Lodge for sales teams

Get every specialist answer before you send the proposal.

Keep account context, proposal work, specialist answers, pricing, approvals, and the final customer commitment in one deal project. The CRM stays the account record.

The tools already in the job
Salesforce Slack Google Drive

See the whole account

Bring the customer goal, stakeholders, history, open questions, and next decision together.

Get every specialist answer

Give security, product, finance, and legal the exact work the deal needs.

Approve every promise

Keep pricing, terms, commitments, and the responsible approval with the final offer.

One Lodge project

Salesforce keeps the account. Lodge keeps the work behind the offer.

Account context, security answers, product input, pricing review, contract positions, and proposal drafts converge before anyone promises them to the customer.

Sales Where the job stands
  1. Account
    Northstar expansion

    Goal, stakeholders, history, risk, and next decision

  2. Prepare
    Enterprise proposal

    Product, security, pricing, legal, and open questions

  3. Commit
    Approved offer

    Final terms, approver, and owner of every promise

What it looks like

Build an enterprise proposal without turning the deal into ten side threads.

The account team and every specialist answer the same customer request against one current deal brief.

  1. 01 · Discover

    Understand the buying decision

    Capture the customer goal, stakeholders, deadline, risk, and next commitment.

  2. 02 · Prepare

    Get every specialist answer

    People and AI draft the proposal while specialists resolve product, security, pricing, and terms.

  3. 03 · Commit

    Approve what gets promised

    The account owner confirms the final offer, approver, and owner of every commitment.

Where people decide

AI can prepare the proposal. People own the promise.

Lodge does not send a proposal, change pricing, accept terms, or commit the company. The people authorized for the deal make those calls.

Bring the next complex deal into Lodge.

Start with one job