Pipeline as a board
Real cards, real stages, drag-and-drop. The Operator keeps the data current from your inbox and call notes.
Spaces → Revenue
Pipeline. Deals. Actual motion.
The Revenue Space is built around how the deal moves, not how the CRM is structured. Operator keeps the cards alive, suggests the next move, and hands off cleanly when you win.
Screenshot needed
Revenue Space pipeline as a kanban board — Lead / Qualified / Proposal / Close. Each card shows company, value, and last-touch. One card has Operator's next-step suggestion overlaid with a draft email and an Approve button.
/shots/space-revenue.pngWhat's inside
A CRM that earns its keep.
Next-step suggestions
Each card gets a suggested next action with the reason and the proposed copy. Approve, edit, send.
Forecasts you can defend
Numbers come from actual signals — touches, reply latency, sentiment — not gut feel boxed in a column.
Hand-offs that stick
When a deal closes, Operator hands the customer to the Support Space with full context attached.