Assigned actions and daily schedule information is automatically emailed to users, improving communication and minimizing missed commitments. Sales forecasts can be generated from projected revenues, probability of close, and projected closing dates. In addition, forecasts can be tied directly to proposals, allowing the system to automatically update a sales forecast if the proposal is modified.

Opportunity Manager helps your company manage sales opportunities, prospect and customer contacts, sales forecasting, and individual schedules in a single application.

A centralized database makes company and contact data accessible from other modules within the system, eliminating re-keying of information as other departments get involved in servicing the customer.

Sales forecasting data can be instantly reported on across the entire enterprise, eliminating the need to gather salesperson’s forecast information.

Effectively manage all sales leads 

Forecasted project values 

Proposal-Driven Forecasting

Action Tracking

Automated schedule distribution 

Lead to Prospect to Customer conversion

Salesperson association

Web-based application 

Callback reminders

Custom forms 

Sales opportunity participants 

Outlook Syncing 

Proposal ‘spawning’ 

Order-influenced Status Updates