See a deal move forward.
Explore a sample deal for direct or partner sales: the first conversation, a Twyolo AI answer with its sources, the next step and the pipeline. No signup.
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Sample data · invented companies and people
Direct sales
Start with a person.
Keep contacts and leads in one place. A lead from your website form arrives as New, ready for your team to qualify.
Qualify the lead, then convert it.
Only a Qualified lead converts. Converting it sets up the account, then opens the new opportunity form with the account and the contact already filled in.
Keep the conversation on the deal.
Discuss each deal with your team in Internal team, right on the deal. A direct deal has no partner, so there is no Deal chat.
Ask what changed.
See what's still open on the deal, kept apart from Twyolo AI's recommended next action.
Choose the next step yourself.
Twyolo AI can suggest the next step and shows who will see it. Nothing happens until you press it.
The next step stays with the deal.
Each deal keeps its next step and due date. When it's due, the deal waits in your Inbox until it's done.
Partner sales
A partner registers the deal.
Partners register deals. A named person on your team approves, asks for more information, or declines.
Check for conflicts, then decide.
Each registration is checked for duplicates and conflicts with other partners' deals before you decide.
Share what the partner needs. Keep the rest inside.
Each deal has Deal chat, shared with the partner on it, and Internal team, which partners never see.
Ask what changed.
See what's still open on the deal, kept apart from Twyolo AI's recommended next action.
Choose the next step yourself.
Twyolo AI can suggest the next step and shows who will see it. Nothing happens until you press it.
The next step stays with the deal.
Each deal keeps its next step and due date. When it's due, the deal waits in your Inbox until it's done.