A commercial operating platform that connects scope, pricing, scheduling, capacity, revenue and margin in one shared model to prevent misaligned estimates and delivery risk before deals are signed. It is for sales, solutions/presales, delivery, operations/PMO, finance and executive teams at B2B technology services businesses including professional services firms, system integrators and managed service providers. It is delivered as SaaS with CRM and delivery tool integrations and is positioned as organizing commercial decisions rather than just organizing information like spreadsheets, internal tools or generic AI assistants.
Key features
- Scope management
- Service estimation
- Scheduling & resource planning
- Revenue & capacity forecasting
- Commercial knowledge library
- Pricing & controls
- Agents & integrations
- Proposals & SOWs generation
- Pipeline management
- Reusable work items and templates
- Scenario modeling
- Approvals workflow