Opportunities & Deal Tracking
A deal tracker for your sales pipeline — follow every opportunity from first contact to won or lost, with configurable stages, deal value and win probability, all tied to the contact and live on the API.
A deal tracker that shows what's in play.
Also called a deal tracker or opportunity manager: an opportunity opens against a client, moves through the stages you define, and closes won or lost — so you always know what's in play, what it's worth, and what to chase. Your team works the deals; your agent works the same pipeline through the API.
Configurable stages
Build the pipeline your business actually runs — from New Lead to Closed - Won — each with its own default win probability and order.
Value & probability
Every opportunity carries an estimated value and a win probability, so a weighted forecast falls out of the pipeline automatically.
Tied to the contact
Opportunities live against the client record alongside notes and history — open one straight from a contact and the whole story stays in one place.
Won or lost, in one call
Mark a deal won or lost with a single request — a shorthand for the Closed - Won / Closed - Lost stages — and it drops out of the open pipeline.
A clean dashboard for your team — an endpoint for your agent.
Opportunities is live on the same documented REST API your team's dashboard uses. It ships with Online Quoting and reads straight from your Contact CRM — open a deal against a client, move it through the stages, and close it won or lost, all from code. The pipeline here is your deal pipeline (the sales stages); if you'd rather work deals as cards, Zulu's separate Visual Pipeline (Kanban) module can visualise these same opportunities.
- Open opportunities against a client
- Move opportunities through the pipeline
- Mark opportunities won or lost
- Read the pipeline stages
Talk to Opportunities & Deal Tracking in code.
# 1 · Open an opportunity against a client — it enters the first pipeline stage POST /opportunity { "client": "9f2a…", "reference": "Booster pump upgrade", "value": 12500, "probability": 25 } → 201 Created { "data": { "token": "opp_4b1…", "status": "open", "stage": { "name": "New Lead", "key": "new_lead" } } } # 2 · Deal closes — mark it won (shorthand for the Closed - Won stage) POST /opportunity/opp_4b1…/stage { "status": "won" } → 200 OK { "data": { "token": "opp_4b1…", "status": "won", "stage": { "name": "Closed - Won", "key": "closed_won" } } }
# List the pipeline stages, then move the opportunity to a specific one GET /opportunity/stage → 200 { "data": { "stages": [ { "token": "st_9c…", "name": "Proposal Sent", "key": "proposal_sent" } ] } } POST /opportunity/opp_4b1…/stage { "stage": "st_9c…" } → 200 OK { "data": { "status": "open", "stage": { "name": "Proposal Sent" } } }
# Read open deals over $10k, biggest first GET /opportunity?status=open&sort=value_desc → 200 OK { "data": { "opportunities": [ { "reference": "Booster pump upgrade", "value": 12500, "probability": 25, "stage": { "name": "New Lead" } } ], "pagination": { "total": 1 } } }
Who gets the most from Opportunities & Deal Tracking.
Trades & field service
Log every enquiry as a deal, weight it, and keep quoting jobs moving instead of letting them go cold in an inbox.
Professional services
Run a real sales process — proposal, negotiation, close — with a weighted forecast that updates as deals move.
Distribution & B2B
Track account opportunities by value and stage, and let an agent surface the deals worth a call this week.
“It's provided systemisation where we were lacking it — and enabled us to grow year on year.”
Aston Wells Kiwi Commercial Cleaning It all runs as one system.
Every Zulu module is part of the same connected platform — that's what makes it more than the sum of its features.
One connected database
Enter a customer, product or job once and it flows everywhere — quotes, invoices, stock, jobs and reports. No double-entry, no exporting between tools.
Grows with you
Switch on more modules as you scale — same login, same data, one simple bill. You only run the parts of Zulu your business actually needs.
One API for all of it
Every module speaks the same documented REST API — so your team and your AI agent work from one source of truth, with no glue code in between.
Run Opportunities & Deal Tracking on Zulu.
One login, one simple fee, and API access in every plan. Start free — no credit card.