Sales & client work / Sales & account management
Every account. A clear next step.
Bring contacts, opportunities, discovery notes and internal handoffs into a sales process your team can follow.
The everyday friction
Where work gets
disconnected.
The relationship history is spread across people and inboxes.
Qualified opportunities stall during internal handoffs.
Managers cannot see which deals have a useful next action.
An illustrative workflow
Sales & account management
in practice.
No invented customer results. This example shows the process to discuss.
Open the full walkthrough ↗A referral becomes an account with an owner and two decision-makers.
The salesperson qualifies the opportunity and records the missing information.
An internal review prepares the team for a useful meeting.
A dated next action keeps the opportunity visible after the handoff.
Capability catalogue
The details behind
the workflow.
The following capabilities were identified in the existing source system. Your proposal defines the included edition, configuration and tested integrations.
Account workspace
- Companies and multiple contacts
- Multiple deals per company
- Assigned tasks and follow-ups
- Account activity history
- Search across CRM records
- Saved-view code
- Pipeline boards and record pages
Sales execution
- Today workspace
- Sales Desk discovery briefs
- Audit-request handoff
- Meeting preparation and outcomes
- Approved templates
- Questionnaires and onboarding
- Leadership-controlled commercial actions
Email and calendar
- Per-user Google connection
- Full Gmail thread and attachment handling code
- Reviewed compose and reply
- Explicit sharing to CRM records
- Optional mailbox matching
- Calendar availability and invitation workflows
Campaigns
- Audience selection and email deduplication
- Recipient previews
- Human-reviewed AI drafts
- Scheduled send queue
- Signed event webhook verification
- Unsubscribe and suppression
- Uncertain-delivery handling
- Campaign cap of 500 recipients
Integrations and access
- Passwordless work-email login
- Role and ownership checks
- OAuth/MCP tool connections
- Chrome companion context
- Asana task and Trello connection code
- Drive workspace
- Qwilr draft adapter
- Push-notification worker
See the shape of it
A clearer conversation
starts with context.
The source system contains account, pipeline and review workflows. A demonstration and proposal establish the exact configured edition.
View the illustrative workflow ↗
Implementation & fit
Define your version
before rollout.
Email, calendar, proposals and campaigns depend on agreed providers and account permissions.
When another tool may be a better fit
Teams looking only for a low-cost contact list, or requiring immediate enterprise CRM parity.
Useful success measures
- Follow-ups completed on time
- Deals with a dated next action
- Time from qualification to handoff
- Campaign rejection and unsubscribe rates
Measures to agree and establish a baseline for; no performance result is promised.
Common questions
Before we talk.
Can I sign up and use every feature immediately?
These are configured implementations. We first agree the edition, scope and required integrations. The catalogue describes source capabilities, rather than an instant subscription entitlement.
Can this use my branding?
Branding, domain, user access and customer data boundaries can form part of the implementation brief. We confirm what is supported and test it for the agreed edition.
What should I bring to the first conversation?
Where do good opportunities most often stall in your current sales process? A short description is enough to begin; please do not send customer records or credentials.