Pipeline and projects
Move opportunities through the pipeline and into delivery.
Track every opportunity through a visual pipeline, then keep its contacts, tasks, notes, files, team, and progress connected as the work moves forward.
One connected view from opportunity to active client work.
Configurable stages
Create pipeline stages that reflect how your team actually works.
Connected customer context
Keep contacts, team members, dates, value, tasks, and activity attached to the work.
Delivery stays visible
Manage project progress, notes, files, and follow-ups without losing the original relationship context.
A pipeline that matches your process
See where every opportunity stands.
Organize opportunities into clear stages and give the team a shared view of what is active, what needs attention, and what should move next.
- View opportunities as visual pipeline cards.
- Track value, dates, progress, and related tasks.
- Keep linked contacts and team context visible.
- Archive or export records when needed.
Stages can be given a name, description, color, custom color value, and optional due date.
From pipeline to delivery
Keep the work connected after the opportunity progresses.
Avanta keeps the important customer and work context together, so the team can coordinate delivery without rebuilding the record in another disconnected system.
- Project details
- Tasks
- Notes
- Attachments
- Sub-projects
- Progress and status
Staff training scheduled for the week before go-live.
Projects can be marked Active, On Hold, Completed, or Cancelled as the work changes.
How it works
A clear path from opportunity to completed work.
- 1
Add the opportunity
Connect the relevant customer, value, dates, team members, and initial details.
- 2
Move it through the pipeline
Use configurable stages to show progress and keep the next step visible.
- 3
Coordinate the delivery
Manage project details, tasks, notes, attachments, sub-projects, and progress in the same workspace.
Pipeline and projects FAQs
Can we configure our own pipeline stages?
Yes. Pipeline stages can be given a name, description, color, custom color value, and optional due date.
What information can be connected to an opportunity or project?
Avanta keeps contacts, team members, value or budget, dates, stage, status, progress, tasks, notes, attachments, sub-projects, and activity together.
Can we manage delivery work inside Avanta?
Yes. Project views include details, tasks, notes, attachments, and sub-projects so teams can coordinate work while retaining the customer context.
Can opportunities or projects be archived or exported?
Yes. Archive and export actions are available from the pipeline and project workflow.
One connected workspace
Put every deal in motion
Bring your customers, pipeline, outreach, invoices into one workspace.
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