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Deal pipeline

The lead becomes
the retainer.

Every deal follows a structured flow from first contact to ongoing billing — proposal, quotation, contract, deposit, project, delivery, final invoice, retainer. Enable only the stages your agency actually uses.

Map your pipelineSee how it works

9 stages

Lead to retainer

Fully modular

Enable what you need

Auto-advances

Linked to real actions

Deal lifecycle

Every stage is tied
to a real deliverable.

When a contract is signed, the contract stage closes automatically. When a deposit invoice is paid, the deal moves forward. The pipeline doesn't ask you to drag cards — it reflects what's actually happened.

  • Lead → Proposal: send a brief or scope doc
  • Proposal → Quotation: issue a line-item quote
  • Quotation → Contract: client accepts and signs
  • Contract → Deposit: deposit invoice sent automatically
  • Deposit → Active: payment received, project created
  • Active → Delivery: mark project delivered in Reviroo
  • Delivery → Final invoice: final balance billed
  • Final invoice → Retainer: monthly billing activated

Apex Digital — deal #APX-004

Contract

AED 24,000

Website redesign + SEO retainer

Owner

Sara A.

Pipeline stage

LeadContractRetainer

Stage history

Lead created

14 May

Proposal sent

15 May

Quoted AED 24,000

16 May

Contract signed

18 May

Linked project

APX-Website-Q3

Deposit invoice

AED 12,000 · Sent

Configure pipeline stages

8 / 9 enabled
01

Lead

02

Proposal

03

Quotation

04

Contract

05

Deposit invoice

06

Active project

07

Delivery

08

Final invoice

09

Retainer

Monthly billing

Modular configuration

Built for how your agency
actually works.

Not every agency sends a deposit invoice or uses a formal delivery stage. Toggle off the stages you don't need — they disappear from the pipeline entirely. Your clients and your team only see what's relevant.

  • Toggle any stage on or off per agency — or per client
  • Disabled stages are hidden from the pipeline view
  • Retainer stage activates automated monthly invoice generation
  • Deposit stage auto-links to the quotation total
  • All nine stages available; most agencies use five or six
  • Stage order is fixed and matches real-world deal flow

Built for agency sales cycles

From first contact to monthly billing.

Board or list view

See all open deals as a kanban board or a flat list. Filter by owner, stage, or client.

Auto-advances

The pipeline moves when real things happen — contract signed, invoice paid, project delivered.

Revenue visibility

See total deal value at each stage and forecast what's expected to close this month.

Full deal history

Every stage transition is logged with a timestamp and linked to the document or invoice that triggered it.

Assign deal owners

Assign deals to account managers. Each owner sees their own pipeline and total deal value.

Retainer activation

Reach the Retainer stage and monthly invoicing activates automatically. No manual setup required.

Stop losing deals to admin gaps.

One pipeline. Every stage. The whole team knows where each deal stands — without anyone having to ask.

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