Sales portals that move deals forward
Run collaborative sales rooms with shared next steps, documents, and AI assistance — then hand off to onboarding without friction.
Request demoKeep momentum from first call to close
Create a single source of truth for the deal: track action items, approvals, and document exchange in one place. AI nudges the right stakeholders to prevent stalls.
Neon integrates a pooler built on PgBouncer directly into its architecture: every endpoint has connection pooling enabled. Supports up to 10,000 concurrent connections.
Everything your sales team needs to drive action
Mutual action plans
Give every stakeholder a shared plan with owners, due dates, and dependencies so work never stalls.
Clear owners
Due dates
Milestones
Document collection & forms
Request files and structured data with guided forms. AI validates completeness and routes to the right step.
File requests
Smart forms
AI validation
Approvals & compliance
Multi-step approvals with role-based access and an audit trail across internal and external stakeholders.
Role-based access
Approvals
Audit trail