A pipeline that advances on events, not optimism
Stages move when something real happens: a quote goes out, a request for quote is sent, a deposit clears.
Opportunities advance when the underlying event occurs. Sending a request for quote marks the opportunity won and creates the project; an approved quote and a received deposit move the work forward. Forecasts reflect the state of the business rather than the mood of the salesperson.
Pipeline mechanics
Event-driven stages
The system moves the stage when the triggering action happens, so the board matches reality without manual upkeep.
One conversion path
Converting an opportunity is the only supported way to create a project, keeping the sidemark and the client relationship intact.
Value and probability
Expected value is derived from real quoted amounts once quoting begins rather than staying a typed guess.
See it against your own numbers
We load your pricing and your cost book before your team ever logs in.