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Customer CRM

Opportunity Management

Visual sales funnel improves forecast accuracy.

Manage the complete opportunity lifecycle from requirement confirmation to signed deal. A visual sales funnel, standard stage actions, and intelligent forecasting give sales managers full control over every opportunity.

100%
Transparent Opportunities
30%
Shorter Deal Cycle
±5%
Forecast Accuracy
6Stage
Configurable Funnel

Core Features

End-to-end capabilities covering your entire business process.

Opportunity Stage

From requirement confirmation to solution discussion, quoting, negotiation, and signing—standard stage actions are fully configurable.

Sales Funnel

A real-time funnel shows opportunity count, value, and conversion rate at each stage—bottlenecks at a glance.

Sales Forecast

Forecast monthly and quarterly revenue using weighted pipeline—managers know where they stand.

Team Collaboration

Opportunities can link multiple stakeholders—pre-sales, business, and aftersales advance together.

Quotation Management

Generate quotes directly from opportunities, linked to products, pricing strategies, and discount approvals.

Opportunity Dashboard

Multi-dimensional dashboards by rep, team, and product line—no more tracking performance in Excel.

Use Cases

Flexible adaptation to different business models.

01
Project-based Sales

Large deal sizes, long decision chains, and many stakeholders demand meticulous progression of every opportunity.

02
Sales Team Management

Sales managers track team opportunity progress in real time—intervening at bottlenecks on time.

03
Performance Forecast

Monthly and quarterly forecasts are data-backed, no more guesswork.

You Will Get

Real, tangible business value.

1
No Lost Opportunities

Staged follow-ups and task reminders keep opportunities moving and unforgotten.

2
More Accurate Forecast

Stage-weighted forecasting based on probability outperforms naive summation.

3
Great Team Collaboration

Multiple collaborators on one opportunity with transparent roles and progress.

4
Win Rate Up

Capture win/loss reasons and distill them into repeatable sales playbooks.

Take the first step toward digital transformation.

1-on-1 dedicated consultant service to tailor an opportunity management solution for you