Campaigns
Audiences from an objective
Write what the campaign is for and it proposes audiences you could actually build a list of. Each one is editable, and nothing is written down until you tick it.
Outreach · Pipeline · Quoting · CashFrom first contact to cash.
From first contact to cash.
One engine.
AI agents find the people worth writing to and write to them from your own domain. Whatever replies lands on a board that tracks it, becomes a quote that prices itself, and ends as an invoice that chases itself — one client record, two languages, no hand-offs.
Free to startNo card requiredEnglish & Arabic, RTL included
app.dealengine — FG-KSA-2026-0042
Approved
Site survey — 500 sqm4,800.00
Premium fit-out × 122,640.00
Rush delivery (48h)1,200.00
VAT 15%1,296.00
TotalSAR 9,936.00
Win rate+32%Viewed 12×AI review
Built for teams who have to find the work and then win it
Product tour
The whole journey, on one record.
Four surfaces, one engine — agents that go and find the work, a board that tracks what comes back, a studio that prices it, and a close that bills and reports itself.
01 · Outreach
Go and find the work.
Say what a campaign is for and the workspace proposes the audiences, drafts every email in the sequence from what your own knowledge base says, and sends as a named colleague through your own mailbox. Replies come back sorted by what each person actually asked for, scored, and one step from becoming a deal.
- Describe an objective; AI proposes the audiences and drafts every step
- Agents send from your own mailbox and domain — never a shared pool
- Every word is answered from your knowledge base, so nothing is invented
- Replies sorted by intent: pricing, a call, wrong person, not now
- A reply becomes a client, a contact and a deal in one step
app.dealengine — /marketing/inbox
Replies
Layla H.Emaar PropertiesPricing
Omar S.Qatar AirwaysMeeting
Nadia K.Nile UniversityNot now
Tarek M.Orange EgyptWrong person
Reply rate11%of messages sent
Sequence
Intro
Wait 3 days
Follow-up
Stops on reply
02 · Pipeline
See every deal — and what it's really worth.
A drag-and-drop board over stages you define, each with its own win probability. Column totals stay per currency, the KPI strip keeps a live weighted forecast, and stale deals flag themselves before they go cold.
- Custom stages with colors, order and win probabilities
- Notes, tasks, calls and meetings on every deal's timeline
- Stale-deal and overdue close-date flags
- A work-queue dashboard: needs approval, ready to send, awaiting client, expiring, drafts
- Deal import from Excel/CSV — and export any time
app.dealengine — /pipeline
Open deals18Open valueSAR 295KWeightedSAR 106K
QualifiedSAR 150K
Careem — Q4 drop
USD 18,000
Ministry of Tourism
SAR 96,000Overdue
ProposalSAR 81K
Al Rajhi — report
SAR 41,098
DHA — leaflets
AED 15,120
Orange — videos
EGP 10,109Stale
NegotiationAED 53K
Emaar — brochures
AED 18,900
Elm — tenders
SAR 19,147
Weighted forecastSAR 106K · AED 50K
03 · Quote studio
Quotes that price themselves.
Pick services and the spec rules resolve the right rate — in the client's currency, on fresh FX. The live preview uses the same renderer as the final PDF, so what you see is literally what they sign.
- Spec-driven rates: size, grade, turnaround — resolved automatically
- About 23 live pre-flight checks, plus a one-click AI review
- Visual template designer, 11 designed presets — or import your Word letterhead with AI
- Documents in English, Arabic or both, with full RTL
- Atomic per-branch numbering — FG-KSA-2026-0042 never collides
app.dealengine — FG-KSA-2026-0042
Line itemsSAR
Site survey0.36
500 sqmPremium fit-out80.00
12 ×Rush 48h—
+25%23 checks · 2 worth a look
9,936.00
Live preview = final PDF
AI review
04 · Close & collect
Close online. Bill and learn automatically.
Route the approval, send a branded email with the PDF attached, and share a live link your client can accept on the spot. A won quote raises its invoice with the tax already right, and every outcome feeds your win rate, cycle time and forecast.
- Manager approvals with policy flags, notes and change requests
- Secure share links with live view counts
- Online accept and decline — with reasons, fully audited
- Weighted forecast by close month, win rate by owner, lost-reason breakdown
- Approved documents frozen forever: template and terms snapshots
app.dealengine — /deal-analysis
Stage funnel
Qualified
Proposal
Negotiation
Won
Aug 2026SAR 102K
Sep 2026SAR 193K
Win rate60%31-day avg cycle
FG-KSA-2026-0042 Viewed 12×
SAR 9,936.00AI, where it earns its place
It writes, reads and scores. It never decides.
A model is good at reading unstructured things — a company's website, a Word file's layout, a year of closed deals, the reply somebody just sent. It is bad at arithmetic you can do exactly. So money, permissions and lifecycle are code; finding, drafting, reading and summarising are AI. Every one of them proposes, and you dispose.
