Sales
Sales pipeline and proposal management
AI copy helper (Claude)
Turn rough notes into a polished description, proposal section, or email0
Active Deals
0
Proposals
$0
Pipeline Value
0
Clients
Deal Pipeline
Lead0
Proposal0
Negotiation0
Closed Won0
No deals yet. Create your first proposal to get started.
Upcoming Sales Features
Coming with Claude
Proposal Generator
AI-powered sales proposal generation with customizable templates, automatic pricing calculations, and client-specific branding. Will use Claude for intelligent content creation.
Coming with Claude
Presentation Builder
Create professional sales presentations from project data and proposals. Auto-generate slides with key metrics, timelines, and deliverables.
Planned
Client CRM
Track client relationships, communication history, and deal stages. Integrate with email and calendar for a complete view of client interactions.
Planned
Revenue Analytics
Dashboard with revenue tracking, deal pipeline visualization, win/loss analysis, and forecasting based on historical data.