Sales & Pre-Sales

Team Collaboration

Keep sales, pre-sales and managers working off one shared pipeline.

app.sell.do
Team CollaborationOne thread per deal@ MentionDeal thread — Anjali Naik · Skyline Heights 3BHKADAarti D.10:02Buyer wants B-1601 but flags floor rise. Cost sheet v3 attached.RKRohan K.10:14@Sneha can we hold the unit till Saturday's visit?SMSneha M.10:31Held till Sat 6pm. Don't extend without me.Jarvis10:33Loan pre-approval still missing. Requested on WhatsApp.ADAarti D.11:48Buyer confirmed visit. Bringing spouse and parents.Who's on this dealADAarti D.OwnerRKRohan K.Team leadSMSneha M.Sales headFNFinanceWatcherShared contextno re-explaining✓ Cost sheet v3✓ Unit hold till Sat 6pm✓ 2 site visits, 6 calls◷ Loan pre-approval pendingHandover loses nothing — it's allon the deal.

The problem teams live with

The context that decides a deal lives in a WhatsApp group: the unit is held until Saturday, the buyer's objection is the floor rise, finance is waiting on a PAN copy. When the owning representative takes leave, that context leaves with them, and the buyer is asked to explain themselves again to someone new.

How Sell.Do solves it

Sell.Do puts the conversation on the deal instead of in a group. Mentions, notes, decisions and attachments live against the lead, visible to everyone who should see them and nobody who should not. Jarvis participates in the thread — flagging the missing document, the expiring hold — so the record of what was decided sits next to the record of what happened.

How it works

Team Collaboration, step by step

  1. 1@mentions & internal notes
  2. 2Shared lead ownership
  3. 3Handoffs with context
  4. 4Activity visibility

One thread per deal — mentions, decisions, documents and AI notes, scoped by hierarchy.

What you get

Built for the real workflow

  • @mentions & internal notes
  • Shared lead ownership
  • Handoffs with context
  • Activity visibility
Jarvis AI

Jarvis keeps the thread honest

While two representatives discuss holding the unit, Jarvis notes that the buyer's loan pre-approval is still missing and has already requested it on WhatsApp — the thing everyone assumed someone else had done.

One thread
Per deal, not per group
Nothing lost
On handover or leave
Scoped
Visibility by hierarchy

Frequently asked questions

A group is organised by people; this is organised by deal. When the representative changes, the deal thread stays. When the deal closes, the reasoning behind the discount is still attached to it.

See Team Collaboration on your own pipeline

Book a 30-minute walkthrough tailored to your projects, team and process.