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AI Powered
Mutual Action Plan
Transform the buyer experience. Build stronger customer relationships and boost deal conversion rates.
1
Create Mutual Plan
2
Assign Tasks
3
Share With Clients
Map the Deal Cycle, Break Projects Into Stages
Reduce repetitive work. Create templates for customer onboarding, project kick-off, or renewals and reuse it to save time and increase efficiency.
Always Know What is The Next Step
Establish a collective action plan with your buyers to navigate the process to its final stages faster.
- Manage Tasks
- Set Alerts & Reminders
- Track Activity
Organize and Track Requests In Boards
Optimize ticket management with automated workflows: resolve requests faster and save time.
- Task Status Tracking
- Agile Boards
- Workflow Automation
Accelerate Time-To-Value Deliver Results Faster
Win more deals by engaging buyers throughout the entire sales process, from initial opportunity to a finalized deal.
Level-Up Your B2B Collaboration and Win More Deals
Choose the better way to collaborate.
Proposal (Agency)
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Demo Follow-Up (Agency)
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Proposal (SaaS)
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Demo Follow-Up (SaaS)
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Project Overview (Agency)
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Pre-Built Deal Room Templates
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Streamline client collaboration.
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