Opportunities
Track potential projects from initial lead to signed contract. Manage your sales pipeline and forecast revenue with confidence.
Client Opportunities
Bright Media
3
Open
$168K
Won
$85K
Pipeline
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
$120KMobile App
Nova Corp
E-commerce
Spark Partners
Proposal
$85KWebsite Redesign
Bright Media
In Review
$65KBrand Campaign
Bright Media
Won
$168KHoliday Pop-Up
Nova Corp
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