Feature
Opportunity management and deal tracking
Every open deal has a value, a stage, an owner, and an expected close date, sitting on the record it came from.
An opportunity in Morfync is a deal record with value, stage, owner, expected close date, and source, attached to a contact and company. Opportunities move through the pipeline stages the workspace defines, and their tasks and activities stay on the record.
What it does
Inside the feature
The numbers that matter
Value and expected close date make the pipeline addable. You can see what is genuinely in play this month rather than guessing from memory.
Attached to real records
Opportunities hang off contacts and companies, so you never have a deal without knowing who and where it came from.
Owned and staged
One owner and one current stage per opportunity. Ambiguity about who is progressing what disappears.
Won and lost outcomes
Close an opportunity with an outcome so historical results stay queryable instead of being deleted.
Northgate Studio
$18,000ADVela Legal
$24,000MR
Harbor Consulting
$65,000AD
Ridgeway Group
$31,500JL
Why it matters
The problem this solves
A forecast needs structure
You cannot forecast from notes. Value plus stage plus close date is the minimum structure that turns activity into a view of the coming weeks.
Lost deals are data
Keeping lost opportunities with their reason makes patterns visible: the stage where things stall, the source that never converts.
FAQ
Common questions
Related
Explore the rest of the product
Configurable Pipelines
Your process, described in your words, rather than a vendor's idea of a sales cycle.
Read moreContact Management
One record per person and one per organisation, linked together, owned by someone, and searchable by the whole workspace.
Read moreAction Dashboard
Not a wall of charts. A short answer to the question 'what needs me today?'
Read moreSee it configured around your process
Book a walkthrough and we'll show opportunity management inside a workspace set up for a business like yours.