Win once, deliver once
Ozer pipeline tracks leads and proposals. When you win, the deal becomes a project with context intact and no re-entry. It is part of the Ozer Workspace OS for freelancers and small agencies in the UK.
Ozer pipeline answers “where is this lead?” Track opportunities and proposals. When you win, the deal becomes a project with context intact, so there is no re-entry into a delivery tool.
Pipeline
Lead
4
Proposal
2
Won
1
What you get
- 01
Pipeline at a glance
See what is active, stalled, or needs a nudge.
- 02
Proposal tracking
Know when a prospect has viewed the proposal.
- 03
Win becomes a project
Client, brief, and context carry over in one step.
- 04
History from first contact
The relationship record starts when the lead enters.
Where relationships begin
Lead becomes client, client becomes project, and project becomes invoice on the same record.
Frequently asked questions
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