Agentic Project Management for sales teams.
Run complex B2B deals as projects, not stages.
Align buyers, coordinate your team, and forecast from the real work left in every opportunity, all in one shared workspace.
Trusted by modern GTM leaders
The problem
Messy buying journeys, rigid sales funnels
Messy buying journeys, rigid sales funnels
Buying cycles are messy and disordered. Stakeholders jump in and out, requirements evolve, and signature paths are rarely straightforward. CRM still shows a straight line and stages leave you guessing on risk and dates.
Buying cycles are messy and disordered. Stakeholders jump in and out, requirements evolve, and signature paths are rarely straightforward. CRM still shows a straight line and stages leave you guessing on risk and dates.
Blind spots in active deals
Stakeholders, risks and next steps live in heads, slides and call transcripts, not in one project view the whole team can trust.
Blind spots in active deals
Stakeholders, risks and next steps live in heads, slides and call transcripts, not in one project view the whole team can trust.
Blind spots in active deals
Stakeholders, risks and next steps live in heads, slides and call transcripts, not in one project view the whole team can trust.
Internal mess
Sales, SEs, partners, security and legal each run their own thread. There is no shared plan for who does what, when, and how it affects the close date.
Internal mess
Sales, SEs, partners, security and legal each run their own thread. There is no shared plan for who does what, when, and how it affects the close date.
Internal mess
Sales, SEs, partners, security and legal each run their own thread. There is no shared plan for who does what, when, and how it affects the close date.
Forecasts you cannot trust
Dates are picked in a hurry, based on stages and gut feel. There is no clear link between the forecast and the amount of work left in the deal.
Forecasts you cannot trust
Dates are picked in a hurry, based on stages and gut feel. There is no clear link between the forecast and the amount of work left in the deal.
Forecasts you cannot trust
Dates are picked in a hurry, based on stages and gut feel. There is no clear link between the forecast and the amount of work left in the deal.
Jointflows GTM OS
Full suite of capabilities to run deals as projects.
Jointflows lives inside your CRM and turns every opportunity into a structured project plan. Clear tasks, owners, risks and dates across your buying committee and your internal team.
Internal orchestration
Buyer seller alignment
Project-based forecasting
Revenue knowledge-base
Internal orchestration
Multithreaded project plans tied to a target close date.
With one click, Jointflows builds a project plan with tasks in the right order, on a realistic timeline, and preassigned to the right internal owners. Everyone knows what they need to do and by when.
Internal orchestration
Buyer seller alignment
Project-based forecasting
Revenue knowledge-base
Internal orchestration
Multithreaded project plans tied to a target close date.
With one click, Jointflows builds a project plan with tasks in the right order, on a realistic timeline, and preassigned to the right internal owners. Everyone knows what they need to do and by when.
Internal orchestration
Buyer seller alignment
Project-based forecasting
Revenue knowledge-base
Internal orchestration
Multithreaded project plans tied to a target close date.
With one click, Jointflows builds a project plan with tasks in the right order, on a realistic timeline, and preassigned to the right internal owners. Everyone knows what they need to do and by when.
Deal progression AI agents
Agents that keep every deal moving.
The AI agents watch project plans, call transcripts and CRM activity. They update plans, surface gaps and keep your forecasts honest.
Buyer-Alignment agent
Signal from calls, emails and notes, then updates the buyer view to match requirements and timelines.
Internal Orchestration agent
Builds and updates internal project plans. Assigns work to the right people and creates simple handover tasks.
Forecasting agent
Tracks progress against the close date. Flags slipped tasks, missing requirements and weak coverage before the quarter end. Pulls s
Knowledge agent
Pulls similar closed deals, case studies and proofs into the project so you can match the right evidence to each requirement.
Object agent
Detects patterns in activities across deals and turns them into tracked reusable objects so you can reuse what works instead of rebuilding it each time.
How teams use Jointflows
Built for complex B2B revenue teams.
From mid-market SaaS to enterprise platforms, teams use Jointflows to bring order to messy buying cycles and to remove drama from forecasting.
Mid-Market & Ent Sales
Sales teams turn each deal into a project and agree timelines and requirements with the buying committee.
Mid-Market & Ent Sales
Sales teams turn each deal into a project and agree timelines and requirements with the buying committee.
Mid-Market & Ent Sales
Sales teams turn each deal into a project and agree timelines and requirements with the buying committee.
