Opportunities
Keep the stages. Stop maintaining them.
New, qualified, conversation, meeting, proposal, decision, won, lost — the stages everybody already understands. What changes is that they are proposed from what happened, and a person confirms. Nobody is asked to update a field to keep a report honest.
Proposed with its reason
“Proposal sent and the customer asked for a pricing review. Suggested stage: Proposal.” One button. The reason is why you can trust the suggestion.
Confirmation, not automation, by default
High-confidence changes can move automatically if you choose. The default is a person confirming, because a pipeline that reorganises itself unannounced is unnerving.
Lost reasons are a first-class field
Price, timing, incumbent contract, missing capability, no decision. Aggregated, and genuinely useful — it is how the incumbent-contract pattern becomes a motion.
Stage is never the priority
The workspace sorts by next action. Stage is context. A late-stage deal with nothing to do is less urgent than an early-stage one waiting five days for a proposal.
Opportunities
The rest of this area.
Next action first. Stage second.
The workspace
Company, value, stage, owner, next action — and what it is waiting on.
Prospect intelligence
Who is worth attention now, with the reason attached.
Commercial timeline
One history per account, across every channel.
Reactivation
Your next customer may already know you.
Qualification
A recorded answer to a real question, not a score.
Make sure every opportunity gets a next action.
Let AI handle the repetitive engagement, keep follow-up moving, and bring your team in when a customer needs a real conversation.
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