From first contact to won deal
Deals with value, expected close date and owner, on stages you define. Linked to the client or lead, the brand and the project, and to the quote, invoice, project or subscription that follows when you win.
- Your own stages on a board
- Forecasts weighted by stage
- Quotes created from the deal
- Leads from your website forms
Deals and stages
Every deal where you can see it
A deal holds what you need to follow an opportunity: value, expected close date, owner, and the client or lead it belongs to. Link it to a brand and a project, so the sale sits next to the work it leads to.
You set up your own stages and move deals between them on a drag-and-drop board. Everyone can see where each deal stands without asking.
- Value, expected close date and owner on every deal
- Linked to the client or lead, the brand and the project
- Your own stages on a drag-and-drop board
Forecasts and follow-up
Know what is likely to close
Forecasts weight each deal by its stage, so a deal close to the finish line counts for more than one that has just started. You get a realistic picture of the revenue ahead, not just a sum of hopes.
Calls, meetings and reminders are kept on each deal, so the next step is always clear and no lead goes cold by accident.
- Forecasts weighted by stage
- Calls, meetings and reminders on each deal
Leads from your websites
Website forms that feed the pipeline
The pipeline gives you links and embeds for the forms on your websites. When someone fills in a form, the submission becomes a lead in PolyOmi, ready to qualify and turn into a deal.
It fits with marketing, where you already see which brands and channels bring in visitors.
- Links and embeds for your websites' forms
- Form submissions become leads
How it works
One flow from lead to invoice
A lead comes in
From a form on one of your websites, or added by hand in the CRM.
It becomes a deal
Give it a value, a stage, an owner and an expected close date, and plan the next call or meeting.
Send a quote
Create the quote from the deal with the products and prices you already have. When the quote is accepted, the deal moves on.
Win and deliver
The won deal turns the lead into a client and becomes an invoice, a project or a subscription.
In detail
What the pipeline does
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Deals
Value, expected close date and owner, linked to the client or lead.
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Linked to brand and project
Each deal is linked to a brand and a project, so sales and delivery stay connected.
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Your own stages
Define the stages that match how you sell, and drag deals between them.
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Weighted forecasts
Expected revenue, weighted by the stage each deal is in.
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Quotes from the deal
Create a quote from the deal. When it is accepted, the deal moves on.
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Calls, meetings and reminders
Activities on each deal, so the next step is never forgotten.
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Website forms
Links and embeds for your websites' forms. Submissions become leads.
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From won deal to client
When you win the deal, the lead becomes a client.
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Invoice, project or subscription
A won deal becomes an invoice, a project or a subscription.
A closer look at the pipeline
The sales overview
Every deal in one list
Won: invoice, project or subscription
The won deal and its project
Calls, meetings and reminders
Your own pipelines and stages
Questions about the sales pipeline
Is the sales pipeline part of the beta?
Can I use my own sales stages?
Yes. You define the stages yourself and move deals between them on a drag-and-drop board. Forecasts are weighted by stage.
How do leads from my website get in?
The pipeline gives you links and embeds for the forms on your websites. Each submission becomes a lead that you can qualify and turn into a deal.
What happens when I win a deal?
The lead becomes a client, and the deal becomes an invoice, a project or a subscription, so you do not type anything twice.
Bring your sales into the same system
PolyOmi is in closed beta. Join the waiting list to follow every deal from first contact to invoice when a spot opens.