One platform. Every revenue workflow.
EDGE Sword brings your customer relationships, sales pipeline, people operations, and integrations together in a single, beautifully designed workspace — with the enterprise primitives you need from day one.
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Pipelines & deals
Take control of the deal story your team actually lives.
Configure stages, probabilities, and forecasts per team. Drag-and-drop deals, bulk-edit, and audit every touchpoint so leadership and reps see the same truth.
Pipelines built the way your reps actually sell.
Pipeline-by-team, probability weighting, forecast rollups, and activity-grade history. The data stays clean because entering it is frictionless.
- Configurable stages, fields and validations
- Inline bulk edits with full undo + audit trail
- Forecast dashboards with region/product drilldowns
- Mobile-first — including offline mode for the field
The workflow engine your ops team will love.
A visual builder with triggers, conditions, delays and branches — backed by a production-grade queue so nothing gets dropped.
- BullMQ-backed execution with retries and dead-letter queues
- Human-in-the-loop approvals and tasks
- Templated playbooks for inbound, renewal and win-back
- Audit logs for every step, including payload diffs
- Lead createdTrigger
- Score & routeAuto-assign by region
- Email introSend template #24
- Notify repPush + in-app
Because your team is part of the product.
Departments, assignments, leave accrual, and role-based access — so onboarding a new AE, promoting a manager, or rotating a rep to a new region takes minutes, not tickets.
- Multi-tenant workspaces with per-tenant isolation
- Fine-grained RBAC, SSO, WebAuthn passkeys, 2FA
- Cron-driven accruals, reminders and HR events
- Shared directory powering @mentions across the app
Connect the systems your team already uses.
