Sales Management Software as a Service
Opportunity Management
A complete team based system to manage companies and opportunities, including forecasting across projects and territories now available through software as a service.
Business Process
Opportunity stages and transition process can be customised to match your business process.
Custom Metadata & Workflows
Custom metadata and workflows about each opportunity can be fully customised. Record exactly what you need to, and display it only when appropriate.
Document Integration
At any stage the opportunity can create documents into the opportunity toolkit from the version controlled document store
| Company and Opportunity Management | A complete team based system to manage companies and opportunities. |
| Projects and territories | Complete definition or territories and projects |
| Opportunity metadata forms | Custom metadata and workflows about each opportunity. |
| Stages | Opportunity stages match your business process. |
| Multi Currency | Opportunities can be in any currency |
| Stage transitions | Your business process workflow |
| Strong stages and approval | Notification and approval between stages |
| Company metadata | Information about the companies |
| Contacts metadata | Information about your contacts |
| Document Manager Integration | Create documents into the opportunity toolkit from document store |
| Win Loss | Options on closing an opportunity. |
Document Manager
Content Manager