Mutual action plans
Plans both sides actually follow
Built from the buyer's own words, updated as milestones happen, and approved by the seller before any change — so the plan stays alive until signature.
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What changes
Plans made once, never updated
With Deal RoomPlans that update as things happen
Dates guessed by the seller
With Deal RoomDates from what the buyer said
Buyer loses track of next steps
With Deal RoomOne shared, current plan
How Deal Room helps
Built from conversations
Milestones captured from calls and email.
Stays current
Progress marked as it happens, with approval.
Shared view
A plan the buyer and seller both trust.
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.