Deal & Opportunity Management
See every opportunity on a visual pipeline, forecast with confidence and keep every deal moving to close.
Overview
Deals move through drag-and-drop pipelines you configure per team, product or region, with stages, weighted probabilities and expected close dates. Each card shows value, next step and age, so stalled opportunities are impossible to miss.
Because deals sit on the same record as the lead, contacts and quotes, forecasting is always grounded in real activity rather than a spreadsheet. The Flow-Cognition Agent nudges deals forward, flags risk and drafts the next follow-up on its own.
Explore Customer Relationship Management →- ✓ Drag-and-drop visual sales pipelines
- ✓ Weighted forecasting and win probability
- ✓ Multiple pipelines per team or product
- ✓ Stale-deal and risk alerts
- ✓ Quotes and orders on the same record
- ✓ AI nudges to keep deals moving
Everything Deals & Opportunities gives you
Visual pipeline
Drag deals across configurable stages and see value, age and next step at a glance.
Weighted forecast
Stage probability and close date roll up into a forecast leaders can trust.
Multiple pipelines
Run separate pipelines for new business, renewals or product lines side by side.
Risk alerts
Deals with no recent activity or slipping dates surface automatically for attention.
Quotes to orders
Generate quotes and convert won deals to orders without leaving the record.
AI deal coach
The Flow-Cognition Agent suggests next steps and drafts follow-ups to advance each deal.
How the agent works with Deals & Opportunities
The Flow-Cognition Agent runs a real loop on your Deals & Opportunities data — grounded in your records, governed and logged.
Sense
Reads deal stage, value, age, activity and linked quotes.
Decide
Scores win likelihood and flags deals going stale or slipping their close date.
Act
Suggests the next step, drafts the follow-up and updates the deal, with every step logged.
Every AI action respects field-level permissions and is recorded in a full audit trail. See the AI layer →
Live in four steps
Create
A qualified lead becomes a deal with value, stage and owner set.
Advance
Drag the deal through stages as it progresses, logging every touch.
Forecast
Weighted values roll up so managers see the quarter in real time.
Close
Mark won or lost, generate the order, and trigger onboarding.
Where teams put it to work
Enterprise sales
Multi-stakeholder deals track every contact, stage and approval in one place across a long cycle.
Sales managers
Managers review a weighted forecast and coach on the specific deals that are slipping or stuck.
Renewals teams
A dedicated renewals pipeline surfaces upcoming expiries early so no account lapses unnoticed.
The payoff
Reliable forecasts
Weighted, activity-backed pipelines replace guesswork and spreadsheets.
Fewer stalled deals
Age and risk alerts keep every opportunity moving forward.
Full deal context
Contacts, quotes and history live on the same record as the deal.
Clearer next steps
AI-suggested actions help reps know what to do next on every deal.
Questions, answered
Yes. Create separate pipelines with their own stages for new business, renewals, upsell or different product lines, and switch between them per team.
Each stage carries a win probability that is applied to the deal value, and expected close dates group deals into periods, giving a weighted forecast that updates as deals move.
Deals with no activity for a set period, or with close dates slipping past, are flagged automatically so reps and managers can act.
Yes. Quotes generate from the deal using your product and price lists, and a won deal converts to an order without re-entering details.
The Flow-Cognition Agent reviews activity, suggests the next best step and can draft follow-up messages, helping reps keep momentum without manual chasing.
Related capabilities
Lead Management Software
Every enquiry from every channel lands as a scored, owned lead on one customer record — so sales always works the hottest first.
Contact Management Software
One shared, always-current record of every person you deal with — with their full history of calls, messages and deals in a single view.
Company & Account Management
Every account in one place — with its people, deals, tickets and full history rolled up so you see the whole relationship at a glance.
Sales Activity Tracking
Calls, emails, tasks and meetings logged automatically on a single timeline — so nothing slips and every next step is clear.
Appointment Scheduling Software
Let customers book time that works, sync it to every calendar and cut no-shows with automatic reminders — all on the customer record.
Meeting Management Software
Schedule, run and log every meeting in one flow — with notes, attendees and outcomes written straight back to the customer record.
See Deals & Opportunities in your workflow
Start free, or get a guided walkthrough with our team — on the one platform that runs Customer Relationship Management and your whole business.