Solutions / Operations
The hand-offs are
where deals stall.
Operations and RevOps teams spend their days chasing the gap between a signed deal and a started project. Model that process once, and let automations and approvals carry it.
The problem
What gets in the way for operations
Hand-offs by message
A closed-won deal becomes a chat thread, then a missed task.
Reports rebuilt weekly
The same pipeline report is exported and reformatted every Monday.
Unclear ownership
Nobody can say which team owns a deal after it leaves sales.
Workflow
A closed-won hand-off
- 01Deal marked won
- 02Finance review
- 03Delivery record created
- 04Webhook to your systemsSoon
Steps marked Soon are planned and not yet available.
What you get
Built for how this team works
Automations with visible logic
Build triggers and actions in a no-code builder, and test them in a staging sandbox add-on first.
Departments with their own views
Sales, finance and delivery work on the same record with their own stages.
Dashboards you do not rebuild
Unlimited dashboards on Business, driven by live data.
Pricing
Business is where cross-team processes live.
Departments and approvals start here.
- Full Seats $30 per month billed annually.
- Unlimited pipelines, Unlimited dashboards, departments, approvals and call logging.
- Staging sandbox is an add-on for testing automations before they go live.
- Need custom field rules or multi-level approvals? Enterprise is $55 per seat.
FAQ
Questions from this kind of team
Can I test an automation before it goes live?
The staging sandbox add-on lets you test pipelines, automations and field rules before production. Contact us for pricing.
Are webhooks available?
Webhooks are marked Soon. They are not available yet and are not billed.
Which plan has approvals?
Approvals start on Business. Multi-level approvals are part of Enterprise.
Do automations use agent runs?
Agent steps use agent runs from the pooled allowance. When it is reached, new runs pause or queue.
Other solutions
Make the hand-off
the easy part.
Bring your team.
Bring your data.
Bring your ambitions.
- No hidden AI credits.
- No mandatory setup fees.
- Transparent pricing.