Deals + quotes
Deals, opportunities and quotes in one module, with line items and roll-ups.
5:20 walkthrough, recorded on real data.
Deals + quotes
One module manages deals, opportunities and quotes, each type with its own stages and won/lost flags. Records carry a value and currency, an owner, a close date, line items and file attachments, and they roll up into the pipeline's forecast.
In this video
- The activity feed, the list and the board views
- Creating a deal and adding line items
- Moving a deal across stages
- Filtering by type and date range
The capabilities
Everything below ships in every tier. You own the source, so any of it can be changed.
Three artifact types
Deals, opportunities and quotes, each with per-type kanban stages.
Line items and files
Itemised values, attachments and an activity feed on every record.
Value roll-ups
Open value shows on the dashboard and in the pipeline reports.
Won and lost flags
Stages can be marked won or lost so reporting stays honest.
Watch next
All 31 walkthroughsSend a quote, get it signed, file the PDF. No third-party service.
Drag-and-drop pipelines with per-company stages and forecasting.
Reports
1:26About thirty prebuilt reports, exportable and schedulable.
See it on your own data
Book 20 minutes and we will walk through Deals + quotes live, on your own market and data.
Own the entire acquisition engine — source code and all
One price, no per-seat fees, no monthly rent on your own pipeline. Host it yourself, or let us host it for $199/mo. A 30-day code warranty backs the delivered source.
$2,500
One Time Payment
Own It Forever
- Full source code — web + mobile
- 145M-contact B2B database
- AI agents + automated outreach
- Full CRM + built-in AI Developer