Pipeline discipline for recurring revenue.
ARR-weighted stages, exit criteria that mean something, and every security questionnaire and procurement step tracked — so forecasts survive contact with the quarter.
Forecasts built on stage discipline, not vibes
Stages advance only when exit criteria are met — champion identified, security cleared, legal in review. The forecast rolls up from evidence, not optimism.
- ARR, expansion and services split on every deal
- Exit criteria checklists gate stage changes
- Slipped-deal and stuck-stage alerts before review, not after
- Approval flows for discounts and non-standard terms
Handoffs that don't drop the customer
Closed-won kicks off onboarding with context attached — the use case, the promises, the stakeholders. Success sees what sales sold; renewals open themselves.
- Onboarding checklist spawned from the closed deal
- Renewal and expansion opportunities open on a schedule
- Health signals from product usage via API
Built for B2B software motion
Security-review tracker
Questionnaires, SIG/CAIQ requests and infosec calls tracked as first-class deal steps.
Buying committees
Champions, blockers and economic buyers mapped per account, visible per deal.
Product-usage signals
Pipe trial and usage events in via API to score PQLs and expansion timing.
ARR analytics
New, expansion, churn and net-retention views your board will recognise.
Speed-to-lead
Inbound routing in seconds with SLA timers — because demo requests go stale by lunch.
Quote & order forms
Multi-year ramps, coterming and standard paper generated from the deal.
Forecast accuracy went from ±40% to ±8% in two quarters. Exit criteria did what three pipeline reviews a week never could.
Run next quarter on evidence
We'll model your stages, criteria and ARR reporting live on the call — bring your current pipeline sheet.
For SaaS, IT services and hardware-plus-subscription teams