Opportunity CRM
Every opportunity, one pipeline.
Each proposal becomes an opportunity you can follow from draft to signed client, with the job, conversation, notes and next action in one place.
Planned
Planned for a later phase.
Spreadsheets do not follow up for you
- Proposals go out and disappear from view.
- Follow-ups depend on memory.
- There is no clear picture of what is working.
A CRM shaped like freelance work
Stages that match reality
Draft, submitted, viewed, replied, interview, negotiation, won, lost, archived.
Everything attached
Job, client, profile, proposal, messages and notes on one record.
Next actions
Set a next step and date so warm leads never go cold.
Example workflow
How opportunities move
- 1An approved proposal creates an opportunity
- 2Replies and interviews move it forward
- 3You add notes and a next action
- 4Won and lost outcomes feed Proposal Learning
Illustrative example
Submitted
Brand refresh
Next: follow up
Replied
Checkout rebuild
Next: follow up
Interview
API integration
Next: follow up
Won
Landing page
Next: follow up
Why it matters
- A clear view of your pipeline
- Fewer missed follow-ups
- Outcomes you can learn from
Security & trust
- Workspace-isolated data with role-based access
- Important changes recorded in an audit trail
- Nothing is sent without your approval
Write proposals you’re proud to send.
Set up your profile and portfolio in minutes. You stay in control of every word.