The next opportunity
is already taking shape.
See the lead board, the opportunity pipeline, and the forecast together. Edit stages, assign owners, and keep next steps in view for the sales team.
Drag leads between stages to move them through your pipeline.
New2
$27,500
- Harbor Studio Maya Lewis · Website inquiry $18,000Mariam K.
- Pine Ridge Dental Aaron Cole · Referral $9,500Omar R.
Contacted2
$46,500
- Cedar Supply Noah Chen · Follow up Oct 23 $32,500Omar R.
- Bluebird Logistics Tessa Grant · Intro call booked $14,000Priya S.
Interested1
$24,000
Proposal1
$12,000
- Juniper Labs Lena Davis · Proposal sent $12,000Mariam K.
- Northfield Works Daniel Ross · Demo scheduled $24,000Priya S.
- Nov Prorated $23,800 Expected $35,500
- Dec Prorated $12,450 Expected $33,500
- Jan Prorated $15,400 Expected $28,000
- Feb Prorated $3,000 Expected $6,000
- No date Prorated $960 Expected $4,800
ProratedExpected
Two boards, one area.
Pipeline is included with Leads and connects its boards to opportunities, forecasting, sales teams, and commissions.
- 01
Lead and opportunity boards
Follow the lead pipeline and opportunity pipeline through their own boards in the Pipeline area.
PagesLead PipelineOpportunity Pipeline
- 02
Stages that describe the work
Authorized managers can organize the stage structure and move records through the supported pipeline workflow.
ActionEdit stages
- 03
A view ahead
Open the opportunity forecast and related sales team tools from the same area.
PagesForecastSales TeamsCommissions
From the board to the forecast.
- 01
See the current stage
Open the relevant lead or opportunity board.
- 02
Keep the next step clear
Review the owner, customer context, and open next actions.
- 03
Follow the forecast
Connect the opportunity position to the forward view of sales.
1Stage
- New
- Contacted
- Interested
- Proposal
2Owner and next step
- Owner
- Priya S.
- Contact
- Daniel Ross
- Next step
- Demo scheduled
3Forecast
- Expected revenue
- $24,000
- Expected close
- Dec 18
- Probability
- 40%
See the month ahead.
Review opportunities by expected closing month. Prorated is expected revenue times probability.
ProratedExpected
-
Nov2 deals
- Prorated
- $23,800
- Expected
- $35,500
- Inventory migrationCedar Supply · 65%
- Project delivery workspaceJuniper Labs · 70%
-
Dec2 deals
- Prorated
- $12,450
- Expected
- $33,500
- Warehouse scanningNorthfield Works · 40%
- Booking portalLakeview Clinic · 30%
-
Jan1 deal
- Prorated
- $15,400
- Expected
- $28,000
- Retail rolloutRedwood Outfitters · 55%
-
Feb1 deal
- Prorated
- $3,000
- Expected
- $6,000
- Support retainerAlder & Finch · 50%
-
No date1 deal
- Prorated
- $960
- Expected
- $4,800
- Training packageHarbor Studio · 20%
Your stages, your pipeline.
What it looks like in a real business
More than one pipeline
A firm runs one pipeline for new customers and another for renewals, each with its own stages.
Stage colors that mean something
Make "Waiting on customer" amber and "Contract out" blue so the board reads at a glance.
A "Contract length" field
Capture the term on each deal and show it on the card.
When a deal is won
A workflow creates the onboarding project and tells finance to expect an invoice.
Waiting on customer2
Contract out
Won
Ways to tailor Pipeline
-
Fields and layout in Studio
Rename and recolor stages, add deal fields such as contract length, and choose the columns your board shows on each card.
See Studio -
Workflows and automations
Start a workflow when a deal changes stage or is won or lost, so the next team picks it up immediately. Connect it to your email, chat and the apps you already use.
See Workflows -
Roles and permissions
Every paid planDecide who can see, create and change pipeline, down to records and fields, with custom roles.
See Users and Roles -
Agaro Agent
Ask about your pipeline in plain language. The Agent asks before it changes a record, and it works within your permissions.
Meet Agaro Agent -
Your own custom modules
Scale and upWhen pipeline needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.
See custom modules -
App Builder
Every paid planBuild a website, document, slides or internal app next to your pipeline, described in plain words.
See App Builder -
Open API and MCP
Scale and upConnect 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.