A deal can be ready to close and not worth delivering.
A current sales funnel shows what could close. The proposal also needs a credible staffing plan and cost model. Profitdrive connects opportunity management with the work you are proposing and its effect on the months ahead.
If the pipeline is the job, put Profitdrive on the shortlist.
For a 25–150-person IT or professional-services firm using HubSpot, Pipedrive or a spreadsheet mainly to track opportunities, Profitdrive is a CRM alternative to evaluate. The question is whether it covers the sales work you need and connects it to delivery.
If email automation, marketing campaigns, service workflows or other CRM functions are essential, list them before deciding to replace the system. A free or inexpensive pipeline tool may already do its job well; switching needs a useful difference.
The margin can be wrong before anyone signs.
Outdated rates, optimistic open-role costs, different working-day assumptions and fixed-price phases forced into a T&M workbook can leave a proposal looking better than the work behind it. Delivery inherits those assumptions after the win.
In the Deal Model, a named person uses their current salary or contract cost and available capacity. An open role uses the cost your firm set. Model the dates, day rates, calendars and commercial mode for each phase against your margin targets.
Move the opportunity. Keep the delivery case.
Opportunities, Kanban, Bookings and Pipeline Impact are four views of the same deals. Move an opportunity from Lead through Qualification, Proposal Draft, Proposal With Client and Negotiation to Won. Read expected monthly bookings and the effect of pipeline on company profit.
When the deal is won, Convert to Project carries rows, phases, commercial modes, named people and open roles into the project plan. Sales and delivery can start from the same priced case.
Compare the sales tasks that must survive.
| Sales task | Your evaluation case | Profitdrive |
|---|---|---|
| Stages and ownership | Bring your actual opportunity stages and responsible people. | Check the supported pipeline views against the movements your sales team manages. |
| Deal economics | Bring a proposal with dates, rates, roles and margin targets. | Cost the work on the opportunity, then examine availability and the months ahead. |
| Follow-up and history | Identify the notes, reminders, contact context and email/activity records you rely on. | Verify those essential tasks in the evaluation; do not assume a broader CRM workflow is replaced. |
| Delivery handover | Identify what gets copied into a new planning file after a win. | Carry the Deal Model into the Project Plan and review the retained commercial assumptions. |
| Migration and cost | Check export fields, required licence tier and the systems you retain. | Use the supported opportunity and Deal Model import templates; compare the actual Full/Team role mix. |
Stages and ownership
- Your evaluation case
- Bring your actual opportunity stages and responsible people.
- Profitdrive
- Check the supported pipeline views against the movements your sales team manages.
Deal economics
- Your evaluation case
- Bring a proposal with dates, rates, roles and margin targets.
- Profitdrive
- Cost the work on the opportunity, then examine availability and the months ahead.
Follow-up and history
- Your evaluation case
- Identify the notes, reminders, contact context and email/activity records you rely on.
- Profitdrive
- Verify those essential tasks in the evaluation; do not assume a broader CRM workflow is replaced.
Delivery handover
- Your evaluation case
- Identify what gets copied into a new planning file after a win.
- Profitdrive
- Carry the Deal Model into the Project Plan and review the retained commercial assumptions.
Migration and cost
- Your evaluation case
- Check export fields, required licence tier and the systems you retain.
- Profitdrive
- Use the supported opportunity and Deal Model import templates; compare the actual Full/Team role mix.
Test a live proposal, not an empty funnel.
Take one opportunity through pricing, an open-role decision, a stage change and the handover into delivery. Check the essential sales tasks before deciding on replacement or coexistence.
The value is the connected work model. A sales-funnel-only comparison needs to include that usefulness, migration effort and total cost—not assume that everyone needs the most expensive CRM plan.
Follow the question that matters next.
For firms choosing services software and comparing workflow coverage, financial methods and licensing. PSA alternatives and total-cost comparison
For CFOs, controllers and CEOs who need to explain the company result and the months ahead. Company forecasting and management reporting
See all starting pointsWhich costing assumption causes the most rework in your deal reviews?
Request early access to evaluate your opportunity workflow and the delivery case behind it.