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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