Efficiently record and track complete opportunity details such as opportunity name, source, region, and referrer, including related account name, stage, closing probability, and more.
Adding, updating and navigating through the sheet is as easy as using a spreadsheet. It ensures that all your tasks get completed in three clicks or less.
You can define an activity or a contact related to an opportunity. You can also keep track of phone calls and emails and keep a record of ongoing discussions with the contact person’s details.
Add documents for each opportunity and maintain a central repository of documents for all your opportunities to help you organize and gyrate your sales force.
Export your opportunity list in multiple file formats like .pdf, .csv, and more to help you follow up on information required for leads while they are hot.
Deskera CRM Opportunity Management enables you to monitor the movement of opportunities through the sales cycle and easily identify stalled and neglected opportunities. With Opportunity Management, you can proactively monitor the volume and quality of sales opportunities, which results in better conversion rates. Opportunity Management also provides you with regular notifications on sales opportunities in real time.