CRM

Make every opportunity and client interaction count

Our sales opportunity module arms your sales and management team with the tools they need to manage all their contacts and customer interactions in one place, start a new bid and track every aspect of the sales cycle to grow your profits faster.

  • Immediate access to customer and contact details.
  • Create and edit sales leads and opportunities.
  • Drill into pipeline by sales representative, territory, product line, manufacturer and industry.
  • View real-time sales forecasts by close date and weighted by percentage or user-defined category.
  • Oversee sales representative progress toward goal.