After you win the work, we help you deliver it

Don’t just win new business: deliver exceptional work and earn more. Even—or especially—after the close, Carom helps coordinate complex requirements and sprawling teams to keep everything moving forward.

One Space for each project

Spaces bring all your related client interactions—emails, files, events and tasks—into one place. No need to file anything by hand to have it all where you need it.

Teams that work across clients can set up Spaces their way, too, so your engineering team sees the emails meant for them, sales handles expansions, and so on.

Northstar · Summer launch Space
Northstar Nora Lang Sam Ortiz summer launch
SnapshotDiscussionsEmailsFiles
Tasks
Share the launch timeline with NorthstarJR
Book the homepage reviewTB
Upcoming events
Kickoff with NorthstarTue 10:00 AM
Recent email
Summer launch: signed scope and kickoff agenda
Files
northstar-summer-launch-sow.pdf

When the client changes the plan, the project changes with it

A line in an email can upend a project, especially if the right people don’t see it right away. To keep every project moving forward, Carom’s classifiers and agents make sure the right information is available, in real time, where people need it.

Nora Lang · Northstar · Monday, 10:42 AM

The homepage direction is approved. Can we move launch up to Friday the 10th? I’ve attached our final brand guidelines. Please send the revised media breakdown before Thursday’s readiness review.

Northstar · Summer launch
EmailHomepage approved, launch Fridayfrom Nora Lang
Filenorthstar-brand-guidelines.pdfattached to Nora’s email
New taskSend the revised media breakdownJamie · due Thursday

See where every project stands

Put your projects on a board with the stages your team uses. When a client’s email shows the work has moved on, Carom suggests the next stage and quotes the email’s reason why, so the board stays current without a status meeting.

In delivery 2
Northstar — Summer launch Northstar
Jamie ReevesJul 10
Arcwell Health — Rollout phase one Arcwell Health
Alex ChenAug 15
Launch prep 1
Oakwell Financial — Q3 campaign Oakwell Financial
Taylor BrooksJul 2
Wrap-up 1
Wildgrove — Brand refresh Wildgrove Property Management
Jamie ReevesJun 28
Move Summer launch to Launch prep Suggested from Nora Lang’s email · “The homepage direction is approved.”

Hand off a project without a handoff meeting

When one team member is off, another can step right in to see open tasks, recent emails and files. A living repository means the right people see what they need, without the time required for in-person briefings and updates.

DiscussionNorthstar · Summer launch
JR
Jamie Reeves · Friday

@Alex you’re on Summer launch from Monday. Nora approved the homepage and moved launch to the 10th. The media breakdown is the last open piece.

Send the revised media breakdown Alex Chen · due Thursday From Nora Lang’s email, Monday: “Please send the revised media breakdown before Thursday’s readiness review.”
AC
Alex Chen · Monday

Got it. @Taylor can you send me the latest media numbers?

Open a client Space in the live demo.
It has a full team’s shared email, client records, Spaces and pipelines, with tasks and suggested updates waiting for review.