Deal Rooms
One room for every strategic account
A persistent, shared workspace for each important customer. Deal Room gathers requirements, decisions, owners and blockers from meetings, chat, CRM, Jira and email — and keeps them current on its own.
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What changes
Requests scattered across calls, email and chat
With Deal RoomEvery request tracked in one place, with its source
"Who owns this?" asked in every standup
With Deal RoomOwners assigned from real work history
Context lost when people go on holiday
With Deal RoomThe room remembers everything, for everyone
How Deal Room helps
A living timeline
Every call, thread, ticket and email about the account, in order, linked to what it changed.
Owners and blockers
Deal Room knows who owns each piece and what's blocking it — and tells the right person.
Commitments
Promises made to the customer are tracked like tasks, so none slip quietly.
AI Agents
Agents on this workflow
Built to be trusted
Trust & securityEvery fact links back to the meeting, message or ticket it came from.
Customer messages, CRM changes and access requests wait for approval.
People and agents only see what their tool permissions allow.
Every agent action is logged with who approved it and why.