Demo workspace
One customer record across every team

Approved R3 product foundation. Real unsupported states are visible; internal license operations are intentionally excluded.

Sales workspace · Friday, July 25

Your business, ready for today

See who needs attention, what may close, and the simplest next step—without becoming a CRM expert.

Likely sales this month
$184.5k

↑ 12% vs. last month

Open opportunities
$462k

14 active deals · 3 at risk

Customers saying yes
31.8%

↑ 4.2 points

Follow-ups due
6

2 overdue · oldest 1 day

Start here

Ordered by urgency, customer signal, and value.

Sovariq Assist · Proposed

Three customers are waiting after a positive response. Seaside is the highest-confidence next action.

This month at a glance

Weighted by deal stage and verified activity.

On track
$184.5klikelyTarget
$270k
AprMayJunJul

Automation monitor

Every action remains visible and reviewable.

Website lead assignedto Hari · 8:42 AMCurrent
Follow-up task createdfor Seaside · 8:15 AMCurrent
Email sequence pausedcontact replied · 7:51 AMProposed