Create and follow all your leads/commercial opportunities
Create your Lead/Opportunity
Easily create a new lead or opportunity by selecting from predefined products to streamline the process, or enter full details manually as needed.
Attach external documents for quick reference. If the standard fields don’t suit your requirements, add custom fields in various formats (text, amount, date, checkbox, dropdown list, etc.) to fully tailor the form to your needs.
Use your opportunities for a 360 degree view
Generate quotes and commercial proposals directly within the application and send them via email seamlessly. Schedule events and set reminders in your agenda, linking data like events, quotes, and orders to your opportunities for easy access to all historical details.
Assign an estimated value and win probability to each opportunity to forecast expected revenue by calculating opportunity value weighted by win probability.
Update opportunity statuses to “Won” or “Lost” with ease. For won leads, seamlessly convert them into projects, creating new tasks to initiate and monitor project execution effectively.
Follow your open opportunities
Easily view and organize all your open or closed opportunities. Customize the displayed information, and filter or sort opportunities based on your preferred criteria for a streamlined experience.
Analyze your performance
Access valuable insights about your company and evaluate your sales representatives’ performance with customizable, ready-made statistics pages.
Export your Opportunities effortlessly using the Export module, enabling seamless integration with third-party tools. Alternatively, connect your current data analysis tool directly to the open database for advanced Big Data analysis.