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Runs itself when a deal is won. Reporting, follow-ups and coordination get done overnight, with a human on anything that leaves the building.
When a deal in Sales is marked Won.
From the deal, in the brain. Duplicates resolved automatically.
Personalised from the deal notes; waits for a person to send.
Project created, kickoff proposed against the owner's calendar.
Invoice schedule drafted from the agreed terms; a person confirms.
Finance and delivery are told, with the numbers that already agree.
Sample workflow. You decide; Firmgrove does. Anything outbound waits for a person.
Generated by Firmgrove. Sample data.