On demand
Campaign writing
Proposes the angles worth trying and drafts the sequence against your objective — grounded in what you told it about your business, never invented.
Leads
Find people worth writing to
Searches public directories, company sites and member lists, and brings back real people — each with a link to where they were found.
Automatic
Reply intent
Reads what a reply is actually FOR — pricing, a call, the wrong person, not until Q3 — and can carry more than one. The intents are yours to edit.
One-off
Knowledge from your site
Reads your website once, respecting robots.txt, so the agent quotes what you actually say rather than making something up.
Leads
A score you can argue with
Built from what the person did and who they are, with every contributing signal listed and its points shown. Never from email opens, which are mostly machines.
On demand
Quotation review
Reads a draft before it leaves the building and says what looks wrong — tone, an anomalous price, a scope that will not survive a lawyer.
Nightly
Deal scoring
A score out of 100 from signals you already have: link opens, silence, stage age, revision count, discount depth. It shows its reasons.
On demand
Next best action
One concrete step for this deal, drawn from its own history — not a generic nudge about following up.
On demand
Forecast narrative
Reads your next six months and says in a paragraph where the weight actually sits, and which month is carrying a deal it should not.
On demand
Win / loss patterns
What a year of closed deals had in common. The report that changes what you do next quarter rather than describing last one.
On demand
Company enrichment
Reads a client's public pages and proposes industry, size, revenue band, founding year, socials — each with its source and how sure it is.
One-off
Word import
Upload the .docx your clients already recognise and it comes back as a real editable template — tables, art, headers and RTL intact.
Scheduled
Live exchange rates
Rates fetched with a grounded web search, each stamped with where it came from and when — and a warning on any quote using a stale one.
Onboarding
Setup drafting
On day one it proposes your services, units and starter content from a sentence about what you sell. All of it lands in editable fields.
And the part most AI features skip
It proposes. You dispose.
Nothing a model produces is written to a record without a person accepting it or a validator agreeing. Patchy coverage then degrades gracefully instead of filling your CRM with confident nonsense.
One credit per action.
Whatever the task. Weighted credits are a promise nobody can check. A timeout, a provider error or an invalid answer refunds — you got nothing, you pay nothing.
Switchable when it looks beyond you.
Reading your own data needs no switch. Looking up a named customer on the public web is on by default, only ever proposes for a person to accept, and turns off for the whole workspace in one click.
Some things never leave.
Credentials, bank digits, tax numbers and another workspace's data are stripped in code, not asked for in a prompt. Prompts and answers never enter the audit log.
Everything included
One platform, nothing bolted on.
Everything a team needs to find the work and win it — from the first campaign to the last payment received.
Kanban pipeline
Drag deals across your own stages. Columns sum per currency, cards flag stale and overdue, and the weighted KPI strip keeps the forecast honest.
Live quotation studio
Three panes — outline and checks, editable line items, and a WYSIWYG preview rendered by the exact engine that prints the PDF.
Visual template designer
20+ drag-and-drop blocks, master blocks, per-block language and undo/redo — proposals that look hand-crafted.
Word-doc AI import
Upload your existing .docx letterhead and AI rebuilds it as an editable template — art, tables and RTL preserved.
Multi-currency pricing
Base prices auto-convert on AI-fetched FX rates, or pin an exact figure per currency. Every rate keeps its source and date.
Spec-driven rate rules
Grade, turnaround, size: define the rules once and every quote resolves the right rate.
Deals, tasks & timeline
Notes, calls, meetings and due tasks beside auto-logged stage moves and quote events — nothing lives in someone's head.
Work-queue dashboard
Five queues that answer “what now?”: needs my approval, ready to send, awaiting client, expiring soon, drafts.
Approval workflows
Ordered rules on discount, margin, amount or currency route to a person or a role — in steps if you need two signatures. Somebody on leave hands theirs to a stand-in.
Clients & contacts
A built-in directory with per-client quoting defaults, win-rate KPIs, duplicate merge and spreadsheet import.
Groups & sub-clients
File eleven companies under one parent account. The directory shows the relationship, the parent totals the group, and every company still quotes under its own name and branch.
Contacts directory
Every person at every account in one searchable list — filter by role, department, language or branch, and export exactly what you filtered.
Share links & online accept
A secure link with live view counts. Clients accept or decline on the page, and the record keeps which revision, which options, from where and on what.
PDF & branded email
Pixel-perfect server-rendered PDFs and tenant-branded HTML email, with contact pills and smart CC management.
Checks + AI review
Around 23 live validations — math, discounts, FX freshness, missing specs — plus an on-demand AI pass for tone and pricing anomalies.
