Your whole day, on one screen set
Eight areas, one navigation, one login. Moving between them is a change of view, not a change of system — so you never lose the thread you were holding.
What it actually looks like
Three moments from an ordinary Tuesday — and the screen each one happens on.
You open Today
Three tasks due, two calls booked, one deal that has not moved in eleven days, and where you stand against quota. Assembled overnight, not by you.
Today
You take the scoping call
The client page is already open: who is on the account, what was said last time, what was quoted. Afterwards the minutes write themselves into requirements.
Clients & meetings
You send the proposal
Estimation to SOW to proposal, all off the same record, on your team's templates, exported as a real .docx. Not a copy of last quarter's with the names swapped.
Agents & export
Eight screens, one navigation
No context switch costs you the thread. Every screen reads the same records, so what you saw on one is true on the next.
Today
Your first screen. Tasks due, meetings booked, deals that have gone quiet and targets you are behind on — assembled before you sit down.
Pipeline
Drag a deal across stages on the board, or work it as a table when you are reviewing twenty at once. Weighted value and health flags are on the card.
Clients & companies
One page per client: every contact, every thread, every document, every project.
Inbox & calendar
Your Outlook mail and events, in the workspace, linkable to the deal they belong to.
Meeting minutes
Structured, summarised notes per meeting — including who actually turned up.
Targets
Where you are against quota, this quarter, without rebuilding the spreadsheet.
Team
Who is on the account, what they can see, and who to hand it to when you are out.
Templates & export
Your team's estimation, proposal and SOW formats — out to DOCX and XLSX.
From first signal to signed work
Nothing is re-keyed between steps, because there is no handoff between systems to re-key it across.
It lands
Leads arrive from Odoo. Mail and calendar sync from Microsoft 365. You do not type anything in twice.
New opportunities come through the Odoo import rather than a paste from a spreadsheet, and the mailbox and calendar behind them sync on their own schedule. The deal exists before you open it.
You walk in prepared
A research brief builds the company and contact picture before the first call is booked.
Company and contact briefs come from web-grounded models and fill in the client record with what they find — so the first conversation starts from something, not from 'so, tell me about your business'.
You scope it
Meeting notes become requirements. Requirements become an estimate on your team's template.
Meetings are summarised into structured notes and requirements. Those requirements feed the estimation agent, which works against the template your team already uses rather than inventing a format you will have to reformat.
You send the work
Estimation, SOW and proposal generate off the same record — and export as real Word and Excel files.
Because all three documents read the same numbers, the proposal narrative cannot quietly disagree with the estimate behind it. No more discovering on the call that page 6 quotes an old rate.
You see what is actually moving
Stage health, deal signals and quota progress — on the deals, not in a spreadsheet you rebuild each Friday.
The pipeline monitor flags deals that have gone quiet, deal scoring weighs momentum against how long a deal has sat in its stage, and target progress rolls up per rep, per team and to the executive view.
It stays yours after signature
The won deal becomes a project with milestones, team and documents still attached to the client.
Nothing is handed to a different system at signature, so when delivery calls you three months later, the correspondence and documents are where you left them.
One record, kept honest
Continuity is not a feature bolted on top — it is what happens when there is only ever one copy of the thing.
The thread stays attached
An email linked to a deal shows up on the deal, on the client and in your inbox. Unlink it in one place and it unlinks everywhere, because there is only one link.
Documents know their deal
An estimation knows which opportunity it prices. A proposal knows which SOW it narrates. You never tell a document twice which client it is for.
History survives the win
Closing does not archive the deal into some other tool. When delivery has a question in March, the correspondence is still on the client page.