Receive notifications on WhatsApp.
Record sent follow-ups and blockers on each prospect activity.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Show deal-to-quote differences before sales approval.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Send rejection comments to the proposal owner after your review.
Your proposal owners get the rejection reason and a link in private chat, so they know what to revise before resubmitting.
Bring unclear offer rejections to the sales lead for review.
Get a thoughtful sales email reply in your private chat, with the prospect's reason and offer context close at hand before you send it.