Mid-Market & Ent Sales
Sales teams turn each deal into a project and agree timelines and requirements with the buying committee.
Enterprise expansion
Regional and global workstreams sit in one project so leaders see movement and risk at a glance.
Enterprise expansion
Regional and global workstreams sit in one project so leaders see movement and risk at a glance.
Enterprise expansion
Regional and global workstreams sit in one project so leaders see movement and risk at a glance.
Enterprise expansion
Regional and global workstreams sit in one project so leaders see movement and risk at a glance.
OEM and partnerships
Technical and commercial paths are split into clear phases so both sides see open and fully validated requirements.
OEM and partnerships
Technical and commercial paths are split into clear phases so both sides see open and fully validated requirements.
OEM and partnerships
Technical and commercial paths are split into clear phases so both sides see open and fully validated requirements.
OEM and partnerships
Technical and commercial paths are split into clear phases so both sides see open and fully validated requirements.
Services and onboarding
After signature, the full project moves into onboarding and customer success so handover feels simple.
Services and onboarding
After signature, the full project moves into onboarding and customer success so handover feels simple.
Services and onboarding
After signature, the full project moves into onboarding and customer success so handover feels simple.
Services and onboarding
After signature, the full project moves into onboarding and customer success so handover feels simple.
Testimonials
Trusted by high performing sales teams.
Leaders use Jointflows to bring clarity to complex cycles and to make forecast calls shorter and calmer.
Show more
“A way for me to keep the prospect / client informed of the process for their complex buying journey. Great Platform, Great team.”
Jess M.
Head of Client Success
“We have seen significant improvements in our onboarding process thanks to Jointflows. With Jointflows, we can easily identify and address any issues, keep track of our projects, and accurately measure our progress. This allows us to determine if we are on schedule or behind. Additionally, Jointflows has increased transparency within our team and with our clients. It provides our clients with visibility into the progress of their projects and holds them accountable for their assigned tasks.”
Jude R.
Chief Services Officer
“Before using Jointflows, I didn't realize we were collectively failing at closing deals. The entire organization can assist our Account Executives in closing their deals. As a Sales Manager, I can quickly identify threats in our pipeline and act accordingly”
Gregoire B.
Head of Business Development
"As a sales rep, I love how JointFlows can enhance collaboration between the sales person and the prospect. They help bridge the communication gap between sales person and prospect by providing a collaboration tool to help us plan and execute next steps."
Jaeton C.
Head of Business Development
“Great value - Helps you stay organised, forecast and close quicker. I like the fact it allows you to stay in control of your pipeline instead of being all over the place with multiple spreadsheets and documents = More accurate pipeline allowing you to forecast and close deals quicker. Allowing you also to qualify out quicker in the sales process.”
Leigh H.
Account Executive
"Jointflows has helped me to guarantee forecasts and close more deals! Jointflows have helped me to streamline my closing plans taking away all of the unknowns and making each stakeholder accountable for their role in the deal, this has not only improved my close rate but they have allowed me to increase the number of deals I am closing at any one time. The forecasting and deal tracking capabilities allow me to identify where I have risks in my deals this allows me to quickly and efficiently eradicate the risks or bring in the right people to help without having to go back through hundreds of emails and call recordings. Before Jointflows I was spending hours chasing internal and external stakeholders to get NDA's, T&Cs, Order forms, and PO's and many more but now with Jointflows this is all automated and streamlined."
Josh D.
Enterprise AE
“Jointflows is enabling us to better manage our projects and give clients visibility over project progress. Previously we managed our projects via a custom Salesforce object which made understanding simple things like how long certain tasks take far more difficult than it should be. JointFlows really allows me to understand exactly how long our onboarding process takes, where we might be having issues and whether our projects are on time or slipping. It also gives us the added benefit of being able to provide more transparency to our clients, helping them understand how a project is progressing and helping us keep our clients accountable for the tasks they're responsible for.”
Scott S.
VP of Onboarding
“Real value to CEO's, Sales Leaders and sales teams. Turns Subjective sales cycles and forecasts into Objective meaning and data. Clarity to sales cycles, better forecasting and prediction for Founders/CEO's and consistency to sales teams and onboarding new resources. In enterprise and complex selling and in a bootstrapped business, forecasting and prediction of revenue/cashflow was critical. Jointflows added real meaning to this conversation but also gave us a consistent point of view to run sales meetings and offer better insights into best next steps and gaps to navigate.”
