For RevOps
A CRM that matches reality
Deal Room compares CRM records to real activity in calls and email, suggests updates reps approve in one click, and adds evidence to your forecast.
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What changes
Stale stages and blank next steps
With Deal RoomUpdates suggested from real activity
Nagging reps for hygiene
With Deal RoomOne-click approvals reps actually do
Forecasts based on gut feel
With Deal RoomForecast notes backed by evidence
How Deal Room helps
Suggested updates
Stage, next step and close date — proposed from evidence.
Forecast context
Why a deal will slip, before it slips.
Clean data
Your CRM stays the system of record, just more accurate.
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.