CRM Opportunities

29.00
99.00
149.00
License: SingleMultipleDeveloper
Activation for 1 Site on SiteGUI Cloud only. Activation for Multiple Sites on SiteGUI Cloud. Activation for Multiple Sites.
  • Support for Custom Configurations on SiteGUI Cloud.
  • Source Code Download for LiteGUI self-hosted CMS.

The Opportunity app provides a structured framework for managing your entire sales cycle, from qualification to close. It allows you to:

  • Visualize Your Pipeline: Track every deal as it moves through customizable sales stages (e.g., Prospecting, Proposal, Negotiation).
  • Forecast Revenue: Assign a deal value, probability, and expected close date to accurately predict future sales.
  • Centralize Deal Information: Link each Opportunity to the relevant Company and Contact records, and log all related activities (emails, calls, meetings) for a complete historical view.

CRM

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The CRM Engagement app provides a unified workspace for your team to manage every touchpoint with prospects and customers. It centralizes all activities—calls, emails, meetings, and notes—and intelligently links them to the relevant Lead, Contact, Company, and Opportunity records.
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The Contacts app is your centralized database of all the individuals you do business with. Each record stores essential information like name, title, email, and phone number, and links them to their respective Company. It serves as the primary "who" in your CRM.
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The CRM Leads App is the starting point for your entire sales funnel. It serves as the dedicated space to capture, manage, and track all unqualified prospects and raw inquiries. Use this app to process new interest from any source before converting qualified leads into Companies, Contacts, and Opportunities.
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The CRM Companies app is the central record for every organization you do business with. Each record acts as a container, holding firmographic data (like industry, size, and location) and linking together all associated Contacts, Opportunities, and activities for that specific business.
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