Pipeline
Every planStages with win probabilities, a weighted total, and notes, files, tasks and time on every prospect.
More on Pipeline →For fractional sales directors and sales consultants
Pipeline and client management for sales consultants
Ambital gives fractional sales directors and sales consultants one place to run their own practice: a weighted pipeline with win and loss reasons, proposals and e-sign, retainers alongside project work, pipeline and conversion reports, timesheets and invoices.
Most sales consultants choose Business · £59/month
Sound familiar?
Where a sales consultant's own pipeline usually slips
“You run pipelines for clients and not for yourself.”
Your own deals sit on a board with the stages you define, each with a win probability, so the weighted value is what is really coming.
Pipeline →“Deals are lost and nobody asks why.”
Record a win or loss reason when a deal closes. Pipeline reports show your win rate, the conversion funnel and the reasons behind both.
Pipeline reports →“The proposal is a Word file on version six.”
Build the proposal in Ambital with its pricing lines. The client accepts and signs online, and the won deal becomes a project.
Proposals and e-sign →What you'll use
The features sales consultants open first
Everything else in Ambital is there when you need it. These are the features that matter from week one.
Pipeline reports
Every planThe conversion funnel, your win rate, and the win and loss reasons behind them.
More on Pipeline reports →
Proposals and e-sign
From ProProposals with pricing lines, accepted and signed online, then turned into a project.
More on Proposals and e-sign →Retainers and projects
Every planA monthly retainer and a fixed-fee project for the same client, each with its own hours and invoices.
More on Retainers and projects →
Forecasting
From BusinessBooked work, weighted pipeline and targets month by month against your goal for the year.
More on Forecasting →Outreach with Mailchimp
From BusinessYour own newsletter's campaigns and audiences reported in Ambital, next to your pipeline.
More on Outreach with Mailchimp →A week in Ambital
Selling for clients, and for yourself
- MondayAmbi's briefTwo proposals are out, the Northgate deal has been quiet for twelve days and a follow-up is due today.
- TuesdayDiscovery callMove Northgate to Proposal after the call and add a follow-up task to the prospect.
- WednesdayProposalSend the fractional sales director proposal. The client accepts and signs it online, and the project starts.
- ThursdayClient dayA day with Kestrel's team. Log it against their retainer and file the pipeline review notes to the project.
- FridayReviewPipeline reports show this quarter's win rate and the top loss reason. Invoices for both retainers go out.
Client names are fictional, from Ambital's demo organisation.
Set up for your kind of work
Start a project from what it's for
Choose one of these when you create a project and Ambital sets the billing model, tabs, phases and integrations for you.
Sales and business development questions
Straight answers
- Is Ambital a CRM?
- Ambital includes a CRM sized for your own practice. It holds companies, contacts and a weighted pipeline next to each client's projects, emails, meetings and invoices.
- Can I manage my clients' sales pipelines in Ambital?
- No. Ambital's pipeline is for your own business: the deals you are chasing and the work you win. Your clients' pipelines stay in their own CRM.
- Can I record why deals are won or lost?
- Yes, on every plan. Record a win or loss reason when a deal closes, and pipeline reports show the reasons next to your win rate and conversion funnel.
- Which plan do sales consultants choose?
- Most choose Business at £59 a month, because it includes proposals with e-sign, forecasting and the client portal.
- What happens when I win a deal?
- It becomes a project. Mark the deal won and Ambital turns it into a project and makes the company a client, so the work carries on from where the chase left off.
Be first in when we launch
Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.
Free plan · No card required · Built in the UK