Opportunity ManagementLegacy
Opportunity Management
Efficiently record and track complete opportunity details such as opportunity name, source, region, and referrer, including related account name, stage, closing probability, and more.
Adding, updating and navigating through the sheet is as easy as using a spreadsheet. It ensures that all your tasks get completed in three clicks or less.
You can define an activity or a contact related to an opportunity. You can also keep track of phone calls and emails and keep a record of ongoing discussions with the contact person’s details.
Add documents for each opportunity and maintain a central repository of documents for all your opportunities to help you organize and gyrate your sales force.
Export your opportunity list in multiple file formats like .pdf, .csv, and more to help you follow up on information required for leads while they are hot.
Deskera CRM Opportunity Management enables you to monitor the movement of opportunities through the sales cycle and easily identify stalled and neglected opportunities. With Opportunity Management, you can proactively monitor the volume and quality of sales opportunities, which results in better conversion rates. Opportunity Management also provides you with regular notifications on sales opportunities in real time.
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Customers love Deskera!
Sagar Mondal
I'm CEO of a digital marketing agency based out of India having a team of around 30 people and for me it used to be very difficult to manage and pay for different softwares for CRM, HRM, Books etc. Then I got to know about Deskera.
After watching 3 webinars and 7 days of trial finally I bought Deskera. And after using it for a few days I r...
Najihah Faisal
Hello there!
My business life had been so wonderful these days when I finally found the best wonderful software, Deskera!
It 's really a perfect choice for me for it helps me to easily manage my company account in no time and just in one click due to the software brilliant functions. Deskera is Superb!
Steve Pinckney
Hello everyone. New Deskera user here. My company, Conceptia, is a Management Consultancy based in Houston, Texas. I offer change management consulting and coaching services to oil and gas companies. I'm a long time Quickbooks user that has been wanting to leave them but could not find anything even remotely comparable to them until now! I think...
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