How Sales Work in Clientverse

Jul 8, 2026

At the heart of Clientverse is a simple idea: every opportunity you are working on should be visible, in one place, with just enough structure to move it forward. In Clientverse that opportunity is called a sale (you will also see it labeled a deal in the interface), and this post walks through exactly how sales work from first contact to closed.

No hidden concepts, no lengthy setup. Here is what a sale is, how it moves through your pipeline, and what you can do with it.

What a Sale Records

Every sale in Clientverse is a single record that keeps the essentials together:

• Name - a short label for the opportunity, so you always know what the deal is about.
• Customer - the contact or organization the deal belongs to. Every sale is linked to a customer, so the record never floats on its own.
• Value and currency - the amount the deal is worth. The currency defaults to your instance’s configured currency, and you can set it per deal.
• Stage - where the deal sits in your pipeline (more on this below).
• Probability - a percentage from 0 to 100 reflecting how likely the deal is to close.
• Expected close date - when you expect the deal to land.
• Notes - free-form context: what was discussed, what the next step is, anything worth remembering.

From the value and the probability, Clientverse automatically calculates an expected value for each deal (value multiplied by probability). It is a quick, honest read on what a deal is really worth to your forecast before it closes.

The Pipeline Stages

Clientverse ships with a clear, ready-to-use set of five stages that every deal moves through:

1. Lead - a new opportunity that has just entered the pipeline.
2. Qualified - you have confirmed there is a real fit and intent.
3. Proposal sent - an offer is on the table and you are waiting on a decision.
4. Won - the deal closed successfully.
5. Lost - the deal did not go ahead.

New deals start at Lead by default. Moving a deal forward is as simple as opening it and changing its stage. There is nothing to configure before you start: the stages are ready the moment you install Clientverse, so a small team can be tracking real deals within minutes.

Working Your Deals

All of your sales live on a single, sortable list. From there you can:

• Search across deal names and customers to jump straight to what you need.
• Filter by stage to focus on, say, everything still in Proposal sent.
• Sort by name, customer, value, stage, or probability to line deals up however you think about them.
• Select several deals at once and remove them in a single bulk action when you are cleaning up.

Open any deal to see its full detail: the customer it belongs to, its value and currency, its probability, the computed expected value, the expected close date, and your notes. This is the record your whole team can read to understand where a deal stands, without a status meeting.

Turning a Won Deal Into Work

Closing a deal is where Clientverse connects your sales process to what happens next. When a deal is still open, two actions are available directly from the deal:

• Convert to contract - creates a draft contract from the deal, carrying over the name, value, currency, and notes so you are not re-typing anything.
• Convert to project - creates a project from the deal, so the work can begin with the context already attached.

Either conversion marks the sale as Won, keeping your pipeline honest without an extra step. It is a deliberate flow: a sale becomes a contract to sign or a project to deliver, and the history stays linked back to the original deal.

A Dashboard View of the Pipeline

The Clientverse dashboard gives you a running snapshot of your sales without opening the list. At a glance you can see:

• The number of open deals and their combined value (everything not yet won or lost).
• Revenue won this month, drawn from deals marked as Won.
• Your most recently updated deals, so you can pick up where you left off.

It is a lightweight overview designed to answer the question every team asks first: where does the pipeline stand right now?

Automate It With the REST API

Everything above is available through the Clientverse REST API. You can create, read, update, and delete sales programmatically, filter and search them, and pull deals in batches. That makes it straightforward to feed deals in from a website form, sync them with another system, or build your own reporting on top of your own data. Because Clientverse is self-hosted, that data stays on your server the entire time.

Try It Yourself

Sales in Clientverse are intentionally simple to learn and quick to adopt: a deal record, five clear stages, an honest expected value, and a clean path from a won deal to a contract or project.

The best way to get a feel for it is to click around. Spin up a few deals on the demo site, move them through the stages, and convert one to see how it flows. When you are ready to run it on your own terms, the installation guide will have you self-hosting in an afternoon.