A full pipeline-to-margin operating layer for agency leadership. Track deals, forecast revenue, manage capacity, and monitor margin health — all connected to the projects your team is delivering.
Start FreeLifecycle Position
CRM pipeline management
Track accounts, contacts, and opportunities from first conversation through signed contract. Kanban pipeline view by stage with deal value and owner.
Revenue forecast
Roll up pipeline into a committed revenue forecast by month, quarter, and role. See weighted and confirmed revenue side by side.
Capacity planning
Map available team capacity by role against committed delivery demand. Surface over-allocation and bench risk before they become problems.
Margin intelligence
Compare forecast margin against actual burn in real time. Set margin guardrails by project and get alerted when burn is tracking ahead of forecast.
Rate management
Manage negotiated rate overrides by account, role, and project. Full audit trail on every rate change with effective date tracking.
Opportunity scoring
Score pursuit decisions before committing resources — fit, complexity, margin potential, and readiness — so your team wins the right work.
Pipeline report
A full view of deal stage, value, and probability across all active opportunities.
Revenue forecast
Committed and weighted revenue by month, quarter, and role for leadership planning.
Capacity map
Available vs. committed capacity by role across active and upcoming projects.
Margin report
Forecast vs. actual margin by project and portfolio, with burn guardrail alerts.
“Most agencies find out a project is underwater after it ends. Revenue Operations gives leadership a real-time view of pipeline health, committed capacity, and margin risk — before the next contract is signed.”