All teamsClient relationships

Keep deals moving

By Solo · Built for people who still close their own work

Stay on active work — quotes, proposals, and next steps — without living in the pipeline.

For businesses with real conversations already underway. The team tracks what is open, prepares the next document, and flags what has gone quiet so you can close without becoming the project manager of every deal.

Owners and small teams who close work themselves.

What this team handles

  • Keeps active work visible so nothing stalls unnoticed
  • Prepares quotes and proposals from the conversation you already had
  • Flags quiet deals and renewals before they slip

Your agent team

Names and faces can be changed when you apply the team.

Morgan Walker

Active work

Watches open conversations and tells you what needs a decision, not a dashboard.

Casey Bennett

Proposals

Turns the last call into a quote or proposal you can send — or edit — without starting from a blank page.