Action Plans
Momentum never stops
Stay in sync. Move fast. Win more.
When every second counts, you need more than a static to-do list. Real-time action plans keep your team in sync and every opportunity moving, so deals close faster and win rates soar. No more waiting for updates or chasing down next steps—everyone knows exactly what to do, right when it matters most.
Picture this: your team sees every action item as it happens. Priorities shift? Everyone’s instantly aligned. A new opportunity pops up? The right teammate jumps in without missing a beat. With real-time visibility, you never lose momentum, and nothing slips through the cracks.
The result? Deals close faster. Win rates climb. Your team spends less time coordinating and more time winning.
Key benefits
Features
Organized task assignments
A task manager assigns and tracks individual tasks, helping teams stay up to date.
Drill downs
You can zoom in and out to view different levels of detail, including the actual assets linked to an opportunity.
Sync with CRM
CRM stage updates can be automatically synced as deal phases progress.
Explore more outputs
Transform complex data—build pipeline, accelerate expansion, and increase revenue.
Pre-intent signals
Get a clear, visual framework to identify who matters, understand what drives them, and keep everyone aligned.
Insight reports
Turn scattered data into sharp, clear insights that help you spot what matters, fast.
Dashboards
Organize your opportunities by category, so your team knows exactly where to focus next. No more digging through spreadsheets or chasing updates.
Alerts and notifications
Get timely notifications that empower you to act fast. Whether it’s a new lead, a status change, or a critical update, you’ll know the moment it happens.
Opportunity Reports
Connect the dots between scattered data and your next big win, so you can spot, organize, and act on every growth opportunity without the clutter or confusion.
Bluespace
We help you understand what your customers actually need and what they’re ready to invest in. No more guesswork.
Action plans
No more waiting for updates or chasing down next steps—everyone knows exactly what to do, right when it matters most.
Buying Centers
Map out and engage new buying centers—so you’re not just talking to accounts, you’re building real relationships with the people who matter most.