An honest overall view
Amounts, stages and due dates in one place. Monday's sales meeting starts from shared figures, not from what each person remembers.
- Total per stage
- Due date per deal
- Filters by consultant and by branch
In a general-purpose CRM, the opportunity ends once it is won. In an agency, that is where the work starts: the assignment opens, candidates come in, the client waits for a shortlist, and the fee will depend on the candidate who actually joins.
The Nicoka CABS pipeline is built for what comes next. A won opportunity opens the assignment in the same tool, with the same client account, the same terms and the same contact.
Deals move from one stage to the next, with their amount and their next action. The column totals give the pipeline's real weight, not an impression.
Example pipeline. Fictional data.
Six situations from an agency's business development.
Amounts, stages and due dates in one place. Monday's sales meeting starts from shared figures, not from what each person remembers.
An opportunity with no next action stands out. That is often where lost revenue sits, not in the deals still moving.
The won deal opens the role to fill, with the client account, the terms and the contact already in place.
The proposal goes out from the deal, using your templates, and is signed electronically without leaving the record.
An executive search firm's sales cycle is not a temporary staffing agency's. Stages and deal types are configurable.
What was sold and what was invoiced refer to the same thing. The margin-per-project report compares the order with what was delivered.
What people ask us about opportunities