Opportunities

Track Your Success One Project at a Time

Maximize Growth with Sales Trackers and Project Management

Opportunities

Create as many different pipelines with opportunities as you want for project management, sales tracking, and so much more. Keep track of recurring revenue, assign tasks, and automate customer reach out all from one place.

Assign Tasks

Use the Opportunity Pipeline for project management by assigning tasks and projects to specific users

Take Notes

Add notes about a client project or call directly to the opportunity

Book + Update Appointments

Easily book or update an appointment directly from Opportunities

Feature Spotlight

Custom Forms

Ideal™ is one cohesive system. Use custom forms to fire off powerful automations in Opportunities.

When customers fill out a custom form, an opportunity can immediately be created automatically assigning a project value, team member, tasks, and more. Easily track internal projects or external sales this way.

A Powerful Tool Makes a Powerful Team

The Ideal™ Opportunity Pipelines feature is totally customizable meaning the sky's the limit! Our users love this feature because it's an easy way to track your past, present, and future projects - and the income generated.

Understand Your Sales Funnel

Pipelines can tie directly to your main dashboard to give you a high level overview of your business include where in your funnel customers are dropping off or converting.

Understand Your Sales Funnel

Take advantage of the robust automations and integrations with Opportunities to build a project management system perfect for your business.

A Powerful Tool Makes a Powerful Team

The Ideal™ Opportunity Pipelines feature is totally customizable meaning the sky's the limit! Our users love this feature because it's an easy way to track your past, present, and future projects - and the income generated.

Understand Your Sales Funnel

Pipelines can tie directly to your main dashboard to give you a high level overview of your business include where in your funnel customers are dropping off or converting.

Build a Better System

Take advantage of the robust automations and integrations with Opportunities to build a project management system perfect for your business.

More Features

We get it, this software does a LOT! But then again, so do you. Let's help you get your business back on track and better than ever with our suite of back office tools to help you go further, faster.

CRM

Customer Relationship Management Database

Conversations

Omni channel communications platform

Opportunities

Project and sales management pipelines

Memberships

Build and sell courses + workshops

Calendars

Book, sync, and schedule your meetings

Payments

Recurring payments, invoicing, + text-to-pay

Automation

Build seamless, automated workflows

Marketing

Email marketing, social media planner, + more

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