Win the work
Funnel is where new work is won: contacts and companies, a pipeline of opportunities, and the fee proposals and emails you send. When a deal is won, the project is created from it.
What it does
Open deals sit as cards in stage columns, each column with its win chance and a weighted total. Drag a card to the next stage, park a deal in "Nurture" until a follow-up date, and spot the deals that have gone quiet by their ROT badge.
Keep every lead, client, partner and referral source with their company, emails, deals, notes and timeline. ARK warns you of a likely duplicate, and any filtered view can be saved as a smart list.
Price each phase as flat, hourly or not-to-exceed, or as a percentage of construction cost, or work the fee out with the fee calculator. The client gets a private page with the PDF and "Accept proposal"; you confirm the acceptance and the deal is Won.
"Create project from this opportunity" carries the client company, primary contact and address into a new project and marks the deal won.
Each lead form submission creates a contact and an opportunity in the stage you choose, with an optional automatic reply. Booking pages let a prospect pick a meeting time from your hosts' calendars and move the contact's open deal along.
Campaigns send one email, or a repeating one, to a saved contact list. Sequences send a series of emails to one contact at a time and stop when they reply, unsubscribe or bounce, and Conversations keeps each thread with its delivery status.
My Day lists your overdue, today and upcoming tasks, calls and meetings, and the deals going quiet. Automations do routine work, such as adding a tag or moving a deal, when something happens.
Real screens from the sample firm every new ARK workspace starts with.
Funnel is $79 per month, flat, for the whole firm, and it is included in ARK Unlimited.