🧰 B2B Services Edition
From discovery call to signed SOW — proposals, projects, renewals
Built for firms that sell expertise: IT services, consulting, cybersecurity, outsourcing and digital transformation.
A pipeline that speaks your trade
Default b2b services flow — every stage keeps real win probabilities, forecasting and analytics underneath.
4 pipeline templates, ready on day one
Enterprise Sales
Lead Qualification → Deep Discovery Workshop → Requirement Gathering → Solution Design → Proposal → Negotiation
SMB Sales
Lead Qualification → Discovery → Proposal
Government Sales
Lead Qualification → RFP Review → Requirement Gathering → Solution Design → Commercial Proposal → Procurement → Legal Review
Channel Sales
Lead Qualification → Discovery → Commercial Proposal → Contract
Managers can clone, rename and re-gate any of these in the Pipeline Builder — no code, engine intact.
What breaks today
- ✕Every engagement follows a different, undocumented process
- ✕Proposals and SOWs live in email threads
- ✕Technical qualification happens too late — deals die at solution design
- ✕Delivery never hears what sales promised
How this edition runs it
- ✓Discovery → Workshop → Solution Design → Proposal / SOW → Signed
- ✓Deal rooms per engagement: files with approvals, action plans, risk registers
- ✓Stage playbooks enforce technical qualification before the proposal
- ✓Signed work auto-creates delivery projects with task templates
AI that knows the business
- ✨ "Workshop with the bank done — CISO wants a SOC retainer, proposal next week" → stage, value, tasks in one message
- ✨ Proposal generation from discovery notes, committee and action plans
- ✨ Deal health flags idle engagements before they rot
The numbers on the dashboard
See it
🧰 Product screenshots coming here — try the live demo meanwhile.
Open the demo workspace →Be an early partner
We're onboarding a first group of b2b services teams in Egypt and Saudi Arabia. Early partners get hands-on setup, direct input on the roadmap, and founding pricing.
Talk to us →