Track leads and clients in your Pipeline
Bring your contacts in, add a deal for every opportunity, and move it stage by stage until it is won.
Start with People
People holds every contact: leads, clients, vendors. Use Import contacts to bring in a spreadsheet from your old system, or New contact to add one person. Each person keeps their projects, files and conversations together on one record.
A deal is one opportunity
Open Pipeline and choose New deal when someone shows interest. Pick the contact, name the opportunity and set its value. Move the deal to the next stage as it progresses, and mark it won when the client books.
One deal per opportunity
A returning client with a new project gets a new deal, so your numbers show what each piece of work was worth.
Keep stages honest
A stage should describe what has actually happened, such as proposal sent, not what you hope will happen next.
Still have questions?
Contact Skytona or open the right portal.
The public help center explains the why, the what, and the next step. Project-specific details should stay in your portal.