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By Use Case
Manage Pipeline
Forecast with confidence across direct and partner deals
Run your sales motion on a flexible pipeline that handles direct, co-sell, and partner-sourced deals — with reporting your team will actually trust.
Pipeline & forecasting
Kanban & table views
Fully customizable stages, fields, and saved filters per user.
Deal registration
Capture and approve partner-sourced opportunities with full audit trail.
Forecasting
Roll-ups by rep, team, region, and partner with weighted projections.
Approvals & gating
Discount, MDF, and stage-change approvals routed automatically.
Reporting
AI report writer
Natural-language prompts produce charts, tables, and narrative summaries.
Dashboards
Built-in dashboards for sales leaders, channel ops, and finance.
Exports
Schedule CSV/XLSX exports and share saved reports across the org.