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Features
Move deals from lead to won or lost on stages you control, then spin up a templated project from a win.
In practice
Track deals on a board you own, lead through negotiation to won or lost. When you close, pick a project template and spin up a structured delivery project from the deal so sales and studio stay in the same room.
Sales stages you control, then a win that becomes a templated project. The handoff stops being a spreadsheet because the deal, template, and delivery share the same company home.
What stands out when this becomes part of how you run client work.
Custom stages per agency
Deal value, owner, and close date
Won → pick a template and create a project
Pipeline keeps sales next to the company. When you win, Felagar can create a project from a template so studio work starts without a handoff spreadsheet.
Configure pipeline stages for your agency, then open the company or shared pipeline board.
Add deals with value, owner, and close date, and move them through negotiation.
Mark a deal won or lost. On win, pick a template and create the linked delivery project in one step.
Studio picks up the structured project on the same company record; sales context and onboarding stay attached.
Create an account, invite your team and clients, and you’re live, with no DevOps side quest. Updates, uptime, and the portal stay on us so you can stay on the work that pays.