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Turn notebook content into useful follow-ups

Select text to improve the writing, summarize it, change the tone, or turn it into a table or list.

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See opportunities as a list, board, or calendar

Review opportunities in the view that suits your work: a list for detail, a board for stages, or a calendar for timing.

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Run repeatable post-sales workflows with agents

Build an agent with triggers, conditions, customer lookups, and actions.

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Organize projects using the details your team tracks

Filter customer work using custom fields and group projects by project or customer attributes.

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Understand what is driving customer health

Health scores include explanations, supporting signals, and suggested next steps.