Stax.ai, Inc

Deals is the built-in CRM in Stax.ai CX. It turns your sales pipeline into a visual funnel board, so every teammate can create, track, and manage sales opportunities.

Deals CRM Overview

This article covers the day-to-day mechanics of Deals in Stax.ai CX: creating deals, moving them through stages, closing them, and configuri

Creating and Managing Deals

As a TPA, you often need one list of who is assigned to each client — trustees, accountants, financial advisors, client managers.

Reporting on Contacts and Companies

This is built for the people who watch the sales numbers — TPA owners, heads and VPs of sales, and CROs — so you can see where you stand and…

Deals Performance and Forecasting

Andrew Flowers

Track prospects and sales opportunities with the built-in CRM.

Deals

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Create your workspace and invite the people you work with.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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