A QUICK LOOK AT A BETTER CRM DAY
See the work.
Make the call.
Try an example approval, explore partner contributions, and see why a quiet deal needs attention. This tour uses illustrative data. Nothing is saved.
sals / northbound partnersExample workspace
YOUR AGENT DID THE PREP
Needs your reviewA new opportunity. With the context.
NC
Northbound Commerce
Shopify Plus migration
- Potential value
- $24,000 USD
- Referred by
- Loop Returns
- Proposed stage
- Qualified → Pitched
✦Capture agentEvidence attached
THE EVIDENCE, RIGHT BESIDE THE CHANGE
PR
Priya Raman
TodayRe: Your proposal
“Thanks for the proposal — $24k over three months works for us. Sending it to our CFO this week.”
Illustrative email · attached to this proposed change
You decide what lands. The agent cannot approve its own work.
MAKE ROOM FOR THE RELATIONSHIP
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