Opportunity Management

Tracking the deals that matter most & picking this low hanging fruit is what drives sales teams and your businesses bottom line. Using OpenCRM Opportunity Management gives you a great place to track prospective sales, graded by Stage, Value, Probability and Expected Close Date, as well as many different custom parameters that you decide.

Get a 360 degree view of all of the communication relating to an Opportunity. Need to get a list of all the Opportunities that are due to close this month, or Big Deals that are in the pipeline, easy, just use the custom view feature. Are you a manager or principle that wants to see how much business has been forecast within a specific period, no problem.

Need to track the expected revenue generation as part of your pipeline management, easy, Opportunities have the ability to record expected revenue and the dates that this revenue is due, so you can produce revenue reports to reflect the true cash expectations of your sales deals not just the win values.

Create custom links to display Competitors, Partners or third parties that may be involved with an Opportunity.

Specify products that are of interest to satisfy an enquiry.

Sales team members get to see their own pipeline graph of forecast business, with an easy method to filter Opportunities at a specific stage to help them close more deals.

Track last Actions, Emails, Calls, Tasks, Documents and easily see the History of an Opportunity. See what is still outstanding and needs your attention. Notify colleagues of an Opportunity so that you can get their support and know-how.

Easily create Quotes, Sales Orders and Projects direct from the Opportunity, helping you to see the big picture.