Give the brief
Define your offer, target audience, channels and budget. Choose what the team can do.
Find your next opportunity. Give every agent a clear brief. Keep clients, campaigns and commercial decisions in one workspace.

Set your goal once. Keep the important decisions close. Every stage has an owner and a record.
Define your offer, target audience, channels and budget. Choose what the team can do.
Keep prospect research, campaign plans and conversations connected to the opportunity.
Review a clear scope and price. Approve the proposal version you are ready to stand behind.
Move from the first brief to client delivery without losing the decisions that brought you there.
Explore the platformDedicated records, shared approvals and a clear view of delivery.
Explore agency workflows02 / SALES TEAMSAudience, offer, prospect history and proposals in one place.
Explore sales workflows03 / RECRUITERSA shared workspace for briefs, shortlists and employer decisions.
Explore recruitment workflowsSet up your workspace and shape the way your team works.
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