sep 12

Next: Send executive recap

Vertex Labs

Automation rollout

$42K

SignalNeeds attention

TimingClose Sep 18

Next: Complete security review

Vexui Systems

Platform upgrade

$128K

SignalDecision pending

TimingClose Sep 05

Next: Confirm legal approver

Relationship signals

Accounts changing in health this week

Northstar LabsExecutive sponsor engagedPositive
Vertex LabsSecurity review delayedNeeds attention
Harbor HealthUsage fell 18%At risk
Vexui SystemsLegal review startedProgressing

Opportunity map

Bubble size indicates deal size; position shows confidence and value

Todays calendar

Keep the right conversations moving

  1. Discovery call
    Kinetic Systems
  2. Proposal review
    Northstar Labs
  3. Security follow-up
    Vertex Labs
  4. Renewal check-in
    Harbor Health

Pipeline check

Coverage by stage, without the usual funnel

Discovery42 deals$286K2.1
Proposal34 deals$354K2.7
Negotiation21 deals$282K2.3
Contract9 deals$178K1.8

Conversation intelligence

The sales conversations with the clearest next move

3 signals today
Northstar Labs09:12

Proposal reopened twice after the executive recap.

Strong intent
Vertex Labs10:40

Security owner asked for an architecture review.

Technical blocker
Vexui Systems12:15

Legal approval received from the procurement lead.

Ready to close

Buying committee coverage

Stakeholders mapped across your priority opportunities

Northstar expansion4 of 5 stakeholdersEconomic buyer missing
EBCHITFNLG
Platform upgrade5 of 5 stakeholdersFull committee mapped
EBCHITFNLG
Automation rollout3 of 5 stakeholdersChampion needs support
EBCHITFNLG
Workspace consolidation2 of 5 stakeholdersMulti-thread this week
EBCHITFNLG

Lead routing quality

How quickly new demand reaches the right owner

Under 5 minutes428 leads84%
530 minutes56 leads11%
Over 30 minutes24 leads5%
Routing win: response time improved by 7 minutes after territory automation.

Renewal watch

Accounts up for renewal next

Sales coaching moments

Behavior signals that help the team convert the right conversations.

Follow-up gap

9 high-value deals have had no activity for 5+ days.

Call quality

Discovery calls with 3+ questions have a 22% higher proposal rate.

Single-threaded risk

6 opportunities rely on just one contact.