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Opportunities

Track potential projects from initial lead to signed contract. Manage your sales pipeline and forecast revenue with confidence.

AgencySweet
Add Opportunity

Client Opportunities

Bright Media

3

Open

$168K

Won

$85K

Pipeline

Brand Campaign In Review
Range Estimate sent $45,000 - $65,000
Website Redesign Proposal
Estimate in progress $20,000 - $30,000

Track every opportunity in your pipeline

Never lose track of a potential project. AgencySweet helps you manage your sales pipeline from lead to close.

Pipeline Management

Track opportunities from initial lead through to closed deal. See your entire sales pipeline at a glance.

Revenue Forecasting

Predict future revenue based on opportunity values and close probabilities. Plan resources with confidence.

Client Association

Link opportunities to existing clients or new prospects. Keep all related information in one place.

Estimate Integration

Create range estimates and formal quotes directly from opportunities. Seamless workflow from lead to contract.

Notes & Context

Add detailed notes about project requirements, client needs, and approach. Never lose important context.

Status Tracking

Track opportunity stages with custom statuses. Know exactly where each deal stands in your pipeline.

Visualize your sales pipeline

See all your opportunities organized by stage. Quickly identify where to focus your efforts.

Lead

$120K

Mobile App

Nova Corp

E-commerce

Spark Partners

Proposal

$85K

Website Redesign

Bright Media

In Review

$65K

Brand Campaign

Bright Media

Won

$168K

Holiday Pop-Up

Nova Corp

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