Opportunities
Opportunities are a fundamental part of the portal’s CRM functionalities and lets your sales team plan revenues and keep track of deal opportunities for each individual company and contact person registered in your portal. They are sortable by year, owner, factor, client and contact person so your team will have an easily accessible overview with all information they need right at their hands – especially if you combine them with notes & actions. With the addition of categories you get an even better overview over the current and next turnover. Keep your customers satisfied and let cross-selling additional services be as easy and effective and possible.