Talk to us

CRM · Opportunities

Give a good opportunity
room to become a deal.

Follow opportunities through their stages with customer context and open next steps. Add custom fields, and keep the forecast close to the deals behind it.

Talk to us

Opportunities is included with Leads and lives in the Pipeline area of CRM.

Inventory migration

Cedar Supply

Open

Stage

  1. New
  2. Negotiation 65% probability
  3. Closed Won

Deal

Customer
Cedar Supply
Salesperson
Omar R.
Sales team
Services

Forecast

Expected revenue
$21,000
Probability
65%
Expected close
Nov 6

Next stepSend the revised scope to Noah Chen

Due Nov 3

Prorated forecast

$25,900

3 open deals, $43,900 expected

This deal adds $13,650: $21,000 × 65%

Illustrative sample records. Not a live workspace.

Record, stage and forecast.

  1. Opportunity records

    Keep the opportunity and its partner or customer context in the CRM workspace.

    4opportunities in the sample

  2. Stages and next steps

    Use the opportunity board to follow stages and the open next actions assigned to you.

    3stages in the sample

  3. Forecast context

    Review the opportunity forecast alongside the actual pipeline records.

    $25,900prorated, open deals

Know the deal behind the number.

Each opportunity carries its own probability. Expected revenue times probability is the prorated figure, so a $21,000 deal at 65% adds $13,650 to the forecast.

If a stage is renamed or removed, its deals show in the first column instead of dropping off the board.

4 opportunities

  1. New

    25%

    • Customer portalHarbor Studio

      25%

      $8,400 × 25%$2,100

  2. Negotiation

    65 to 70%

    • Inventory migrationCedar Supply

      65%

      $21,000 × 65%$13,650

    • Project delivery workspaceJuniper Labs

      70%

      $14,500 × 70%$10,150

  3. Closed Won

    100%

    • Finance rolloutNorthfield Works

      100%

      $19,000 × 100%$19,000

Prorated forecast, 3 open deals $2,100 + $13,650 + $10,150 = $25,900

One step at a time, toward a decision.

  1. Open the opportunity

    Start with the customer and the potential work.

    Customer
    Cedar Supply
    Expected revenue
    $21,000
    Stage
    New

  2. Keep the stage current

    Update the record as the conversation and decision develop.

    Stage
    New changed to Negotiation
    Probability
    25% changed to 65%

  3. Prepare the next action

    Review outstanding next steps and the opportunity’s place in the forecast.

    Next step
    Send the revised scope to Noah Chen
    Prorated
    $5,250 changed to $13,650

Fit it to how you sell.

  1. A "Decision maker" field

    Record who signs off on each deal and make it required before a quote goes out.

  2. Separate pipelines per offer

    Keep a services pipeline and a product pipeline with different stages.

  3. Quote straight from the deal

    A workflow creates a quotation from the opportunity when it reaches the proposal stage.

Controls around opportunities

  • Fields and layout in Studio

    See Studio

    Add deal fields, relabel stages, recolor them, and decide which fields appear on each card and in each view.

  • Workflows and automations

    See Workflows

    Start a workflow when an opportunity moves stage, is won or is lost. Connect it to your email, chat and the apps you already use.

  • Roles and permissions

    Every paid plan See Users and Roles

    Decide who can see, create and change opportunities, down to records and fields, with custom roles.

  • Agaro Agent

    Meet Agaro Agent

    Ask about your opportunities in plain language. The Agent asks before it changes a record, and it works within your permissions.

  • Your own custom modules

    Scale and up See custom modules

    When opportunities needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

  • App Builder

    Every paid plan See App Builder

    Build a website, document, slides or internal app next to your opportunities, described in plain words.

  • Open API and MCP

    Scale and up

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Close to the deal.