See the insight cascade from an ordinary email, winding its way from your teammate’s inbox to all the people and places it needs to reach.
Good news: your client approves the numbers on her renewal! Carom tracks what was said and what it all means.
Taylor, Jamie,
These numbers look good. The annual discount is a nice touch. I’m sending this to our finance team for final sign‑off—should be straightforward, just need the formal approval.
I’ll follow up within the week.
Natalie
The email ends up where it belongs, alongside Natalie and her company.
No forwarding, FYIs, or hoping for the right hallway conversation. You can automatically share all your interactions with this client, so anyone with your permission can see her emails as if they were in their own inboxes. We’ll track the task for you, too.
Natalie approves the numbers for the Tideline renewal and is sending them to finance for final sign‑off, with a follow‑up expected within the week.
Without relying on your busy team, we make sure the email gets where it needs to go.
Carom automatically suggests a new stage for this deal, with language from the email to justify it. Or we can just move it for you, whichever you prefer.
Tideline Analytics — 5 seat expansion
Move from Proposal to Negotiation
These numbers look good. The annual discount is a nice touch.
Anyone subscribed to get deal update notifications will know right away, on their phones, without having to read the email and decide what to do next.
Tideline renewal — next steps
Natalie approves the numbers and is sending them to finance for final sign‑off, with a follow‑up expected within the week.
Anything you can see, Carom can use to answer questions for you. So when you need to be briefed, set reminders, or draft an email, Ask Carom can help.
Where are we with the Tideline renewal?
Searched threads, read a thread and went through the pipeline
Natalie approved the numbers on Monday and sent them to finance for sign‑off (Tideline renewal — next steps). Tideline Analytics — 5 seat expansion is in Negotiation at $5,580 a year.
Remind me Friday if finance hasn’t signed off.
Watch it happen in the live demo.
It has the Tideline thread and dozens more, with suggestions waiting for review and Ask Carom ready for a question.