Round three. Each of the four is a full app with the same features and the same data. The base is the Gate Board Martin liked most: deals as folders with gates that scroll side to side, labelled by stage name. One Thing at a Time is built into every app, on demand and in scheduled sessions. Skalia’s chat is a single panel. Memos are real documents. The portfolio has its own graph view, and reports are plain tables. On the phone, Skalia is a chat that stays in sync with the desktop.
Open Mobile next to any of the four. Approve something or mark it “Later on desktop” on the phone, and it appears on the desktop within a second. Notes and recorded calls go into the deal’s history.
All four do the same things. Pick the one you would open first every morning, and the one that feels simplest after five minutes.