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Home/Features/Mutual action plans & deals

A plan both sides can see.

A close plan both sides can see, and a light pipeline that shows what is open, what is stalled and what is worth.

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Deals
Every deal, its rooms, and how warm the buyer is — in one place.
New deal
PipelineContactsCompanies
Open pipeline $238,000 across 5 open dealsWarmthClose dateSearch deals…Edit columns
New 1$18,000
Initech pilot$18,000
Initech
Cold2d ago2d in stage
PNSemih O.1
Qualified 2$69,500
Globex renewal$42,000
Globex
Warm3h ago6d in stage
DOSemih O.1
Umbrella SOW$27,500
Umbrella
No buyer activity yet9d in stage
SOSemih O.1
Proposal 1$54,500
Northwind Q3$54,500
Northwind
High Intent2m ago3d in stage
MCSemih O.1
Negotiation 1$96,000
Acme expansion$96,000
Acme
High Intent1h ago1d in stage
SOSemih O.1
Won 1$74,000
Stark onboarding$74,000
Stark
Wonclosed
DOSemih O.1

Close, in practice

Put the mutual action plan on the page: ordered steps, an owner on each side, due dates and a target close. Buyers watch it move in real time. Behind it, a deliberately light pipeline — custom stages, owners, close dates, time in stage and team comments — rolls buyer engagement up from every linked room. Not a CRM, on purpose.

Try it free

What is included

  • Mutual action plan on the buyer page
  • Owner side, due date and completion per step
  • Drag-and-drop pipeline with custom stages
  • Deal-level engagement rollup and last activity
  • Stakeholders, comments and time in stage

Next

Teams & brand →

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