Deal Management: Track Every Opportunity from Lead to Closed-Won

Yes — every deal is tied to a contact. When you open a deal, you see the contact's full history: emails sent, calls made, forms filled, pages visited, and previous deals. This means any team member can see the full context without asking around.

Yes. Centripe's workflow builder lets you set triggers on deal stage changes. Common automations: send an email when a deal hits "Proposal Sent," assign a task when it enters "Negotiation," notify a manager when a deal is marked "Closed Won," or start a re-engagement sequence when a deal is "Closed Lost."

The pipeline connects natively to everything inside Centripe: contacts, email/SMS, calendars, forms, funnels, invoicing, and reporting. For external tools, Centripe supports webhooks and Zapier for connecting to accounting software, project management tools, or other systems.

Yes. Each client account has its own pipeline. Deals in one account do not show in another. As the agency owner, you can still see reports for all accounts in one main dashboard.

You can import deals from a CSV file. Map your columns (deal name, value, stage, contact email, close date) to Centripe fields. Existing contacts are matched by email; new contacts are created automatically. You can also create deals manually or via workflow triggers from form submissions.

The pipeline dashboard shows: total pipeline value, deals per stage, conversion rate between stages, average deal cycle time, deals won/lost by period, and revenue by rep. You can filter by date range, pipeline, deal owner, or tag.

Lead scoring rates how engaged or qualified a contact is (based on email opens, page visits, form fills). Deal management tracks a specific sales opportunity through your pipeline stages. They work together: a contact with a high lead score might trigger automatic deal creation in your pipeline, so your sales team knows who to prioritize.