Platform

Opportunity Management

Give every opportunity the attention it deserves. Track value, stakeholders and next steps so your biggest deals never stall.

Northwind expansion
$96,000
78% win
4 stakeholders
Mapped and engaged
Account
Next step
Security review call
Action

Manage complex deals with confidence

From single-contact deals to multi-stakeholder enterprise sales, keep everything on track.

Products added
3 line items
Detail
Stakeholders mapped
Champion and buyer
Account
Risk noted
Budget approval pending
Watch
Deal detail

Every opportunity, fully mapped

Track value, products, competitors and decision-makers in one place, with a clear next step always in view.

  • Products and line items
  • Stakeholder and role mapping
  • Competitor and risk tracking
Win probability
78% and rising
AI
Suggested step
Loop in economic buyer
Insight
Close confidence
On track for Q3
Forecast
Win faster

AI scoring keeps deals honest

Win-probability scoring and next-best-action suggestions help reps focus effort where it counts.

  • AI win-probability scoring
  • Next-best-action guidance
  • Close-date confidence
Capabilities

Opportunity features

Products and quotes

Attach line items and pricing.

Stakeholder mapping

Know who influences the deal.

Win scoring

AI-based probability on every deal.

Next best action

Guidance to move deals forward.

Close forecasting

Confidence on timing and value.

Full history

Every touch on the opportunity.

FAQ

Common questions

A lead is an unqualified contact. An opportunity is a qualified deal with real value that you actively work to close.

Yes. Map every stakeholder with their role and influence, so the whole team understands the buying group.

AI in every workflowScoring, drafting and insights built in
Set up in minutesImport your data and start the same day
100+ integrationsConnect the tools you already use
Secure and reliableEncryption, backups and 99.9% uptime