↗ Deals & Pipeline →

Keep every opportunity moving. From first conversation to closed deal.

Bring your deals, customer relationships and conversations together in one connected pipeline. See where every opportunity stands, what happened before and what needs to happen next.

✓ Visual deal pipeline
✓ Connected customer context
✓ Follow opportunities through to close
braincenta.com
BrainCenta CRM deals and sales pipeline
From first enquiry to the final decision

See where opportunities stand and what needs your attention.

✓Visual sales pipeline ✓Move deals between stages ✓Link customers and companies ✓Track value and close dates ✓Keep follow-ups visible ✓Prepare quotes and estimates
One clear pipeline

Know where every deal stands. And what happens next.

See opportunities from a new lead through qualification, proposal and close. Move a deal when the conversation progresses, and keep its value and customer in view.

Sales pipelineIllustrative opportunities
Lead2
New enquiryWebsite refreshHarbor Studio
£4,500New lead
DiscoverySupport retainerMeadow & Co
£2,200Call booked
Qualified1
In discussionCRM rolloutMeridian Works
£7,800Scope agreed
Proposal1
Awaiting responseBrand launch packageNorthstar Studio
£8,500Follow up due
Won1
ClosedAnnual partnershipCedar Digital
£6,200Won
Keep each opportunity in the right stage as your conversations develop.Illustrative pipeline · Stages can include Lead, Qualified, Proposal, Negotiation, Won and Lost.
More than a deal name

See the opportunity in context.

A deal has a customer, a company, a value and a decision ahead. Keep those details together so you can pick up the conversation with a clearer picture of where things stand.

  • Link the contact and company behind the opportunity.
  • Keep the stage, value and expected close date visible.
  • Plan a follow-up while the conversation is still fresh.
Active opportunity

Brand launch package

Northstar Studio · Morgan Lee

Proposal
Deal value£8,500
Expected closeEarly October
CustomerMorgan Lee
CompanyNorthstar Studio
◷
Next actionCheck in about the proposal on Thursday

Illustrative deal · Details are entered and kept current by your team.

The next step matters

Keep the conversation moving after the proposal.

A deal rarely closes the moment you send an offer. Keep the customer relationship nearby, plan the next call and give yourself a clear reason to follow up.

  • Review where the opportunity stands.
  • Set a follow-up for the right time.
  • Update the stage when a decision is made.
Northstar Studio · Brand launch packageProposal stage
Customer conversation

“The proposal looks promising. Can we go over the timeline before we make a decision?”

Next stepBook a proposal review with Morgan

Discuss the six-week launch date, confirm availability and note what needs to change before the final decision.

Follow-up plannedCustomer linkedDeal in Proposal
BrainCenta BillingEstimate
Prepared for Northstar Studio

Brand launch package

Visual identity and one-page landing site · Illustrative estimate

Estimated total£8,500
▤Keep your commercial documents in the same workspace.
From opportunity to offer

Ready to put a price on the work?

When the conversation reaches a proposal, create a quote or estimate in BrainCenta. Keep the customer, the opportunity and the commercial details close as you work towards a decision.

  • Prepare quotes and estimates in your workspace.
  • Keep an eye on the opportunity as the customer decides.
BrainCenta Deals

Keep the opportunity in view. Keep the relationship moving.

Bring your deals, customer details and next steps into one place so the right conversation happens at the right time.