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Opportunity Management

See Your Opportunities, Mobilize Your Sales Force

Follow opportunities without losing them, strengthen your sales journey, and unlock your growth potential in the most efficient way.

Opportunity Pool Management

Opportunity Pool Management

Gather all incoming leads on a central screen and categorize opportunities by source, value, and segment.

Stage-Based Opportunity Tracking

Stage-Based Opportunity Tracking

View a clear process flow as opportunities progress through initial contact, evaluation, offer, negotiation, and close.

Opportunity Scoring and Prioritization

Opportunity Scoring and Prioritization

Score opportunities based on value, likelihood of conversion, customer type, or time sensitivity, allowing the team to quickly focus on the most important opportunities.

Customer History and Interaction Records

Customer History and Interaction Records

See all past conversations, notes, contact details, and actions related to the opportunity in one place; keep your team on top of the process.

Opportunity Source Analysis

Opportunity Source Analysis

Check which campaign, channel or touchpoint it came from and optimize your marketing actions.

Offer and Document Management Integration

Offer and Document Management Integration

Add opportunity-specific proposal files, presentations, and documents; track the sales process from a single point.

Team Collaboration and Note Management

Team Collaboration and Note Management

Add team notes to opportunities, assign tasks, and strengthen the flow of information within the team.

Closing Analysis and Cause Categories

Closing Analysis and Cause Categories

Analyze the reasons for won or lost opportunities and improve your sales strategy.

Seize Opportunities, Accelerate Sales

See your opportunities from a single location, take action at the most critical moments, and increase your conversion rate with smart management that accelerates your sales process.

Opportunity Management - Overview - Left / Right Boxes
Turn Every Opportunity Into Value

Turn Every Opportunity Into Value

Don't just see potential customers; position each one based on their revenue potential to boost your sales performance.

Accelerate Your Sales Journey

Accelerate Your Sales Journey

Move your sales process forward quickly by instantly notifying delayed contacts, pending steps, and critical milestones.

Shape Your Strategy Based on Data

Shape Your Strategy Based on Data

Base your sales decisions on solid data, not intuition, with instant opportunity activity, channel performance, and conversion trends.

Discover Ready made All-in-One Solution for Your Company.
Frequently Asked Questions
  • What Does the Opportunity Management Module Do?

    It allows you to track, prioritize and manage all sales and marketing opportunities by collecting them in one place.

  • Can I follow the opportunities step by step?

    Yes. You can track opportunities in a clear pipeline through initial contact, evaluation, offer, and close.

  • Can the Module Integrate with Other CRM or Marketing Tools?

    Yes. Thanks to API support, it can be easily integrated with CRM, marketing automation or communication tools.

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