Reports you build yourself
Nine kinds of record, your own custom fields as columns, filters, grouping and per-currency totals — saved as a question, exported to Excel or CSV, and mailed to colleagues on a schedule. Plus the forecast, funnel, win rate and cycle time you already had.
Roles & permissions
Six ready-made roles or your own — 31 permission switches, Own/Team/All visibility scopes and per-user exceptions for the colleague who is one.
Multi-branch identity
Every legal entity with its own bilingual letterhead, VAT, bank details, numbering format and standard terms.
Data in, data out
Import wizards for clients, deals and the price list (Excel/CSV) with column mapping — and CSV export everywhere.
Your fields, your words
Twelve field types on clients, contacts, deals and quotations — grouped, filterable, exportable, and printable straight onto the document.
Cost & margin
Cost per line rolls up to margin per quote and per deal. Set a floor and anything under it routes for approval before it can be sent.
Optional lines & alternates
Offer extras the client ticks, or a pick-one set they choose between. The total moves as they choose, and their choices are what the deal is won for.
Versions you can prove
Every revision kept, with a diff against the last and a one-click restore. Approved ones are frozen in the database, not just in the interface.
Contracts & recurring revenue
Turn a won deal into a contract with dates, get a renewal reminder before it lapses, and mark lines monthly or yearly for real MRR and ARR.
Outbound, watched
One screen for what every agent has sent, what came back, and anything that has quietly stopped.
Consent & suppression
One-click unsubscribe on every message, a workspace suppression list, and do-not-contact honoured everywhere.
Shared reply inbox
One thread per person, not per message, sorted by what the reply asked for. Out-of-office and wrong-person replies handle themselves.
Built for the phone
A real mobile layout, not a squeezed desktop: check the pipeline, read a quotation and approve one from a phone, in both languages.
API, webhooks & a manual
A REST API with per-workspace keys, twelve signed webhook events with a retry ladder, and a developer guide written from the code rather than about it.
It runs while you sleep
Quotes expire themselves, reminders go out before they do, approvals get nudged, clients go quiet on their own, and deals re-score overnight.
Who changed what
An append-only record of everything with a consequence — approvals, sends, acceptances, configuration. Nothing in the product can edit or delete an entry.
A manual that ships with it
Seventeen chapters inside the app, in both languages, with diagrams and worked examples — so a new colleague learns the product rather than the buttons.
Invoices & payments
Turn an accepted quotation into a deposit and a final invoice, or raise one by hand. VAT per tax code, payments recorded against the bill, and an outstanding figure per currency that answers "has this been paid" without a spreadsheet.
Your own mailbox, connected
Each person connects their own SMTP and IMAP, so a quotation leaves from the address the customer already knows and the reply lands back on the record. Correspondence filed against the client, the deal and the document it belongs to.
Campaigns that write themselves
State the objective. The workspace proposes the audiences, drafts every email in the sequence and reports the numbers step by step — you approve what actually sends.
Agents with their own mailboxes
Each campaign comes from a named colleague sending through your own SMTP, so your domain signs the mail and the replies land where you can read them.
Knowledge base
Upload documents or read your website. Everything a campaign writes is answered from those sources.
Four ways to capture a lead
Hosted forms, your own site's contact-form emails, a spreadsheet import, or contacts you already hold.
Lead scoring
Weights you set per industry, seniority, size and country, applied nightly — and it shows its working.
Find leads on the web
Describe who you are looking for and get back real people, each with a link to where they were found.
Sales assets
Collateral, certificates and awards the agents attach when a customer asks for one.
Deliverability guard
Bounce and complaint limits you set. Cross one and the mailbox stops, the campaign pauses, and somebody is told.
Security & control
Enterprise-grade control, without the enterprise weight.
Start from six seeded roles — Owner, Admin, Sales Manager, Agent, Finance, Viewer — or design your own across 31 permission switches. Visibility scopes decide whose records each person sees: their own, their team's, or everyone's. Per-user exceptions cover the one colleague who is, well, an exception.
- Team scope follows your manager hierarchy
- Permission changes apply on the next click — no re-login
- Disable a member and every session ends instantly
- A workspace can never lock itself out of the Owner role
How it works
Four steps from hello to signed.
STEP 01
Capture
A deal lands on the board — typed in, imported from a spreadsheet, or auto-created by its first quote.
STEP 02
Quote
Build the proposal in the studio. Pricing, currency, VAT and template resolve themselves; the checks watch your back.
STEP 03
Approve & send
Approval routes itself to the right manager. One click sends a branded email, the PDF and a live share link.
STEP 04
Close & learn
Your client accepts online. The deal closes, the forecast moves, and the reports already know why you won.
3×faster to send a quote
40%quicker approvals
0pricing & placeholder errors
Find the work. Win the deal.
Spin up your workspace in minutes. Free to start, no credit card — bilingual out of the box.