Win more work through the relationships your firm already has
Most new work comes through people you already know: a former client, an introduction, a colleague who worked with the buyer years ago. Carom shows you who at the firm knows each prospect and puts what they share on the deal. It also suggests deal updates from email, so nobody has to keep a CRM up to date.
Add new leads without typing them in
When a prospect books time from your link, or a colleague copies you on an introduction, Carom adds the person and their company to your records. A booking can also open a deal at the stage you choose.
Their answers to your booking questions are attached to the meeting, so you can read what they want to talk about before the call.
What would you like to cover?We’re planning a rollout across three sites and want to talk about a phased approach.
See who at the firm already knows them
Carom shows you which colleagues have corresponded with a prospect, even if their mail is private. Click Ask to share to send them a request.
Their mail stays private until they decide to share it. Once they do, it shows up on the prospect’s record.
You haven’t corresponded with Rachel yet, but your team knows them. Ask, and whatever they share will show up right here.
The deal and the client’s history in one place
Arcwell’s record has the introduction, the earlier work, the people, the files, and the open questions. The deal is on the same record, with its stage, owner, and close date next to the emails and meetings behind them.
Walk into the pitch prepared
Before the meeting, Carom gives you a brief: the earlier work, how the relationship is going, what’s still open, and a note on each person in the room. Each point links back to the email or meeting it came from.
Rachel is returning after the operations workshop and wants a phased rollout. Kevin will join to discuss data terms; both expect Priya to stay involved after the pitch.
Priya led the earlier engagement, and Rachel cited that work when she booked the intro call.
Focused on rollout sequencing and the implementation timeline, and already familiar with the firm.
Leads the technical review; expect questions on security, data terms, and migration sequencing.
Deal updates and tasks from the client’s reply
When Rachel writes back, Carom suggests moving the deal to the next stage and quotes the lines from her email that support it. Each thing she asks for becomes a task with an owner and a due date.
Arcwell wants to proceed with the phased plan. Pricing is due Friday, Priya should join kickoff, and Kevin needs the data terms before Thursday.
Thanks again—the team is ready to move ahead with the phased approach. Please send the final fees by Friday, and we’d love to have Priya in the kickoff. Kevin will send his last questions tomorrow, but legal still needs the data terms before Thursday.
Prepare for a pitch in the live demo.
It has a full team’s shared email, client records, and pipeline, with deal suggestions waiting for review and briefs for upcoming meetings.