Boost your revenue
Bring clarity to your pipeline - track, measure, and improve your sales process inside Acumatica CRM
Reports show only current stage - not how it got there.
Oh, are you exporting your pipeline to Excel to track stages?We ask you to not waste your time.
Get back on track!
If you can’t see your deal’s journey - you can’t optimize it.
Sales reps spend time to educate themselves on next steps?We ask you not to waste their time.
Put foot on the gas!
Managers can’t tell where deals get stuck or why.
Did James forget to fill out who's the competitor on a deal again?No, please, no.
Now steer it!
Enhanced Opportunity Stage Tracking
✅ Tracks all stage transitions with user, timestamp, and duration
✅ Adds stage-history tab and KPIs on Opportunity screen
✅ Enables dashboards showing deal velocity and stuck-stage alerts
✅ Works natively in Acumatica, no external DBs or integrations
✅ Configurable stage and fields flow
Who are we and why us?
Built by independent Acumatica developers passionate about CRM usability, we bring over 20 years of experience (combined!) working with Acumatica to customize it.Our goal is to establish trust by delivering high-quality products that address existing gaps.To clarify, we aim to build our Acumatica Solutions portfolio through a product approach and do not offer customization services. Sorry!
Basic Stage Tracking functionality
Yes, Basic Stage Tracking is free!
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