Professional services
A working app for business development and sales teams
See every opportunity, proposal and follow-up with its value and next step before the pipeline moves.
Sample scenario: Imani, the business development lead, is responsible for OP-214. Two proposals worth $164,000 are awaiting a client decision and the follow-up window closes today. Open pipeline: $412,000. Proposal decision due Friday.
- Open pipeline
- $412,000
- What it replaces
- 5 working screens, one system
- The build
- Yours in about a minute
Pipeline
Opportunities by stage with value, owner, next step and close date.
What this working example shows
Pipeline
Opportunities by stage with value, owner, next step and close date.
Accounts
Companies, relationship owners, open value and last contact.
Follow-ups
Calls, meetings and proposals due, ordered by decision date.
Proposals
Proposal value, scope options, sent date and acceptance state.
Win review
Win rate, pipeline movement, source performance and lost reasons.
Questions this app can answer
Decisions grounded in the same operating record
What is holding OP-214, and who owns the next action?
What in accounts needs attention next for OP-214?
How does follow-ups affect open pipeline?
What changed across proposals since the last review?
The assistant reads the same fictional records visible in the app, so an answer can lead directly to its screen, owner and next action.
Before you build
Questions about software for business development and sales teams
What does software for business development and sales teams cover?
See every opportunity, proposal and follow-up with its value and next step before the pipeline moves. This working example connects pipeline, accounts, follow-ups, proposals and win review.
How does the pipeline screen work?
Opportunities by stage with value, owner, next step and close date. The sample follows OP-214, owned by Imani, the business development lead. Two proposals worth $164,000 are awaiting a client decision and the follow-up window closes today.
What can the built-in AI assistant do?
It works from the same fictional records shown in the app. Try "Open a record in Accounts" or ask it to review pipeline.
Can ALEA adapt this example to our business?
Yes. Enter your website and optional notes. The Studio starts from the example's pipeline, accounts and follow-ups structure, then applies your business name, services, language and brand. Work starts only after you submit the form.