Darren H.
VP of Sales
Show more
“A way for me to keep the prospect / client informed of the process for their complex buying journey. Great Platform, Great team.”
Jess M.
Head of Client Success
“We have seen significant improvements in our onboarding process thanks to Jointflows. With Jointflows, we can easily identify and address any issues, keep track of our projects, and accurately measure our progress. This allows us to determine if we are on schedule or behind. Additionally, Jointflows has increased transparency within our team and with our clients. It provides our clients with visibility into the progress of their projects and holds them accountable for their assigned tasks.”
Jude R.
Chief Services Officer
“Before using Jointflows, I didn't realize we were collectively failing at closing deals. The entire organization can assist our Account Executives in closing their deals. As a Sales Manager, I can quickly identify threats in our pipeline and act accordingly”
Gregoire B.
Head of Business Development
Show more
“A way for me to keep the prospect / client informed of the process for their complex buying journey. Great Platform, Great team.”
Jess M.
Head of Client Success
“We have seen significant improvements in our onboarding process thanks to Jointflows. With Jointflows, we can easily identify and address any issues, keep track of our projects, and accurately measure our progress. This allows us to determine if we are on schedule or behind. Additionally, Jointflows has increased transparency within our team and with our clients. It provides our clients with visibility into the progress of their projects and holds them accountable for their assigned tasks.”
Jude R.
Chief Services Officer
“Before using Jointflows, I didn't realize we were collectively failing at closing deals. The entire organization can assist our Account Executives in closing their deals. As a Sales Manager, I can quickly identify threats in our pipeline and act accordingly”
Gregoire B.
Head of Business Development
"As a sales rep, I love how JointFlows can enhance collaboration between the sales person and the prospect. They help bridge the communication gap between sales person and prospect by providing a collaboration tool to help us plan and execute next steps."
Jaeton C.
Head of Business Development
“Great value - Helps you stay organised, forecast and close quicker. I like the fact it allows you to stay in control of your pipeline instead of being all over the place with multiple spreadsheets and documents = More accurate pipeline allowing you to forecast and close deals quicker. Allowing you also to qualify out quicker in the sales process.”
Leigh H.
Account Executive
"Jointflows has helped me to guarantee forecasts and close more deals! Jointflows have helped me to streamline my closing plans taking away all of the unknowns and making each stakeholder accountable for their role in the deal, this has not only improved my close rate but they have allowed me to increase the number of deals I am closing at any one time. The forecasting and deal tracking capabilities allow me to identify where I have risks in my deals this allows me to quickly and efficiently eradicate the risks or bring in the right people to help without having to go back through hundreds of emails and call recordings. Before Jointflows I was spending hours chasing internal and external stakeholders to get NDA's, T&Cs, Order forms, and PO's and many more but now with Jointflows this is all automated and streamlined."
Josh D.
Enterprise AE
“Jointflows is enabling us to better manage our projects and give clients visibility over project progress. Previously we managed our projects via a custom Salesforce object which made understanding simple things like how long certain tasks take far more difficult than it should be. JointFlows really allows me to understand exactly how long our onboarding process takes, where we might be having issues and whether our projects are on time or slipping. It also gives us the added benefit of being able to provide more transparency to our clients, helping them understand how a project is progressing and helping us keep our clients accountable for the tasks they're responsible for.”
Scott S.
VP of Onboarding
“Real value to CEO's, Sales Leaders and sales teams. Turns Subjective sales cycles and forecasts into Objective meaning and data. Clarity to sales cycles, better forecasting and prediction for Founders/CEO's and consistency to sales teams and onboarding new resources. In enterprise and complex selling and in a bootstrapped business, forecasting and prediction of revenue/cashflow was critical. Jointflows added real meaning to this conversation but also gave us a consistent point of view to run sales meetings and offer better insights into best next steps and gaps to navigate.”
Darren H.
VP of Sales
Show more
“A way for me to keep the prospect / client informed of the process for their complex buying journey. Great Platform, Great team.”
Jess M.
