Built for closing teams

Built to close deals.

ADGA is the deal flow platform that keeps every contact, call, document, and next action tied to the deal — so closes happen on schedule, not by accident.

Start closing deals

Inside a deal record

Everything attached. Nothing lost.

A deal is more than a card on a board. Every record carries the people, the process, the proof, and the close path — together.

People

Primary contact
Company or account
Owner & stakeholders
Decision authority
Represented client

Process

Current stage
Stage confidence
Next action
Due date
Blockers & risks

Proof

Calls & transcripts
Meetings & briefs
Voice notes
Documents & terms
Activity timeline

Approvals
Signature
Invoice & payment
Decision record
Handoff to delivery

The deal process

From first signal to repeat purchase.

01SignalAd, referral, inbound form, QR, call, email, event, partner, or import.

02CaptureMatch contact, company, source, owner, urgency, and first next action.

03QualifyConfirm fit, timing, value, authority, blockers, and reason to keep moving.

04ShapeDefine offer, terms, stakeholders, files, close date, and meeting plan.

05AdvanceRun follow-up, calls, documents, objections, tasks, and commitments.

06CloseTrack signature, purchase, payment, decision record, and final handoff.

07DeliverMove from closed deal to onboarding, milestones, support route, ownership.

08ExpandIdentify renewal, repeat purchase, referral, upsell, cross-sell, or partner.

What's in the suite

One workspace. Every deal.

LEADS · INTAKE · ROUTE

Lead intake

Every signal becomes a record.

Forms, QR links, imports, manual entries — captured with source, urgency, owner, and first next action attached automatically.

·Inbound form + QR submissions
·CSV imports
·Routing by source or geography
·Stale-lead detection

EMAIL · SMS · VOICE

Contact work

Every touch stays on file.

Calls, messages, voice notes, meetings, documents, and follow-up sequences stay tied to the contact and the deal — for as long as you need.

·Internal & client communication lanes
·Voice notes with auto-transcription
·Meeting invites with ICS attachments
·Follow-up sequence editor

FILES · TERMS · INVOICE

Execution

Move the deal to close.

Track client, internal team, decisions, documents, approvals, invoices, and payment connectors in one record — without leaving the deal.

·Secure deal files in R2 storage
·Due-diligence checklists
·Invoicing with Stripe payouts
·Watermark + scoped redaction

Built for

Different deals. One operating path.

AcquisitionKeep buyer, seller, advisors, documents, approvals, meetings, and terms attached to one deal record.

Capital raiseTrack investor contacts, diligence files, commitments, follow-up cadence, and closing timeline in one place.

M&AMove NDA → CIM → IOI → LOI → diligence → SPA → close → 100-day integration with every party visible.

PartnershipMove introductions, stakeholders, commercial terms, documents, and launch steps forward.

LicensingManage rights, counterparties, term sheets, review cycles, signatures, and renewal paths.

High-ticket salesTurn qualified interest into calls, proposals, follow-up, close, delivery, and expansion.

Bring existing deals in

Don't start over.

Most platforms make you abandon what you've built. ADGA brings active pipeline, contacts, files, and notes with you — match on day one.

01CSV export from another CRM

02Manual entry of an existing pipeline

03Email thread or shared inbox

04Calendar history of past meetings

05Document folder for a deal already in motion

06Call transcript from prior conversations

FAQ

Common questions.

Who is ADGA for?

Operators running real deals: solo closers, deal teams, capital raisers, M&A advisors, partnership leads, procurement, licensing, and high-ticket sales. If money moves and stakes are real, ADGA is the workspace.

Can I bring existing deals over?

Yes. Import from CSV, another CRM, an email thread, calendar history, a document folder, or a call transcript. Contacts, companies, deals, stages, files, and notes come with.

How does pricing work?

Three plans: Pro for one operator, Team for closing teams, Enterprise for firms. Monthly or annual (2 months free). Add seats anytime. See the pricing page for the full breakdown.

Where does my data live?

Cloudflare D1 for deal records and metadata. Cloudflare R2 for documents, voice notes, and generated files. Encrypted in transit and at rest. Your workspace is yours — no shared tenants in your data.

Does the AI act on its own?

No. Every customer-facing action is prepared and waits for your approval. The AI drafts follow-up, surfaces missing data, suggests next moves, and summarizes calls — you keep the wheel.

Move every deal forward.

Pick a plan, verify your email, and open the workspace built to keep leads, contacts, documents, meetings, and decisions moving toward close.

Start closing deals