Multiple deals for each customer
Track new projects, renewals and additional services in separate opportunity records linked to the same customer.
Opportunities
Manage every dealthrough to agreement
Keep your sales opportunities, customer details and next steps in one workspace. Organize deals in pipelines, assign responsibilities and track progress from the first conversation to an agreement, whether you are selling a new service, renewing a subscription or expanding an existing relationship.
Opportunity records
Keep every deal’s details in one record
Track a new website, a support renewal and an additional service as separate opportunities for the same customer. Give each record a scope, value, owner and expected close date. Review the essentials on a quick card, then open the full record for activity, participants and commercial details.
Made for
Service providers, agencies and subscription businesses managing several offers or projects for their customers.
What you get
Individual opportunity records with a primary customer, scope, value, owner and expected close date, plus quick cards and full detail views.
Why it matters
Keep each buying decision and its history distinct, even when several deals involve the same customer.
Sales pipelines
Build sales pipelines around your business
Define the stages your deals move through, from the first conversation to a proposal and negotiation. Set requirements for stage changes, such as completing customer details or preparing a quote, then move opportunities by dragging them or using the menu. Create separate pipelines for different types of work.
Made for
Businesses that sell services, projects or subscriptions through several conversations before reaching an agreement.
What you get
Custom pipelines and stages, previews before publishing, and stage changes by drag and drop or menu, with visible transition requirements.
Why it matters
See where every deal stands and what needs to happen next, with a sales process your team can follow.
Daily workspace
See which deals need attention today
View opportunities on a pipeline board or in a searchable list with the columns you need. Save views for open deals, approaching deadlines or records without a next step. See why each deal needs attention, then open it to review the details and take action.
Made for
Business owners managing their own sales and teams coordinating daily sales activity.
What you get
Board and list views, search, filters, saved views, owners, dates and indicators explaining why a deal needs attention.
Why it matters
Find the work that needs your attention today and go directly to the deal and its next step.
People & follow-ups
Connect deal participants, teammates and next steps
Record who discusses the offer, who makes the decision and who handles payment. Assign an opportunity owner and collaborators, and link conversations, notes and files to the deal. Keep the next task, appointment or approval visible in the record, with access to the tool that manages it.
Made for
Agencies, consultants and service teams working with several people on a buying decision.
What you get
Customer and participant roles, an opportunity owner and collaborators, related activity, and next steps linked to tasks, appointments or approvals.
Why it matters
Give everyone the context they need and keep responsibilities clear as work moves between team members.
Value & agreements
Track deal value and decisions on each item
Set the deal’s value and currency, and show whether the amount comes from a manual estimate, line items or a linked quote. Record agreed and declined items while keeping the deal open for anything still under discussion. Once every item is resolved, record the final outcome, reason and date, then start invoicing or delivery from its dedicated tool.
Made for
Businesses with offers that contain several items, or teams tracking agreements before payment and delivery.
What you get
Deal values with a currency and source, line items, partial agreements, won, lost or cancelled outcomes, and a record of each decision.
Why it matters
See what is agreed and what still needs a decision, with the agreement value kept separate from payments received.
Import & bulk actions
Import deal data and update records in bulk
Map your source data to the right fields and review the preview before importing it. Export the records you need, or select several opportunities to assign or update together. Check which records an action will affect before applying it, then review the result for each record and consult the change history.
Made for
Businesses moving from spreadsheets or managing a growing number of deals.
What you get
Import and export, field mapping, previews and bulk actions with a defined scope, results for each record and permission checks.
Why it matters
Update several deals together while keeping control of the selected records and the changes made to each one.
OPPORTUNITY FEATURES
Tools to organize deals and track their progress
Keep customer details, sales stages, responsibilities and decisions connected so you and your team can follow every deal from the first offer to its final outcome.
Quick cards with full deal records
Review the essentials on a card, then open the complete record for activity, commercial details, participants, tasks and history.
Custom sales stages
Set the stages and requirements for each pipeline, then preview your setup before publishing it.
Saved views for your team
Save the filters and layout you use regularly, and share views with teammates who have access to the records.
Search and filter your deals
Find opportunities by name, reference number or customer, and combine filters to narrow the results.
Clear roles for deal participants
Identify decision makers, buying roles and the opportunity owner. Participant roles remain separate from record access permissions.
Deal values with a clear source
Show whether a value comes from a manual estimate, line items or a quote. Set the currency and mark the amount as unknown when needed.
Next steps linked to each deal
See the next task, appointment or approval in the opportunity record and open its original tool to manage it.
Know which deals need action
See why a deal needs attention, such as an overdue task or a missing next step, so you can act on the cause.
Pause deals with a review date
Put a deal on hold with a reason and a review date while retaining its current sales stage.
Track full and partial agreements
Record agreed items and keep the opportunity open while other items await a decision. Close it when the full scope is resolved.
Review each deal’s decision history
Review changes to stages and values, closing decisions and corrections. Create renewals as new opportunities while preserving the original deal’s history.