Work Management Software for Sales Teams

Keep the promises around the deal moving.

Coordinate proposals, account preparation, and handoffs in one place. Give sales and delivery teams a shared view of the work needed to serve a customer.

Get started with your team ↗View plans

A practical starting point

Prepare a customer proposal

01
Capture the customer requirements and open questions in Docs.
02
Assign proposal, review, and follow-up tasks with owners.
03
Discuss the final handoff in Chat with the relevant records attached.

Reduce repeated briefings between the people preparing the proposal and those delivering the work.

Tools for this workflow

Docs ↗

Collaborative docs software that keeps the brief beside the work.

AI Problem Solutions ↗

Use AI problem solving to turn business tasks into reviewed solutions.

Chat ↗

Team chat software that keeps conversations with the work.

Before you get started

Does this replace a CRM?

These workflows cover sales coordination and delivery handoffs. Evaluate CRM requirements such as lead capture, forecasting, and integrations separately before replacing an existing system.

How should we evaluate the time and cost savings?

Run a familiar workflow and compare setup, coordination, review time, and the finished result with your current process. Include subscription and AI usage costs. Savings depend on your team's work and the tools you can actually replace.