Track every deal, from first email to close
Pipelines with your stages, your boards, and reports that tell you where to look. Move a deal yourself, or let your agents keep it current from the emails and meeting transcripts you already have.
Track any unit of work, not just deals
Deals, renewals, candidates, grants, projects: give it stages and a board, and watch it move. Open a card and the history is right there: who moved it, when, and why.
Stonefield Consulting — design partner conversion
Stonefield Consulting24 seats at $45/seat. Six months of design-partner work with Priya and Daniel; Rachel wants a commercial agreement in place before the beta terms lapse. Proposal is out.
One pipeline for new business. Another for renewals. One for hiring, if you like.
Each pipeline gets its own stages, its own board, and its own report. Tag deals however your team thinks, then filter by tag, owner, stage, or close date.
Let your agents keep the pipeline current
Move a deal by hand whenever you like. Or let the deal agent do it from your emails and meeting transcripts: a countersigned agreement, a revised proposal, a “let’s hold off until Q1”—each becomes a move, or a suggested one waiting for your OK.
Onboarding planning — Arcwell Health
Hi Alex—procurement countersigned this morning, so we’re a go on the 15 seats.
With procurement in motion, I want to make sure we’re ready to hit the ground running: can you send the rollout plan and the admin setup guide before Thursday? Rachel would like to schedule the kickoff for the week of the 22nd.
Arcwell Health — enterprise rollout (15 seats)
as won
Procurement countersigned this morning, so we’re a go on the 15 seats. With procurement in motion, I want to make sure…
Insights you can act on
No query builder, no analyst. Every pipeline’s report shows what’s in each stage, who’s carrying what, which deals are stuck, and what’s supposed to close this month—so you know where to spend the afternoon.
More of Carom
Unified inbox & calendar
Every mailbox and calendar, assembled into one curated view.
AI agents & Ask Carom
Agents that move deals, capture tasks, and brief you—and an assistant always at your service.
Auto-assembled records
Contacts, organizations, files, and tasks—built from email, not data entry.
Working together
What you share is everywhere your team needs it—and what’s private stays private.
Security
How Carom handles your email, in plain English.
See it on a real team’s email.
The live demo has real pipelines, a deal agent with its suggestions queued, and a summer of deal history.