OKRs

Goals that don’t go stale in a spreadsheet

OKRs tracks objectives and their key results next to the projects, deals and client work that actually move them. A periodic check-in asks for real progress updates, so the numbers do not drift.

Objectives + key results

Each objective carries linked, measurable key results underneath it.

Full CRUD

Create, edit, and archive objectives and key results as priorities shift.

Periodic check-ins

A recurring review mechanism prompts progress updates so status stays current.

How it works

Step 1

Set objectives and key results

Each objective carries linked, measurable key results underneath it.

Step 2

Get prompted to check in

A periodic review asks for progress updates so status reflects reality.

Step 3

See what’s on track

Progress rolls up from key results to the objective at a glance.

Objectives with linked key results, each objective can carry multiple measurable key results underneath it
Full CRUD: create, edit, and archive objectives and key results as priorities shift
A periodic check-in review mechanism prompts progress updates on key results, so status reflects reality instead of going stale
Progress rolls up from key results to the objective, so you can see at a glance which goals are on track

Part of one workspace

Every part reads and writes the same records, so nothing has to be kept in sync.

ChatAsk anything about a client, deal, or document.InboxA Morning Brief and alerts for what needs you.PlaybooksRoutine work, run on schedule within your limits.KnowledgeContext, activity, and decisions, recalled.PipelineOne board for every deal, across every client.DeliveryEvery project and cycle in one urgent-first list.DocsProposals and reports drafted from real history.

Leave the call with your first follow-up drafted.

A short call to connect Gmail and your calendar, bring in your clients and set the first rules. You approve everything it drafts.

See pricing