01
For the opportunity owner
Record the customer, stage, value and next action in the opportunity.
Part of Operations & Manufacturing
Bring the customer context into the next handoff.
Keep accounts, contacts, opportunities and activity in Operations & Manufacturing, alongside the projects and operating records your delivery team uses.
Built for small and growing teams coordinating customer opportunities and delivery planning.
Read-only demo · no signup · sample data only
One platformShared operational data
Role-awareAccess follows responsibility
ConnectedContext follows the record
Clarity for the team
Help the next person understand the opportunity.
Keep the account, current stage and agreed next step in view as sales and delivery plan together.
- 02
For the team lead
Review weighted pipeline estimates using the recorded values and probabilities.
- 03
For delivery
Discuss the customer context and relevant project or operating work before agreeing the handoff.
A connected workflow
From a customer conversation to delivery planning.
Follow the opportunity, update the next action and coordinate the work with the people who will deliver it.
- 01Opportunity owner
Record the customer context
Open the account, contacts and opportunity behind the conversation.
At the handoffThe team gets a shared customer record.
- 02Sales team
Update the next action
Record the stage, expected value, probability and follow-up as the discussion develops.
At the handoffThe review reflects the team’s recorded assessment.
- 03Team lead
Discuss the plan
Review the pipeline estimate and the work a potential commitment would involve.
At the handoffDelivery can join the conversation with context.
- 04Sales and delivery
Agree the handoff
Coordinate relevant project and operating work with the people responsible.
At the handoffThe next owner knows the agreed next step.
Accounts and pipeline within Operations & Manufacturing
Opportunity kanban
Move opportunities through Lead, Qualified, Proposal, Negotiation, Won and Lost stages.
Weighted forecast
Review value multiplied by probability across open opportunities. The estimate depends on the information your team records.
Customer accounts
Keep company records and related opportunities, contacts and activity together.
Contacts
Record the people involved in the customer relationship and their account context.
Activity log
Record calls, emails and next steps against the opportunity for the team to review.
Delivery context
Use Projects, Operations and Support in the same platform to coordinate the work around an opportunity.
Bring this to your walkthrough
Let’s follow one opportunity into the delivery conversation.
Bring a redacted customer scenario and the roles involved in its handoff. We can inspect the account, pipeline and relevant operating context.
CustomerCan the team find the account and people involved?
EstimateAre the recorded value and probability understood?
HandoffWho owns the next delivery-planning action?
Connected by design
Connect Sales & CRM to the wider team.
Project, quality, Operations, HR and controlled-document solutions are included in one platform plan. Evaluate the records, roles and handoffs your team needs to bring together.
Sales to projects
Discuss the relevant project work and its owner.
Sales to Operations
Review the customer context alongside the required operating records.
Support to account
Keep customer follow-up in the same platform as the relationship.
A walkthrough shaped around your work
See the customer context through the handoff.
Request a walkthrough of accounts and pipeline within Operations & Manufacturing, shaped around your team’s process.
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