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.
Keep your CRM for marketing and follow-up.
Bring the deal into Profitdrive when it needs a price.
If email automation, marketing campaigns, service workflows or other CRM functions are essential, list them and decide which tasks stay in your CRM.
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Outdated rates, optimistic open-role costs, different working-day assumptions and fixed-price phases forced into a T&M workbook can leave a proposal looking better than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.
Where each sales task lives
| 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. | Stays in your CRM |
| 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
- Stays in your CRM
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 and decide which tasks stay in your CRM.
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 access to evaluate your opportunity workflow and the delivery case behind it.