The CRM that speaks nothing else
Your pipeline lives in a tool that knows nothing about venues, crew rates, or feasibility. Every hand-off to operations is a re-keying exercise — and a lossy one.
Pipeline & Proposals
Win the event before the plan starts.
Leads, deals, and proposals in one pipeline — configured to how your team actually sells, with a commercial specialist that surfaces stalled deals with their citations. A won signature kicks off the event; production inherits the context.
Live
Selling the event and running the event shouldn't be two jobs.
Generic CRMs know nothing about venues, crew rates, or technical feasibility. Sales lives where the rest of the platform lives — so a won deal doesn't kick off a re-keying project.
Proposals the day before they're due
Templates live in shared drives, pricing lives in someone's head, and scope rides on the last email. The night-before scramble is a fact of life, not a bug to fix.
Stage transitions that mean nothing
"Qualified" means something different for every rep. "Committed" means something different for every executive. Pipeline hygiene decays into a Friday-afternoon ceremony.
Won deal, cold start
A signature lands. Congratulations. Now somebody re-types the counterparty, re-enters the dates, re-draws the budget shell, and re-builds everything a second time in the production tools.
A pipeline with teeth.
Every capability makes the deal-to-delivery hand-off shorter — and every number in the forecast traceable.
Configurable pipeline stages
Define the stages your team actually uses. Probability weights, required fields, and transition rules configured per-org — not hardcoded into a generic CRM.
Proposals wired to your assets
Proposal templates, line items, and T&Cs pull from the same catalogue sales uses for pricing. Send, track, and get notified on view and signature — no separate proposal tool.
Pipeline advisor with citations
A commercial specialist surfaces stalled deals, stage bottlenecks, and missing contacts. Every flag cites the underlying data — no black-box "AI score" on any deal.
Leads → deals → proposals
Capture leads, convert to deals, attach proposals — the lifecycle lives in one place, under one audit log, with one set of role-based permissions.
Won deals start the work
When a deal moves to a won stage, a mega-event is created, a draft budget is scaffolded, and the production modules inherit the context. No re-keying, no cold start.
Append-only deal history
Every stage transition, owner change, and amount edit logged to deal_events. Revenue forecasts reconcile against reality; pipeline drift stops hiding.
Connected by Design
Sales closes. The platform opens.
Sales doesn't just capture a signature — it sets up every downstream module with the right context. A won deal starts the event, seeds the first budget, and hands off the customer record without a re-keying round.
Outbound — events Sales publishes
SalesBudget
A won deal creates the project and scaffolds a draft budget with line items keyed to the proposal — so the first budget version is never a blank slate.
sales.deal.wonSalesInfrastructure
The event, venue list, and dates flow into Infrastructure — so Infrastructure opens already knowing what it is supposed to plan around.
sales.deal.wonA pipeline specialist, not autonomy.
The commercial specialist reads the pipeline and shows its work — the signals behind the flag, the stalled deals with their timelines, the bottlenecks with their numbers. It never moves a deal on its own.
Stalled-deal detection
Surfaces deals sitting too long in a stage, citing the stage duration benchmark and the specific data points behind the flag. You see why before you see what.
Stage bottleneck analysis
Identifies where deals collapse across the funnel — which stage bleeds the most, which rep, which lead source. Never commits a change; always shows the math.
Missing contact surfacing
Flags deals missing required stakeholder roles (economic buyer, technical decision-maker) against the pipeline stage's contract. A checklist with teeth, not a dashboard.
Won-deal handoff
When a deal transitions to won, the pipeline specialist hands context to the production crew — event, dates, deal link, counterparty — so nothing is re-entered downstream.
Propose, don't commit. No specialist in Sales moves a stage, signs a proposal, or closes a deal. It proposes; a human decides.
Get Started
Sell the event. Start the event. Same system.
The platform is live. Request a demo to see Sales in action.
Part of a 13-module platform that adapts to your operation. No commitment required.