For Account Executives
Own the number without owning the admin. A visual pipeline, discovery and next-step tracking, quotes in a click and a weighted forecast of your own book — so AEs spend their time running deals, not updating fields.
Run every deal on one record, close to your number
Account Executives take qualified opportunities and drive them to close: discovery, demos, quotes, negotiation and the forecast of their own book. The work gets lost when it is spread across a spreadsheet, an inbox and a slide deck.
Here each deal is a single record — contacts, activities, quotes and documents in one place — moving across a visual pipeline. Touches log themselves, the next step is always set, and the forecast rolls up as the pipeline moves.
Explore Customer Relationship Management →- ✓ Visual pipeline by stage and value
- ✓ Discovery notes and next-step tracking
- ✓ Quotes & CPQ generated in a click
- ✓ Proposals and contracts on the deal
- ✓ Weighted forecast of your own book
- ✓ Every call, email and meeting auto-logged
Everything an AE gets
Pipeline board
Drag deals across stages; each stage carries the criteria and next step so nothing stalls unseen.
Deal workspace
Contacts, activities, quotes and documents live on one deal record — the whole story in one view.
Quotes & CPQ
Build a priced, approved quote from the catalogue in a click and send it without leaving the deal.
Next-step tracking
Every deal shows its next action and close date, so the pipeline review writes itself.
Weighted forecast
Your commit and best-case roll up from real deal stages and probabilities, not a side spreadsheet.
Clean handoffs
Inherit qualified leads from SDRs and hand closed-won to the AM with full history attached.
What an AE works every day
Deals by stage
Where every open opportunity sits and what each needs to move forward.
Next steps due today
The actions and follow-ups scheduled across the whole book for today.
Open quotes
Quotes sent and awaiting a decision, so none goes quiet without a nudge.
Close-date slippage
Deals whose close date has moved — the early warning for the forecast.
How the agent works with deals
The Flow-Cognition Agent runs a real loop on your deals data — grounded in your records, governed and logged.
Sense
Reads each deal's stage, activity, quotes and the signals from every contact.
Decide
Decides which deals are at risk and what the next best step is to move them.
Act
Drafts the follow-up, updates the record and flags slippage — every action logged.
Field-level permissions · every AI action logged in the audit trail. See the AI layer →
How an AE runs a deal
Receive the SQL
A qualified lead arrives from the SDR with its full history.
Run discovery & demo
Capture needs, log meetings, loop in a Sales Engineer on the same record.
Quote & negotiate
Generate the quote, route approvals and track the back-and-forth.
Close & hand off
Mark closed-won and pass the account to the AM with everything attached.
Where AEs put it to work
Mid-market closing
Run a dozen-plus active deals at once without losing the next step on any of them.
Quote-heavy selling
Build and revise priced quotes fast, with approvals tracked on the deal.
Forecast discipline
Give the manager a forecast built from real stages, not optimism.
The payoff
Faster cycles
One record and set next steps keep deals moving instead of stalling.
Less admin
Auto-logged activity and one-click quotes give selling time back.
Trusted forecast
Commit and best-case roll up from the pipeline, not a spreadsheet.
Smooth handoffs
Leads in and accounts out carry their full history every time.
Questions, answered
Yes. A visual pipeline shows every open deal by stage and value, and you drag deals across stages as they progress.
Build a priced quote from the product catalogue in a click, route any required approvals, and send it without leaving the deal record.
Your weighted forecast rolls up from real deal stages, values and probabilities, so it reflects the pipeline as it actually moves.
The deal inherits the lead's full history — every call, email and note — so you walk into the first meeting prepared.
Mark the deal closed-won and the account, contacts, documents and history pass to the AM on the same record.
Related capabilities
Deal & Opportunity Management
See every opportunity on a visual pipeline, forecast with confidence and move deals to close without losing a step.
Quotes & CPQ
Build priced, approved quotes from the catalogue in a click and send them straight from the deal.
For Sales Engineers
Loop in technical pre-sales on the same deal record to win the technical evaluation.
See deal execution in your workflow
Start free, or get a guided walkthrough — on the one platform that runs CRM and your whole business.