Opportunity Management

Managing the sales process can be challenging. We provide you with the maximum flexibility within the context of a structure designed to guide you through the process from initial contact through to closing the deal. The whole system is fully integrated with your item listing and accounts management - such as electronic invoicing.

It starts with your contacts

Opportunities are related to the sale of an item, or the closing of a specified goal between two or more parties. Every opportunity requires you to first setup that contact. Select a contact and create an opportunity.

Complete management of the sales process

Manage photos, contact management with dates, times and details of your conversation, add photos, set status settings with your own status names and colors. It's a flexible system that's getting smarter by the month. Look out for assigning opportunities to staff and sharing access to specific fields with partners.
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