Mutual Action Plan Software

A Mutual Action Plan (MAP) lays out the steps, responsibilities, and deadlines for both you and your customer, creating a shared path to success. By having a clear, collaborative plan, you can anticipate and address any potential delays or concerns, keeping the deal on track. The MAP ensures everyone knows their role, boosting accountability and increasing the likelihood of a successful close.

The Smart Timeline is an automated feature that captures key milestones and tracks the progress of your deal. It provides a clear, organized view of the deal's status and upcoming actions, helping both you and your customer stay aligned. The timeline updates automatically, ensuring that everyone involved is aware of important steps without having to manually update or follow up

Yes, stakeholders with access to the dealroom can view the timeline, see their assigned stakeholder group, and even add relevant comments or feedback. This shared visibility encourages collaboration and allows stakeholders to stay engaged, ensuring that everyone has a clear understanding of next steps and their role in the process.

The smart timeline automatically captures significant events—such as the dealroom creation date, stakeholder engagement, or key meeting dates—keeping everyone up-to-date. It sends reminders for upcoming deadlines and logs critical actions, making it easy to keep track of progress and ensuring nothing falls through the cracks.

Absolutely! Each smart timeline and Mutual Action Plan can be customized to meet the specific needs of your customer. You can adjust milestones, add customer-specific steps, and set unique deadlines, allowing you to create a tailored plan that aligns perfectly with each deal's goals and timeline.