Can MiOpsAI handle pipeline and sales tracking?

Sales pipeline and deal tracking are on the MiOpsAI roadmap. MiOpsAI's OpsBI integration (in development) is designed to handle the pre-sale process — leads, deals, pipeline stages — and hand off to OpsAI automatically when a deal closes, creating the client record and engagement without manual setup.

How the pre-sale and post-sale split works

• OpsBI (in development): leads, deals, pipeline stages, forecasting
• OpsAI (live today): client records, engagements, communications, AI ops
• Hand-off: when a deal closes in OpsBI, the client record is created in OpsAI automatically

Current state: client and engagement records exist for managing active clients. A pre-sale CRM pipeline is roadmap. For pre-sale tracking today, OpsBI or your existing CRM is the right tool.