Implementations

Customer projects that coordinate themselves

Constraints from kickoff calls, dependencies between teams and customer expectations — all connected to the plan, so projects adapt instead of slipping.

Watch it work

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What changes

Before

Plans that ignore what the customer said

With Deal Room

Constraints captured and applied

Before

Dependencies found when work stops

With Deal Room

Dependencies flagged before they block

Before

Go-live dates quietly slip

With Deal Room

Go-live protected with early re-planning

How Deal Room helps

Constraint detection

Customer constraints from calls, linked to the plan.

Dependency tracking

Cross-team dependencies watched until resolved.

Customer updates

Accurate updates drafted for your approval.

AI Agents

Agents on this workflow

Project AgentOwners, deadlines and blockers Customer AgentCommitments and follow-ups Technical AgentArchitecture and requirements

Built to be trusted

Trust & security

Sources on every answer

Every fact links back to the meeting, message or ticket it came from.

Humans approve what matters

Customer messages, CRM changes and access requests wait for approval.

Permissions you already have

People and agents only see what their tool permissions allow.

A full audit trail

Every agent action is logged with who approved it and why.

Keep exploring

See how Deal Room handles related workflows — each with its own live demo.

Home demo

Customer successCatch renewal risk months early Cross-team handoffsHandoffs without the context gap Services & agenciesClient promises, kept