Leads & Opportunities

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Lead and opportunity tracking

Manage leads from initial contact through the various stages of the sales cycle.



Status and probability management

Assign a status (e.g., in progress, won, lost) and a win probability to each opportunity.



Revenue forecasting

Predict future revenue by calculating the potential value of opportunities based on their estimated turnover and probability of success.



Sales process automation

Streamline the conversion of a qualified opportunity into a commercial proposal, quote, or order.

Integration with other modules

Connect with other CRM and sales modules, such as Contacts, Orders, and Invoices, to manage the entire customer lifecycle in one system.

Performance analysis

Use predefined statistics pages to analyze the sales pipeline and track performance.