The next move, every morning

To Do lists the deals that need you, each with its reason and a suggested next move.

Each comes with a suggested next move, such as a new close date, or a follow-up email drafted for you to edit and send yourself.

Your overdue activities and today's activities are on the same screen.

Change the deal, and the draft changes

The follow-up is written from the deal record. Change the facts and the draft follows.

See what an automation would have done in the last 30 days Beta

Describe a rule. See on which deals it would have run in the last 30 days.

"When a deal is won, plan a thank-you call."

It stays off until you switch it on.