Opportunity management
Opportunity Management tracks potential sales deals from identification to closure, providing tools to analyze and prioritize opportunities based on potential revenue and probability of success.
Sales
Lead
Customer
Strategic Opportunity Tracking with Stages and Revenue Forecasting: Monitor opportunity progress, prioritize tasks, and forecast revenue impact for efficient sales management.
APIs
Related Features
Chat management
Manages customer and support chat interactions.
Chat
Customer
Sales
Consent Management
Manages customer consent for various services and data sharing.
Compliance
Customer
Onboarding
Customer Dashboard
Displays a summary of customer-related information.
Customer
Sales
Dashboard
Lead management
Tracks and manages sales leads.
Lead
Sales
Customer
Task Mangement
Manages tasks and to-dos across various processes.
Customer
Sales
Lead