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Sales

Rooms you can open, split, and put back together.

A sales floor runs on rooms — the standup, the pipeline review, the deal desk, the manager pulling a rep aside before a call. Fora gives you those as real rooms you walk into, split into more rooms in one action, and merge back with the notes already written.

Rooms live on the floor. You see who's in one, and you walk in.

Open a room. Walk in.

A room in Fora is a place, not a calendar entry. It sits on the floor where the team can see it, with the people currently in it showing on the tile — so joining is walking in rather than hunting for the right link in the right thread.

  • Name it, start it, and it goes live on the floor
  • No link to generate, no invite to send, no lobby
  • Video, screen share and a sticky-note whiteboard in the same room
  • Agenda, Notes, Tasks and People in a panel that collapses out of the way

Split it into rooms, in one action

Monday pipeline with twelve people is a meeting where ten of them wait their turn. Split it four ways by segment, give each room fifteen minutes, and everybody works the whole time. The same control pairs a manager with one rep for call practice — same two clicks, no separate feature to learn.

  • Deal people into rooms — pick a person, click a room
  • Two to eight rooms, adjustable, or shuffle to deal them at random
  • Move people between rooms that already exist: the manager-and-rep pairing
  • Each room gets its own notes and its own action items

Merge, and the notes are already written

This is the half that's normally missing. Splitting a call is easy; getting four rooms' worth of thinking back out of it is the part that usually falls to whoever volunteers. In Fora the merge is the feature — notes and tasks come back on their own, attributed, attached to the meeting they came from.

  • Every room's notes append to the main meeting, labelled by room
  • Action items reparent onto the main meeting, keeping their owners
  • The breakout rooms close themselves
  • One move, one transaction — nothing to collect afterwards
Launch Sync Thu 10:00
2 action items → tasks

And the floor, when a room is too much

Not every question needs a room. A rep two minutes from a call who needs one number looks at the floor, sees their manager is free, and knocks. That thirty-second exchange is the thing remote sales teams lost, and the reason the rooms sit on a floor rather than in a calendar.

  • Everyone's card shows a live status and what they're working
  • Knock for thirty seconds of help — no room, no invite
  • Department islands wear their tint, so the floor reads at a glance
  • The one amber accent marks the knock, so it can't be missed

Questions

How many rooms can we split into?
Two to eight. The planner opens on two and you add rooms as you deal people in; empty rooms are fine, and people can be moved between them once they're running.
What happens to a room's notes if we don't merge?
They stay with that room until you do. Merging is an explicit action — nothing is thrown away because a call ended untidily.
Does this replace our CRM?
No, and we'd be suspicious of anyone who said it did. Keep Salesforce or HubSpot for pipeline and forecast. Fora is where the team works between those records — the rooms, the floor, the deal docs and the follow-ups.
Can we bring a customer into a room?
Yes, as a scoped guest. They reach only what you've granted, and you can see exactly what that is.

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