Opportunity Management

SalesManager CRM offers extensive opportunity management facilities. Opportunities can be trackes from an initial enquiry through to the eventual order. All contact that takes place plus all documentation sent is registered in the system. Forecasting and pipelining is incorporated.

Products and services can of course be added to each opportunity, as can documents like RFI’s, RFP’s, Quotes etc. from the SalesManager Document Management System. Quotations can be generated on the fly by mail-merging SalesManager template with Microsoft Word.