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Optimize IT Financial Management and shared services.Open

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Matt Burkett🛠️ 1 toolJul 2, 2026@BurkettOptiIt's frustrating being miscategorized. The CRMopti isn't the main focus of the DealFlow. The idea is to be able to know your customer before you even talk to them. First figure out your ideal client profile, then grab some leads and push them to the salesopti (the most powerful part of the entire program) and get to know them before you even talk to them! Know that you can run any particular part of the system by itself. Also, the check out the free tools if you get a chance. -

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Slash Your Tech Stack Costs by 40-50%. Helping SMBs save $$$Open
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From one of our customers: We are running our 15 person VC-backed company right now without a PM. Devplan helps fills that gap for us by generating high-quality user stories that sync in Linear in minutes. What used to take me days of back and forth and refinement I’m now doing in less then a hour.
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If users feel “organized” but don’t get outcomes, you’re a churn machine -> ~20–30% lost retention revenue. Do users actually improve output, or just manage tasks?

