Professional servicesA 25-person management consultancy

A pipeline the partners finally trust

94%

of calls logged, up from 30%

3 days

faster proposal turnaround

+$310k

pipeline recovered from stale deals

Before

Partners ran discovery calls back to back and logged almost none of them. Forecast meetings were spent reconstructing what had been said.

Call notes to CRM summarises every call, proposes the deal update, and asks the partner to confirm in one Slack tap.

Live 2 weeks after kickoff.