For tech industry

A shared space to turn joint opportunities into revenue.

Managing joint deals shouldn't mean chasing emails and digging through spreadsheets. We give you and your partners one central place to align on accounts, map opportunities, and keep execution on track — with automated nudges that drive follow-up.
Shared opportunity room
Interface showing a ‘New Cross‑Sell Opportunities’ list with client names, amounts, and collaborative sharing indicators
Account mapping and prioritisation
Automated follow-up and nudges
Built with enterprise-grade security and seamless integration in mind.
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Disconnected CRMs make joint opportunity management a mess.

Siloed CRMs = no context – They list accounts but don’t clarify which ones matter to which partner, or what to do next.
Manual prep drags you down – Every meeting requires back-and-forth, spreadsheet cleanup, and chasing updates.
Momentum stalls – Without shared ownership and automated nudges, even warm opportunities lose steam.

Our partnership with Deloitte. combines deep market expertise into a continuously improved solution that drives real partner success.

Read our latest case study
Why business planning predicts brokers and agent success