Enterprise deals don't close on a hunch. They close on a system.
Multi-stakeholder deals with three-month cycles don't survive in a spreadsheet. Worxley gives B2B teams the pipeline visibility to know exactly where every deal stands — and why.
Start your B2B trial- QualifiedNorthwind LogisticsScore 84 · routed to Arjun
- Stakeholders4 of 4 mappedCFO, IT, Ops, Procurement
- Closed won₹18L annual contractE-signed · forecast updated
The deal that dies in a spreadsheet nobody checks
Enterprise sales rarely lose to a competitor in one dramatic pitch — they lose quietly, when a stakeholder goes cold and nobody notices for three weeks. With five contacts, two departments, and a 90-day cycle per deal, the spreadsheet that worked for ten leads a month falls apart at fifty, and forecasts turn into guesses leadership stops trusting.
- 01
Deal status lives in a rep's head, not in a system anyone can check
- 02
A champion goes quiet and nobody notices for weeks
- 03
Forecasts are built from gut feel the week before the board call
- 04
Handoffs between SDR and AE lose context every time
A day at Crestline Software
Arjun Rao, account executive — one working day, from first enquiry to money in.
From first call to signed contract
Following Northwind Logistics — Fleet platform · 4 stakeholders · ₹18L.
- 01
Qualify
Inbound and outbound leads are scored and routed to the right rep automatically.
QualifiedScore 84 · enterprise fit - 02
Map
Every stakeholder on the account is logged, not just the first contact.
MappedCFO, IT, Ops, Procurement - 03
Engage
Calls, emails, and meetings are tracked against the deal — visible to the whole team.
Proposal outPR-311 · ₹18L annual - 04
Forecast
Stage-weighted forecasts pull from real activity, not a rep's optimism.
CommitIn this quarter's forecast
Pipeline visibility from first call to signed contract
Worxley replaces shared spreadsheets with a structured pipeline that maps every stakeholder, touchpoint, and stage — so leadership sees exactly where revenue stands.
What changes for your team
The forecast call is tomorrow, and the sales lead is stitching it together from three reps' inboxes and a spreadsheet nobody's updated since last Tuesday. One deal that looked healthy two weeks ago has gone quiet — the champion changed roles, and nobody on the account noticed until the renewal date came and went.
The forecast is already sitting in Worxley, built from logged activity across every rep. When the champion on that account changed roles, the stakeholder record flagged it the same week — giving the rep time to build a relationship with the new decision-maker before the deal went cold, not after.
Everything else an enterprise sales team needs
Payment and invoicing built in
Send payment links for deposits or invoices directly from the deal record — no separate billing tool.
Automated approval workflows
Route quotes and discounts through the right approver automatically, with a full audit trail.
AI meeting summaries
Worxley AI drafts a summary and next steps after a logged call, so nothing depends on a rep's notes.
Saved views by stage, owner, or segment
Build and share filtered pipeline views — every AE working enterprise accounts, every deal stuck over 30 days.
Territory and account-based routing
Route leads by territory, industry, or account size, so the right rep owns the right accounts from day one.
Rep and team performance reports
Conversion rate, average deal size, and cycle length per rep — the data behind every coaching conversation.
Questions teams like yours ask
Yes. Every contact engaged in a deal is tracked against the account, not just the primary contact — so you always know who's involved and who's gone quiet.
Forecasts are built from stage-weighted pipeline data pulled from logged activity — not manual spreadsheet entry — so the number reflects what's actually happening in the pipeline.
Yes. Approval chains for quotes and discounts are fully configurable to match your existing structure, with every step logged for audit.
Worxley connects to your payment gateway and can export data via API — so it fits into your existing stack rather than replacing all of it at once.
Still have questions? Talk to our team
You've seen how B2B deals run on Worxley. Now run yours.
Map your stakeholders, track every deal stage, and forecast from real pipeline data.