PIPELINE / DEALS

Know exactly where every job stands. Not just who called.

A lead is not a deal. SUITE tracks the opportunity itself — its stage, its value, its next action, and a permanent record of every move it has made.

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WHAT YOU GET

Every stage change is recorded, not overwritten.

Five stages — New Lead, Contacted, Quote Sent, Won, Lost — with drag-and-drop between them

An append-only stage history on every deal: what changed, when, and whether a person or the system did it

One member can hold more than one open deal, so a repeat client is never forced into a single row

Won is permanent — a returning client starts a new deal rather than reopening a closed one

Lost reasons you can actually report on: price, competitor, timing, no response, outside service area, and more

A Next Action with a due date, so a deal that needs a call is visibly different from one that has gone quiet

01

A lead arrives

From your public profile form, a website embed, or entered by hand — a deal opens with it.

02

You quote it

Send an estimate or proposal; the deal carries the document with it.

03

The client accepts

Acceptance can move the deal to Won on its own, and the event records that the system did it — not a person.

04

It closes either way

Won or Lost, with a reason, and the history stays readable afterwards.

01

Aging that means something

Time-in-stage is measured from the last stage change, on open deals only. A job won in March is finished, not stale.

02

Value in the right currency

A deal's value carries its own currency, derived from the location it belongs to — so two locations never sum into a number that is money in neither.

03

Board or record

Work the board when you are triaging, or open a single deal when you need its documents, its history and its next step in one place.

COMMON QUESTIONS

Is a deal the same thing as a contact?

No. A contact is a person or company; a deal is one opportunity with them. The same client can hold more than one open deal, which is what usually breaks in software that stores a single stage on the customer record.

What happens to a deal when the client accepts a proposal?

It can move to Won automatically, and the stage history records that the system made the move rather than a person. If a deposit is required, the deal waits until the deposit is actually satisfied.

Can I reopen a deal I marked Won?

No, and that is deliberate. Won is a permanent record of an outcome. Repeat work starts a new deal, so your win rate and your history stay honest.

From $29.99/mo — all features included.

$29.99/mo

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