See the whole desk. Coach with real numbers.
You cannot manage what you cannot see. Live pipeline across every consultant, every client, every proposal. The data you used to wait until Monday morning to find out is on your screen right now.
Card needed to start. Nothing is taken for 7 days, and if you cancel before day 8 you pay nothing.
Per-consultant performance, signals included
Sortable per-consultant table with the pricing signal (underprice / balanced / overprice) auto-flagged from the actual data. Read it once, you know where the coaching needs to land.
Which consultants are quietly underpricing your team
Consultants under pressure to hit numbers will drop margin to win. You usually find out in next month's P&L when it is too late. Per-consultant performance plus pricing signals show you who is leaving money on the table while there is still time to course-correct.
- Pricing signal column flags consultants converting at 85%+ on sub-12% margin (clear underprice marker)
- Fast-yes detection: accepted within 24h often means you priced below the client's real threshold
- First-time-yes detection: accepted on the first proposal sent often means no negotiation room left on the table
Built around how your day actually works.
The deep, real features that move the needle for this role. Each one ships out of the box, no add-on, no integration to configure.
Per-consultant performance
Sent, accepted, declined, acceptance rate, avg margin, ToBs signed, response time, all in one table you can sort however you want.
Leaderboards that change behaviour
Top by volume, top by margin, fastest response, highest acceptance. Healthy competition without you needing to chase.
Sales coaching nudges, auto-generated
The system spots patterns (underpricing, fast yeses, decline-margin gaps) and writes the coaching prompt for you. Forward it straight to the consultant.
Period-over-period KPIs
Every metric vs the equivalent prior period. Spot trends, not just snapshots. Week, month, quarter, year, all-time.
Decline analysis
Why proposals get declined, grouped by reason, with the avg margin at decline. Distinguishes "price too high" from "other friction" so coaching lands on the right problem.
Margin floors per consultant
Junior consultants can have a softer floor; senior consultants have margin discipline locked in. Either way, the guardrail is the same: warn before send if below.
Client-centric deal closing
Activity feed per client showing every proposal + ToB chronologically. Convert accepted proposals to ToB in one click. Per-contact notes ("Jane pushes back on rates, Mark signs everything") + timestamped notes log give you the conversation history before any 1:1.
Top by volume, margin, acceptance, response
Four leaderboards surface the top three consultants per metric. Healthy competition without you needing to chase. Doubles as the easiest 1:1 prep you ever did.
See where deals leak across the team
Sent → Viewed → Accepted → Signed, with conversion at each stage. Big drop-off between Viewed and Accepted? Pricing review. Big drop-off between Accepted and Signed? Chase the ToB.
Client roster with funnel, then convert accepted proposals to ToB in one click
Every client a row with sector, margin, win rate, weekly pipeline and a 7-stage funnel chevron. Open a client and the Activity tab shows every proposal + ToB sent to them in chronological order. Accepted proposals get a Convert to ToB button right there. Per-contact notes (attached to the actual person, not just the company) keep the team coaching consultants with real context.
- CSV exports of every view for board reports and 1:1s
- Filter pipeline by sector, client, consultant, status
- Search across every proposal and ToB via Cmd+K
- Audit trail on every signed ToB for compliance reviews
Lead with data, not guesswork.
See your team's pipeline live, coach where the numbers point you.
Every plan starts with a 7-day free trial. Card needed to start. Cancel before day 8 and you pay nothing.