How to Add Opportunity Tracking to Mautic

“Opportunity” and “deal” are the same thing

If you came from HubSpot or Salesforce you call it an opportunity. If you came from Pipedrive you call it a deal. They are the same record: one potential sale, with an amount, a stage, an expected close date, and the people involved. This guide uses opportunity because that is the word people carry over when they leave an enterprise CRM — but every point applies to a deal by any name.

The reason people search for this at all is simple: they move to Mautic to escape a subscription, get everything else working, and then find there is nowhere to put the sale itself. As one founder put it on the Mautic forum, they were “trying to get me and my clients off HubSpot” and could not figure out “whether Mautic offers the ability to track opportunities (HubSpot calls them ‘Deals’) that are attached to Contacts or Companies.” The short answer is no — and this guide is the long one.

What Mautic actually gives you

Mautic is a capable marketing platform, and it gets you closer to opportunity tracking than most people expect — which is exactly why the gap is confusing. Out of the box you have:

• Contacts with custom fields, tags, and a full activity timeline.
• Companies that group contacts together.
• Stages — a single label you can move a contact through.
• Points and segments to score and filter those contacts.

What it does not have is an opportunity object: a record for the sale itself, separate from the person. A Mautic stage is a property of a contact, so a contact sits in exactly one stage at a time. That is the whole limitation in one sentence — the deeper version is in Does Mautic have a CRM?

What opportunity tracking actually needs

Whatever you build, tracking an opportunity means holding four things somewhere that a contact stage cannot:

• An amount and a currency, so “what is in the pipeline?” has a number.
• An expected close date, so “what closes this quarter?” has an answer.
• A stage that belongs to the opportunity, not to a person — so a customer can have a renewal in Negotiation and an upsell in Discovery at the same time.
• Several contacts on one opportunity, because real purchases involve an evaluator, a budget holder, and usually a sceptic.

Contact stages give you the label and nothing else. The moment a single customer has two open opportunities, the stage on their contact record can only describe one of them, and your pipeline total quietly stops being true.

The usual workarounds, briefly

There are three common ways people try to fill the gap. Each is covered in full, with a side-by-side table, in How to track deals in Mautic — here is the short version as it applies to opportunities:

• Contact stages plus custom fields. Free and native, and genuinely fine for a solo founder with one opportunity per contact. It breaks the moment a contact has two.
• A spreadsheet beside Mautic. Fixes the multi-opportunity problem instantly, but nothing you type in the sheet reaches Mautic, so your automation and segments never see the opportunity move.
• An external CRM synced to Mautic. Real opportunity records, at the cost of a second contact database, per-seat pricing, and a sync that is invisible when it works and expensive when it silently stops — the exact subscription machinery most people came to Mautic to leave.

The part every workaround misses: who is deciding

Notice what none of the three workarounds handles well: the several people on one opportunity. A stage ties the sale to a single contact. A spreadsheet forces you to pick a primary contact. Even an external CRM usually treats extra stakeholders as an afterthought.

But the question that decides whether an opportunity closes is rarely “which stage is it in?” — it is “who is actually deciding, and who is quietly blocking it?” Tracking an opportunity properly means attaching every stakeholder and labelling the role each one plays:

• Champion — the person inside the account pushing for you.
• Decision maker — who actually signs.
• Blocker — the sceptic who can stall it.
• Influencer — everyone else with a say.

This is buying committee tracking, and it is the piece stages, spreadsheets, and most syncs cannot represent, because they all tie a sale to one name.

Adding opportunity tracking inside Mautic

The cleanest fix is to keep one database and add the record Mautic is missing. That is what Deal Flow installs into your own Mautic — an opportunity object that lives beside your contacts instead of in a second system:

1. Install the plugin

   Download, unzip into your Mautic plugins directory, and clear the cache. It runs on your server against your database — full walkthrough in the installation guide.

2. Build a pipeline

   Define the stages your opportunities move through — Discovery, Demo, Proposal, Negotiation, Won, Lost — as a Kanban board you drag opportunities across. The stage belongs to the opportunity, so one contact can appear on several at once.

3. Create an opportunity

   Give it a title, an amount and currency, an expected close date, and an owner, and link it to contacts already in your instance. Now “total pipeline value” is a number Mautic can sum.

4. Add the buying committee

   Attach every stakeholder to the opportunity and label each role — champion, decision maker, blocker, influencer — so the whole committee is visible on one record.

5. Let stage changes drive automation

   Opportunity stages sync back to Mautic contact stages, so the segments and campaigns you already built keep firing. Every operation is also available over the REST API and webhooks.

Frequently asked questions

Is an opportunity the same as a deal in Mautic?

Yes. Opportunity is the word HubSpot and Salesforce use; deal is the word Pipedrive and most others use. They mean the same thing: one potential sale, with an amount, a stage and the people involved. Core Mautic has neither, because it has no record for a sale in progress.

Does Mautic have opportunity tracking built in?

No. Mautic tracks contacts, companies, and contact stages, but it has no opportunity or deal object. A stage is a single label on a single contact, so it cannot hold an amount, a close date, or several stakeholders. Opportunity tracking needs a record that belongs to the sale, not to one person.

Can I track opportunities against a company, not just a contact?

Not natively. Mautic companies group contacts but hold no opportunity of their own. A dedicated opportunity record links to the contacts and the company involved, so one opportunity can carry an evaluator, a budget holder and a company all at once.

How do I track who is deciding on an opportunity?

You attach several contacts to the one opportunity and label each role: champion, decision maker, blocker, influencer. This is buying committee tracking, and it is the piece contact stages and spreadsheets cannot represent because they tie a sale to a single person. Deal Flow adds it inside Mautic.