Board and list views
Move opportunities visually or scan a compact operational list using the same pipeline data.
A sales pipeline without the sales-ops overhead
Keep promising deals moving—and the next step in sight.
Create flexible sales pipelines, connect the right contacts and company, record the next action, and keep proposals, appointments, tasks, and documents beside the opportunity.
30 days of Premium includedNo card requiredFree plan afterward
Built forFounders, sales teams, and client-service businesses
Your work, at a glance
See where your next business could come from
Follow opportunities across sales stages with pipeline metrics and filters above the board. Keep the work of winning a deal visible.
Your team sees what can close, what is stalled, and what needs attention—without maintaining a heavyweight CRM.
Keep value, stage, owner, and next action visible across every active deal.
Multiple simple pipelines
Use one default sales pipeline or create focused pipelines for different brands, services, or teams.
Contacts with clear roles
Connect several people to one opportunity, define their roles, and keep one primary decision contact.
Next-action discipline
Record the next step, owner, expected close, probability, and stale threshold so opportunities do not quietly disappear.
Documents and appointments
Keep estimates, quotes, invoices, tasks, notes, and scheduled meetings connected to the work they support.
Know where sales stand
See open and weighted value, stage distribution, win rate, sales cycle, and deals that need renewed attention.
Make it yours:Small-business sales pipelineConsulting proposalsPartnership development
Make it work your way
Keep a good opportunity moving
Update deal details, company context, and the next action in one focused form. Capture what changed while the conversation is fresh.
- 01Choose the pipeline
Use a practical default or edit stages, probabilities, colors, order, and stale thresholds.
- 02Connect the people and next action
Add contacts, company, owner, value, expected close, and the work that must happen next.
- 03Move the deal with evidence
Drag stages, spot stale opportunities, attach quotes, and record a clear won or lost outcome.
Your first step takes one free account.Build a sales pipeline your team can keep current.
Build your first pipeline Put it into practice
Review the details behind your pipeline
Switch to a compact list to compare individual deals and their values while keeping sales stages in view.
Go one step further
Give each deal a clear next step
Review the opportunity, stage progress, and key details together. Keep the next action visible so a promising conversation has somewhere to go.
One account. 21 connected apps.
Start with Opportunities.Discover the rest of ToolsPad.
Carry one customer identity from qualification through proposal and delivery.
Tasks
Give every next step an owner and a deadline.
Estimates & Quotes
Turn your proposal into a clear, professional quote.
CRM
Keep contacts, context and follow-ups together.
Notes
Keep ideas, briefs and decisions easy to find.
Whiteboards
Map ideas alongside the work they belong to.
Lead Forms
Turn website enquiries into organized leads.
Surveys
Ask better questions. Learn from every response.
Polls
Let your audience help make the next decision.
Landing Pages
Build a focused page around your next offer.
Subscription Tracker
See what renews before you pay again.
Invoice Maker
Prepare clear invoices and track their status.
Testimonial Collector
Collect customer stories and publish your best proof.
Business Calculators
Work through pricing, margins and business scenarios.
Appointment Scheduling
Let customers choose a time that works.
Time Tracking
Know where the working hours are going.
Smart Links
Route visitors and compare campaign results.
QR Code Generator
Create branded QR codes and review their reach.
Dashboards
Bring useful business signals into one view.
Documents & Media
Find, share and reuse your business files.
Blogs
Give your expertise a place to grow.
Opportunities
Keep promising deals moving toward a decision.
You’re hereMore tools. One free account.Scroll to explore, or use the arrows.
What to know before you begin.
Clear answers before you create your first opportunities workflow.
Can one opportunity include several contacts?
Yes. Add multiple contacts with roles and select the primary contact for the opportunity.
Can I create more than one pipeline?
Yes. Pipelines can have their own ordered stages, colors, probabilities, and stale-work thresholds.
Does a won opportunity update CRM?
Yes. Winning an opportunity can promote a Lead or Prospect to Customer, but ToolsPad never automatically demotes a lifecycle stage.
Can I start free, and what else is included?
Yes. One free account includes all 21 ToolsPad apps within Free plan limits, unlimited human teammates, and 30 days of Premium to explore—no card required. Afterward, continue on Free or choose a paid plan for more capacity and advanced features.
Build a sales pipeline your team can keep current.
Start with Opportunities today. Add the other apps as you need them—all from the same free account.