Give every deal a next step

Sales' first win. Every open deal in your CRM gets a dated next step, and stalled deals are flagged.

Layer 01

What you say to StellarFirm

Go through my open deals and give each one a next step.

Layer 02

What StellarFirm tells the worker

Read the open opportunities in the connected CRM (Close or Salesforce). Reading is open; nothing in the CRM changes.

For each deal: stage, last touch, and one dated next step with an owner. Flag deals with no activity in two weeks.

Reply in Slack. Sending and calendar invites wait for Approve. Never quote amounts or terms the CEO did not give.

Back to the Sales library