Deal Intelligence
See the sources, people and next step for a deal. Keep a personal recovery watch when the timing is not right yet.
Explore the workflowFrom the first click to the next project. Explore connected tools for customer conversations, marketing, AI and everyday work, then choose the modules that fit your plan.
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Start with the customer in AI CRM. Use Meeting Notes and Knowledge for context, then review a brief, field suggestion or native Orbit action.
See the sources, people and next step for a deal. Keep a personal recovery watch when the timing is not right yet.
Explore the workflowSample a supported CRM field, inspect the evidence and apply the values you approve.
Explore the workflowBuild a view around a business question and open the records behind a result.
Explore the workflowSpacebrain brings customer records, conversations, marketing, AI assistance, and delivery tools into one platform. Explore forms and funnels for lead capture, CRM and Inbox for customer work, and scheduling, automations, tasks, agreements, and payments for the next step.
Availability and usage depend on your plan.
Need a workflow for your industry? Explore Add-ons and Gym Management, or connect your own process with Automations.
Keep people, companies, conversations and deals together. Read a sourced deal brief, review the next action and update useful CRM fields with evidence you can check.
ExploreRead the message beside the customer history and owner. Prepare a reply or hand the conversation to a teammate who can see what has already happened.
ExploreWhen your team is busy, give callers a useful response. Answer common questions, collect their details and help them book, with the conversation kept in CRM.
ExploreGive your voice agent a job: collect project details, answer an approved question or guide a caller to a booking. Set the knowledge and human handoff rules.
ExploreConnect a feedback request to a customer milestone. Manage the sequence, assign response work and keep the history available for the next conversation.
ExploreOpen a sourced deal brief, see the people involved and review the next follow-up.
ExplorePropose useful field values from customer context, review the evidence and keep manually entered values protected.
ExploreCreate branded conversational forms that ask one question at a time. Connect the answers to CRM and follow-up so your team starts with the context already in view.
ExploreUse conditional questions, scoring and personalized results to guide each visitor toward a relevant offer. Keep the answers connected to the next customer conversation.
ExploreGive your campaign a focused page with one offer and a clear action. Connect the form, booking or payment step to the customer who responds.
ExploreConnect the landing page, form and next action into a customer journey. Guide visitors toward a clear decision and bring their responses into CRM and follow-up.
ExploreCreate a live, on-demand or automated webinar. Keep registration, reminders, attendance and the post-event follow-up connected to the customer.
ExploreBuild a campaign for a CRM audience, prepare the email and review eligible recipients. Keep the campaign and the conversation it starts in the same workspace.
ExplorePlan the campaign, create with your Brand Kit and review drafts before scheduling supported social posts. Keep the content and publishing work in one place.
ExploreFind technical issues, research keywords and track search and AI visibility with your connected data providers. Turn the findings into prioritized work your team can act on.
ExploreCheck individual addresses or lists, review valid, invalid, risky and unknown results, and inspect credit usage before exporting.
ExploreAsk questions with your customer context in view. Check sources, review a proposed task, email draft or CRM update, then follow the result in the tool where the work happens.
ExploreSet the rules, knowledge and human handoff for AI-assisted customer replies. Test the experience before enabling it.
ExploreKeep business knowledge available to AI workflows. Approve specific sales material, bring it into a customer email draft and check that its source is still current.
ExploreSend an automatic text when your team cannot answer a call. Capture the caller’s reply and connect the conversation to its CRM record and owner.
ExploreHelp prospects get their initial questions answered, share the details that matter and find the right calendar. Keep the conversation context alongside the booking.
ExploreSet a follow-up call for eligible new inquiries using the details they submitted. Keep the call outcome and next action in CRM for the person taking over.
ExploreBuild welcome, nurture and follow-up journeys with waits, engagement branches, audience rules and sending controls.
ExploreConnect customer and module events to conditions, tasks and native actions. Test the path and follow each run.
ExploreConnect course pages, enrollment, payments, memberships and webinars into a reviewed launch and follow-up workflow.
ExploreConnect paid memberships, member records, payments, events and follow-up while using the discussion platform your community already runs.
ExploreBring the customer promise into your daily plan. Assign the task, organize project work and move between a board, calendar and timeline as the work changes.
ExploreSet availability, manage bookings and plan your daily schedule alongside customer work. Walk into the meeting with the record and the next task close at hand.
ExploreCapture a supported meeting or bring notes from Granola. Prepare with customer context, check what was agreed and review the follow-up in your CRM and Orbit.
ExploreCreate an estimate, send an invoice or share a payment link. Track the payment alongside the customer, including recurring invoices for ongoing work.
ExploreBuild the proposal or contract, choose the recipients and collect signatures. Keep the accepted scope connected to the customer as delivery begins.
ExplorePublish an offer, enroll the right member and keep access, required agreements and renewal billing connected. Use supported benefits in Gym and Calendar without creating a separate customer history.
ExploreSend clients a scoped Meta access request and see what is still needed. Keep authorization and the delivery owner clear so the next piece of work can begin.
ExploreTurn a business question into a useful dashboard. Start with a template or a quoted AI request, adjust the report and inspect the records behind the result.
ExploreOffer clients a branded AI receptionist service. Manage calls, qualification, booking and follow-up as a connected customer workflow your agency can oversee.
ExploreConnect front-desk visits, class attendance and member access to Memberships and Payments.
ExploreIn development: AI agents for short-term rental operations.
Explore workspace modules and industry packs, then review and customize the installed resources.
ExploreChoose a starting point that fits the way your business works.
Choose the part of the customer journey you need to improve first: forms and funnels for capture, CRM and Inbox for follow-up, Calendar for booking, or Tasks for delivery. Each feature page explains its capabilities and the connected next step.
Supported Spacebrain modules work with the built-in CRM and related customer activity. For example, a form response can continue into a contact record, an owner assignment, and a booking or follow-up workflow.
No. Core tools, advanced controls, capacity, and metered services vary by plan. Check each feature page and the current pricing details for the requirements that apply to your workflow.