OppFlow docs
One workspace for renewals and new business, sitting on top of your CRM, with an AI assistant on every surface. Here is how all of it works.
Start here
What OppFlow is →
The shape of the product, who it is for, and what to read next.
The workspace shell →
The rail, the command bar, and the territory chip that scopes everything.
Roles, visibility & admin →
Three independent axes: what you do, what you see, what you may configure.
Browse
Working deals →
Pipelines, the deal record, write-back, activity, relationship maps, tasks, notes and forecast.
Marvin & Plays →
The assistant, the ⌘K command bar, and the plays that surface work.
Team & territories →
Members, invites, signup links, regions and reporting.
Administration →
System of record, CRM migration, email, SSO, external data and billing.
Integrations →
What connects, what does not, and how each connection is made.
Reference →
The glossary of terms that mean something specific here.
Elsewhere
In-app help →
The same material inside the product, next to the screen it describes.
oppflow.ai →
What OppFlow is and what it costs.
OppFlow.ai docs · by Traversal · v0.1.32