Sales Management
Give your sales team complete control of every opportunity.
At the heart of OpenCRM’s Sales Management tools is a powerful Opportunities module that gives your team visibility of every potential sale. From lead capture and qualification through to quotation, forecasting and order won, all sales activity is managed in a single system, helping your team stay organised, work more efficiently, and close more deals.
Sales management
Turn Opportunities into Quotes with a single click. OpenCRM automatically pulls through the relevant information, eliminating duplicate data entry and speeding up the quotation process.
Generate PDF Quotes, email them directly from the CRM, track outstanding proposals, and receive automatic reminders when Quotes are due to expire, helping your team stay proactive and close more business.
Lifecycle
OpenCRM helps your sales team manage the entire lead lifecycle, from first contact through to a fully qualified sales opportunity. With built-in activity tracking, reminders, and follow-up tools, every enquiry receives the attention it deserves.
Whether Leads originate from your website, affiliate partners, inbound emails, or manual entry, they’re captured in a single system, giving your team complete visibility and control over the sales process.
Grade your leads
Score and prioritise Leads using criteria that match your sales process, giving your team a clear view of which prospects deserve immediate attention. Custom labels and weighted values help you identify high-potential opportunities and allocate resources more effectively.
As Leads reach milestones that you define, they can be seamlessly progressed through the next stage of your sales process, ensuring a consistent approach to qualification, follow-up, and conversion.
Communicate
Build highly targeted Campaign lists using custom searches, filters, and saved views to ensure your marketing and sales activities reach the right audience. Whether you’re segmenting prospects, existing customers, or specific industry groups, OpenCRM makes it easy to create and manage focused Campaign audiences.
Once your lists are ready, you can take action immediately by sending personalised email communications, generating telemarketing activities for your sales team, or producing merged letters and documents. With all Campaign activity tracked within your CRM, you’ll have complete visibility of engagement, follow-up actions, and results.
Visualise your sales
Gain instant insight into the health of your sales operation with graphical pipeline views that can be analysed by month, quarter, or year. Clear visual reporting helps you identify trends, monitor potential revenue, and spot opportunities that require attention before they impact your forecast.
You can also drill down into individual sales pipelines across your team, making it easy for managers to track performance, monitor deal progression, and ensure opportunities are moving through the sales process effectively.
Information at your fingertips
Go beyond tracking deal values and gain a clearer picture of future cash flow by recording expected revenue alongside anticipated payment dates. OpenCRM allows you to forecast income based on when revenue is expected to be received, not simply when an Opportunity is won.
Detailed revenue forecasting and reporting tools provide valuable insight into future business performance, helping sales leaders monitor projected income, identify potential shortfalls, and make more informed decisions based on realistic revenue expectations rather than headline pipeline values.
Automate your sales process
OpenCRM can automatically update Opportunity values, sales stages, and related records whenever a Quote is created, ensuring your sales data remains accurate and consistent across the entire system. By removing manual updates and duplicate administration, workflow automation helps your team spend less time maintaining records and more time progressing opportunities.
With key information synchronised automatically, everyone has access to the latest sales data, giving managers more reliable forecasts and sales teams complete confidence in the information they’re working from.
Fully Integrated
OpenCRM’s fully integrated Product and Quote management capabilities allow you to build professional Quotes using products from your central catalogue, while maintaining visibility of costs, sales prices, and profit margins. This ensures your team can create accurate quotations quickly whilst understanding the profitability of every deal.
When a Quote is accepted, it can be converted into the next stage of your sales process with a single click, whether that’s a Sales Order or an Invoice. By eliminating duplicate data entry and manual administration, OpenCRM streamlines the entire sales cycle, helping your team work more efficiently without ever leaving the CRM system.
Sales management software helps businesses organise leads, track opportunities, manage quotations, monitor sales performance, and improve visibility across the entire sales pipeline.
A CRM centralises customer information, automates repetitive tasks, improves reporting, and helps sales teams prioritise the right opportunities, leading to better productivity and more consistent follow-up.
Yes. OpenCRM can support multiple users, teams, territories, and sales processes, with configurable permissions, reporting, and dashboards tailored to different roles.
Most organisations can begin managing leads, opportunities, contacts, and sales activities quickly, with training, onboarding support, and configuration options available to match your business requirements.
No, OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at anytime.
