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Features

The core workspace for individual sales work.

Grouped around the real daily sales workflow: organize the client, move the opportunity, remember the follow-up, and measure momentum.

Capture

Clients and contacts

  • Business and individual clients in one unified model.
  • Contacts link to clients with email, phone, title, notes, and follow-up dates.
  • Client pages show related opportunities, tasks, notes, files, activity, and revenue.

Atlas Freight

Jordan Hale, Operations Manager · 3 tags

Priority: high · Status: estimate sent

Organize

Opportunities and pipeline

  • Stages: New, Contacted, Qualified, Proposal Sent, Negotiation, Won, Lost.
  • Value, probability, expected close, closed date, won/lost reason, and notes.
  • Products & Services can attach to opportunities and inform value.
NewReviewQuoteComplete

Follow Up

Follow-up manager

  • Today, upcoming, and overdue queues for all open work.
  • Follow-up and appointment queue with type filters, reminder status, and device-calendar export.
  • In-app, email, and text reminder delivery status.

Follow-up scheduled · 11:00 AM

Email draft pending · Northline

Meeting done · transcript summarized

Communicate

Files, notes, and memory

  • Attach proposals, quotes, photos, estimates, contracts, and documents.
  • Capture pinned notes and timeline context per client, contact, or opportunity.
  • Track important activity automatically as work changes.

Draft Follow-up: quote approval

Summarize Call notes saved to customer

Recommend Next action in 24 hours

Analyze

Analytics from real records

  • Pipeline value, closed revenue, win rate, close rate, and average deal size.
  • Monthly revenue, opportunities by stage, and follow-up completion.
  • Dashboard metrics update as opportunities and tasks change.

Grow

Solo and unlimited Workspace

  • Solo gives individual sellers the complete daily sales workspace.
  • Workspace removes record, follow-up, product, file, and analytics ceilings.
  • The product stays focused on one seller's clean daily workflow.

Solo: 50 clients

Solo: 50 open opportunities

Workspace: unlimited records

Full analytics