PrimeCRM · Opportunities
Sales pipeline software
that follows the way you sell.
Every sale in one place: what it is worth, who it is with, what happens next and everything that has happened so far. It lives on your own computer and is connected to the contacts, tasks and calls the sale depends on.
Your stages
Your stages, not someone else's template
Name your own stages, give each a colour, reorder them, rename them when the way you sell changes. If you sell in more than one way, keep a separate pipeline for each and switch between them from the board.
One sale
One sale, one page
Everything about a sale lives on its own page: its value in its own currency, how likely you think it is, when you expect it to close, and a standing description you keep current. Link every person and company involved, mark who is primary, and record the part each person plays: who signs, who evaluates, who introduced you.
Reports
Numbers you can check
In Reports, see where your sales came from, how your pipeline converts stage by stage, what is due to close and what is slipping, and how you are closing: win rate, loss rate and average time to close. Every figure opens the sales behind it, so a number is something you can check, not something you have to trust. Sales in different currencies are never converted or added together.
One system
One system, not another app to rent
Opportunities is part of PrimeCRM, inside the same system as your tasks, projects and time. A sale's contacts are the contacts in your CRM, its next steps are real tasks on your list, and a project can keep its own pipeline apart from your main one. Find any sale from search, link to it from other tools, or let your AI agent work it for you.
Switching
Moving from a subscription CRM
If you are leaving a CRM you rent, you know the limits: a monthly fee for every person, caps on how many deals and pipelines your plan allows, and your client history on someone else's servers. PrimeTask has no caps on contacts, sales or pipelines and keeps everything on your own computer. Bring your contacts and companies with you: the import wizard takes CSV, vCard and JSON, including exports from Apple Contacts, Google Contacts and Outlook, and handles duplicates for you.
Ownership
Yours, not rented
Your pipeline lives on your own computer and works without an internet connection. Sync between your devices or with a team is your choice. Export what is on the board to CSV or JSON whenever you like. Opportunities comes with PrimeTask Pro, a one-time purchase, not a monthly subscription.
FAQ
Questions people ask
One potential sale: who it is with, what it is worth, how likely it is, where it has got to and what has happened on it. It moves through stages until it is won or lost.
A lead is a person or company who might buy. An opportunity is a specific sale you are pursuing with them, with a value and a stage. One contact can be part of several opportunities over time.
Yes. Pipelines, stages, categories, types and contact roles are all yours to define and change, and you can save a pipeline as a template to reuse.
Yes. Each sale keeps its own currency, and totals are shown per currency rather than converted.
Yes. Your pipeline is stored on your own computer and works without an internet connection. Syncing between devices or with a team is optional.
Opportunities is part of PrimeCRM in PrimeTask Pro.
Opportunities is part of PrimeCRM in PrimeTask Pro, a one-time purchase. Start with a free trial to run it with your own sales.
14-day free trial - full Pro access, Opportunities included