AgencyOS Deals
Deals
Kanban and table views for discovery, qualification, booked calls, RevMax proposals, negotiation, won/lost, and handoff.
Deals
3
In pipeline
Open value
$27,500
Outside won/lost
RevMax-linked
2
Proposal attached
Handoff-ready
1
Create project next
Discovery
Qualified
Call Booked
Aurora proposal workflow pilot
Aurora Aesthetics Group
$18,000
Prep discovery call with MarketX and create RevMax brief.
Proposal Drafting
Proposal Sent
Northstar operating layer rollout
Northstar Ops Consulting
$9,500
Proposal follow-up due today.
Negotiation
Won
Lattice Upwork proposal system
Lattice Web Studio
$12,000
Create project and send kickoff agenda.