Head of Client Success
“We have seen significant improvements in our onboarding process thanks to Jointflows. With Jointflows, we can easily identify and address any issues, keep track of our projects, and accurately measure our progress. This allows us to determine if we are on schedule or behind. Additionally, Jointflows has increased transparency within our team and with our clients. It provides our clients with visibility into the progress of their projects and holds them accountable for their assigned tasks.”
Jude R.
Chief Services Officer
“Before using Jointflows, I didn't realize we were collectively failing at closing deals. The entire organization can assist our Account Executives in closing their deals. As a Sales Manager, I can quickly identify threats in our pipeline and act accordingly”
Gregoire B.
Head of Business Development
"As a sales rep, I love how JointFlows can enhance collaboration between the sales person and the prospect. They help bridge the communication gap between sales person and prospect by providing a collaboration tool to help us plan and execute next steps."
Jaeton C.
Head of Business Development
“Great value - Helps you stay organised, forecast and close quicker. I like the fact it allows you to stay in control of your pipeline instead of being all over the place with multiple spreadsheets and documents = More accurate pipeline allowing you to forecast and close deals quicker. Allowing you also to qualify out quicker in the sales process.”
Leigh H.
Account Executive
"Jointflows has helped me to guarantee forecasts and close more deals! Jointflows have helped me to streamline my closing plans taking away all of the unknowns and making each stakeholder accountable for their role in the deal, this has not only improved my close rate but they have allowed me to increase the number of deals I am closing at any one time. The forecasting and deal tracking capabilities allow me to identify where I have risks in my deals this allows me to quickly and efficiently eradicate the risks or bring in the right people to help without having to go back through hundreds of emails and call recordings. Before Jointflows I was spending hours chasing internal and external stakeholders to get NDA's, T&Cs, Order forms, and PO's and many more but now with Jointflows this is all automated and streamlined."
Josh D.
Enterprise AE
“Jointflows is enabling us to better manage our projects and give clients visibility over project progress. Previously we managed our projects via a custom Salesforce object which made understanding simple things like how long certain tasks take far more difficult than it should be. JointFlows really allows me to understand exactly how long our onboarding process takes, where we might be having issues and whether our projects are on time or slipping. It also gives us the added benefit of being able to provide more transparency to our clients, helping them understand how a project is progressing and helping us keep our clients accountable for the tasks they're responsible for.”
Scott S.
VP of Onboarding
“Real value to CEO's, Sales Leaders and sales teams. Turns Subjective sales cycles and forecasts into Objective meaning and data. Clarity to sales cycles, better forecasting and prediction for Founders/CEO's and consistency to sales teams and onboarding new resources. In enterprise and complex selling and in a bootstrapped business, forecasting and prediction of revenue/cashflow was critical. Jointflows added real meaning to this conversation but also gave us a consistent point of view to run sales meetings and offer better insights into best next steps and gaps to navigate.”
Darren H.
VP of Sales
Integrations
Connects to your sales stack.
Jointflows embeds inside your existing CRM and reads from tools you already use, like Salesforce, HubSpot and conversation intelligence. Projects, agents and forecasts stay in line with your system of record instead of trying to replace it.
Resources
Learn the modern way to run deals.
Deep dives, principles and live conversations on modern buying journeys and project based selling.
Podcast
How to Manage Long Sales Cycles Without Losing Momentum
Jan 6, 2026
Podcast
How to Manage Long Sales Cycles Without Losing Momentum
Jan 6, 2026
Podcast
How to Manage Long Sales Cycles Without Losing Momentum
Jan 6, 2026
Podcast
How to Manage Long Sales Cycles Without Losing Momentum
Jan 6, 2026
Insights
Why Your CRM Fails the Rep Before the Rep Fails the CRM
Jan 6, 2026
Insights
Why Your CRM Fails the Rep Before the Rep Fails the CRM
Jan 6, 2026
Insights
Why Your CRM Fails the Rep Before the Rep Fails the CRM
Jan 6, 2026
Insights
Why Your CRM Fails the Rep Before the Rep Fails the CRM
Jan 6, 2026
Podcast
From Rep to Leader: Lessons on Sales Leadership and Confidence
Jan 2, 2026
Podcast
From Rep to Leader: Lessons on Sales Leadership and Confidence
Jan 2, 2026
Podcast
From Rep to Leader: Lessons on Sales Leadership and Confidence
Jan 2, 2026
Podcast
From Rep to Leader: Lessons on Sales Leadership and Confidence
Jan 2, 2026