01
Deals board
Drag a deal through your stages. Address and contacts flow from the deal into the quote.
02 · Sell
Your pipeline, next to your quotes.
Deals, companies, contacts and documents live in the same workspace as the quote, so the offer lands on the deal it belongs to.
02
One record per deal
Quotes, documents, signatures and activity on the deal itself.
Worth knowing
- Outreach that sounds like you: each teammate connects their own Gmail and LinkedIn, and sequences send from those accounts.
- Start from example sequences and make them yours.
- Every teammate works under their own login and their own connected inbox.
- Your company's deals, quotes and contacts are visible only inside your workspace.
The rest of the workspace
Get started
Put your next quote in NOI Tech.
$29 per user per month. Request access and we will set up your team's workspace.