SalesStory is in private beta · Free while we build with early teams

The SalesStory solution

One connected workspace for the plan and the presentation.

Bring structure to the work, context to the decisions, and a story to the conversation—without rebuilding the same plan in three different tools.

Plan with precision

Build the plan everyone can see.

Shape complex engagements in an intuitive Gantt workspace. Outline phases, dates, commercials, dependencies, and ownership without making the work feel like project management.

Explore planning workspace
SalesStory Gantt timeline showing phases and resource allocation

Resource with context

See the people and cost behind the dates.

Track resources, rates, and capacity alongside the plan so delivery conversations stay grounded in what the engagement will actually require.

See resourcing in action
SalesStory commercial planning view with resource rates and project cost summary

Add the why

Keep the context beside the work.

Layer in RACIs, reports, assumptions, and callouts so every milestone carries the detail your team needs to make the next decision.

See how context stays connected
SalesStory RACI builder with stakeholder groups and responsibility matrix

Present with confidence

Turn the plan into a story people remember.

Storyboard the conversation, generate slides, and guide stakeholders through a long, complex plan in an interactive Story Mode.

Explore Story Mode
SalesStory Story Mode view with an interactive project timeline and resources

Win the next step

Move from plan to contract without starting over.

Use your contract template or one of ours to turn the approved plan into a Statement of Work with the scope, cost, resourcing, and assumptions already in place.

See the path to a finished SOW
SalesStory report builder with phase duration and staffing charts

A clearer way to move through the work

Three modes. One source of truth.

Each part of SalesStory is useful on its own. Together, they create a smoother path from first idea to confident decision.

Plan

Build the plan everyone can see.

Shape complex engagements in an intuitive Gantt workspace that keeps phases, dates, ownership, and dependencies in one clear view.

  • Drag-and-drop phases
  • Dependencies and timing
  • Templates for repeatable work

Context

Give the plan the context it needs.

Layer in resources, RACI, reports, and the story behind each milestone so your team can move from a schedule to a shared understanding.

  • Resource planning and cost visibility
  • RACI and reporting views
  • Context that stays with the work

Present

Turn the plan into a story people remember.

Storyboard the conversation, generate presentation slides, and guide stakeholders through an interactive Story Mode built for the room.

  • Auto-generated slides
  • Interactive full-screen presentation
  • Navigate long plans without losing the thread

Plan with precision

Make a Gantt your team actually wants to use.

Start simple, then add the depth your engagement calls for. SalesStory keeps the timeline readable while you build out phases, dependencies, dates, and ownership.

Intuitive editingReusable templatesLong-plan friendly
SalesStory / WorkspaceLive plan
SalesStory timeline showing phases and resource allocation across a planning horizon
Interactive plan
One view for phases, timing, and capacity.

Present with confidence

Turn the plan into an experience, not a handoff.

Add context to milestones, weave in your presentation, and move through the engagement in an interactive full-screen Story Mode built for complex conversations.

StoryboardAuto-generate slidesInteractive Story Mode

Built for complex work

Give every conversation a plan people can see.

Start your free beta