Advanced Deal Stage Tracking

Boost your revenue

Bring clarity to your pipeline - track, measure, and improve your sales process inside Acumatica CRM


LACK OF TRANSPARENCY

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!


LACK OF SPEED

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!


LACK OF CONTROL

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

Timeline and Analytics

✅ 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?

Experienced Acumatica Developers

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

$0

Yes, Basic Stage Tracking is free!

Be among the first to try it

Get notified when the beta is available for your Acumatica instance.Leave your contact info below

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