New Business holds the deal.
Everything before the win lives in New Business, in the order a deal actually moves. An opportunity enters the Pipeline, the estimate prices it, the proposal tells the client the story, and the contract closes it.
- Pipeline holds every open opportunity — its stage, value, and next move.
- Estimates are your internal truth: costing, rates, margin.
- The proposal your client reads is priced from the estimate, so the numbers never drift.
The signature is the win.
When the contract signs, the engagement graduates into Projects carrying its whole story — every estimate version, proposal view, and note it earned along the way. Nothing re-enters, nothing starts blank.
- Projects hold won work only — everything in them is already signed.
- The deal history arrives with the project, not as scattered records.
- A win can be marked manually too, and it is reversible.
One thread from estimate to paid.
The estimate’s numbers become the invoice’s lines — deposits, milestones, final. Financials reads the same thread, so reports are the truth rather than a reconciliation.
- Generate invoices from the estimate instead of retyping numbers.
- Payment schedules split the total into deposits and milestones.
- Reports read the one thread every dollar rode in on.