Visual sales funnel for accurate forecasts
Manage the full opportunity lifecycle from needs confirmation to signed deal. A visual sales funnel + standard stage actions + smart forecasting help sales managers stay on top of every opportunity.
Visualize the sales funnel with dual win-rate and value analysis
Complete capabilities built around the full business process
From needs confirmation → proposal discussion → quote → negotiation → signing, with configurable standard stage actions.
The funnel chart presents the count, value, and conversion rate of opportunities at each stage in real time, with bottlenecks at a glance.
Forecast monthly/quarterly performance by weighted value, giving managers a clear picture.
Opportunities can involve multiple participants, with pre-sales, business, and after-sales advancing together.
Generate quotes directly from opportunities, linking products, pricing strategies, and discount approvals.
Multi-dimensional dashboards by rep/team/product line—no more tracking performance in Excel.
Flexibly adapts to different business models
Large deal sizes, long decision chains, and many participants require fine-grained progress on every opportunity.
Sales managers stay on top of team opportunity progress in real time and step in at bottlenecks promptly.
Monthly/quarterly performance forecasts backed by data, avoiding guesswork.
Advance the sales funnel stage by stage, with a handle at every step
Record customer needs and the decision chain, clarifying budget and procurement timeline
Collaborate on proposals and quotes online, with design/solution/business roles working in sync
Win rates update dynamically, with reminders for decision-makers to step in at key milestones
Convert a won opportunity to a contract with one click, distilling win/loss reasons for review
Enterprise-grade architecture—secure, stable, and scalable
Freely switch between multi-dimensional funnel views by stage, owner, and product line
Default win rates per stage are configurable, and weighted value automatically computes forecast performance
Each stage can configure key fields, required items, and entry conditions for advancement
iOS/Android/mini program sync—field reps update opportunities on the go during visits
Multi-dimensional analysis of monthly/quarterly forecasts, sales rankings, and opportunity aging
Two-way opportunity data sync with ERP/finance, with wins automatically triggering contracts/orders
Real, tangible business value
Staged follow-up + task reminders prevent opportunities from stalling and being forgotten.
The weighted forecast model based on stage probability is more reliable than simple summation.
Multiple people work on the same opportunity, with division of labor and progress transparent.
Distill win/loss reasons and turn reviews into a repeatable sales playbook.
Questions you may have
Yes. The system has a built-in standard funnel (Needs Confirmation/Proposal Discussion/Negotiation/Closed), while also supporting fully custom stage names, order, default win rates, entry conditions, and required fields; different product lines/teams can independently configure different funnel templates.
Each opportunity stage corresponds to a default win rate (which reps can manually adjust); weighted value = opportunity value × win rate; administrators can see team/individual monthly/quarterly forecast performance; BI reports can also analyze forecast accuracy by stage, product line, and owner.
Yes. When an opportunity is won, it converts into a contract with one click, automatically inheriting opportunity info (customer/product/value/terms); the payment plan and actual payment data tied to the contract are written back to the opportunity view, so reps see the full chain from signing to collection in one opportunity.
We support multi-role collaboration on opportunities (sales/solution/business/legal), with different roles seeing different fields; comment @ mentions, attached file collaboration, and key-milestone approvals are all done in one workspace; mobile push lets every participant respond anytime.
Yes. Native iOS and Android apps + a WeChat mini program let field reps view opportunity details, update stages, log visits, and upload on-site materials anytime, syncing to the cloud in real time.
The standard edition works out of the box—account activation and funnel configuration take just 30 minutes; personalized stage process customization typically takes 2-6 weeks. For a detailed quote, please contact our inquiry hotline at 400-003-2253, and we'll provide a plan based on your team size and business complexity.
1-on-1 dedicated consultant service to tailor an Opportunity Management solution for you