For services & agencies
Client promises, kept
Every client request costs hours. Deal Room captures requests, works out the real impact on your team, and helps you give clients clear options instead of rushed answers.
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What changes
"Sure, we can do that" — then scramble
With Deal RoomKnow the impact before you commit
Client asks buried in call notes
With Deal RoomEvery request captured with its source
Burnt-out delivery teams
With Deal RoomCapacity visible before promises are made
How Deal Room helps
Impact first
See hours and trade-offs before agreeing to changes.
Clear options
Drafted client options you can approve and send.
Delivery tracking
Requests tracked through to delivery.
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.