Nudge · closes Aug 8
DealsKnow what could close.
Know what could close.
See what it needs from you.
Proposal, negotiation, contract and outcome in one pipeline. Keep the scope, value and expected close date connected, then hand won work to the team with its context intact.
Illustrative preview · Every open deal names its next move.
01The deal board
Read the commercial work.
Know the next move.
See proposals, negotiations and contracts together. Each deal names the company, the value, the expected close and the next step, with late dates called out before they disappear into the pipeline.
- Proposal, Negotiating, Contract out, Won and Lost
- Value and expected close on every deal
- Owners and the latest contact in view
- Views for upcoming closes and overdue decisions
Illustrative preview · Based on Tamaam’s current module UI.
02Scope and value
Make the agreement clear.
Keep the number explainable.
The deal holds its fee basis and scoped line items beside the agreed value. Read the proposal, the contract and the commercial discussion in the same context.
- Scope line items and their amounts
- Project and retainer fee bases
- Client, contact and source together
- Commercial documents linked to the deal
Illustrative preview · Based on Tamaam’s current module UI.
03Forecast
Plan from the pipeline.
Show the assumptions.
Stage-based weighting gives the team a planning view of open deal value. The percentage and arithmetic stay visible, so an assumption is never presented as a measured win rate.
- Open value and weighted value together
- Stage percentages written out
- Expected close dates beside the forecast
- Planning assumptions clearly labelled
Illustrative preview · Based on Tamaam’s current module UI.
04Won work
The deal is won.
Give delivery a starting point.
Set up the work when a deal is won, with the agreement and relationship behind it. Keep the link back to the commercial record so the delivery team can understand what was promised.
- A deliberate handoff after marking a deal won
- Project setup connected to the won deal
- Client and commercial context kept together
- The agreement’s history remains reachable
Illustrative preview · Based on Tamaam’s current module UI.
05
Nefer in Deals
See why a deal is slipping.
Choose how to move it.
Nefer brings a late close or quiet conversation to your attention with its evidence. Review the suggested date or follow-up before keeping any change.
- Signals from the deal and its conversation
- A proposed next step with a reason
- Drafts and changes held for your decision
- Nothing accepted or sent automatically
Illustrative preview · Proposals wait for your review.
Deals connects to the whole workspace
Bring the promise
through to the project.
Keep the value, the scope and the next decision visible. Win work the delivery team can understand.
Early access is openFounding members pay 30% less in year one