Opportunity Management

Capture, monitor, and convert your opportunities into customers with FinCRM.

industry1

Capture All Opportunities in CRM

An opportunity can arrive from anywhere. It can be a new prospect or an existing customer. Both of them are equally important because both bring business. You can keep a record of any type of opportunity in FinCRM and track the progress ever so often. You can also allow your clients to see the progress in opportunity pipeline so that they can trust you even more.

Have a Brief Look at Opportunity Status

Want to have a glimpse at the sales pipeline? The kanban view of FinCRM is the solution. You can see opportunities filtered on the basis of their status. Have a look at the number of opportunities in every stage and prioritize deals you can close faster to achieve targets. The more clearly you see, the more efficiently you work.

industry1
industry1

Convert Opportunity into Account/Contact in No Time

We take a great care that you don’t need to go through the deal of entering data repeatedly. In opportunities section in FinCRM, we provide a tab to directly store details of an opportunity to contact/account manager. We understand that customer retention is also as important as customer acquisition. So by saving customer details in a flash, you can pitch the same customer through marketing campaigns to do business with you.

Avail Consolidated View of Activities in CRM

Why to juggle between windows, when you can have the entire opportunity information on one screen? From date and time for opportunity creation to meetings & calls held with the prospect, you can see and update everything from one window. You can also schedule meetings or calls with the prospect from the same window in just a few clicks.

industry1
industry1

Track Every Conversation through Streams

It takes a great deal of hard work and a number of follow-ups to win an opportunity. You need to track every conversation with prospect for ease of communication and better service. We have integrated streams to fulfill this purpose and keep a record of every follow-up. Streams help you to pitch the prospect in the right way on every follow-up and improve chances of closing the deal faster.

industry1

Capture All Opportunities in CRM

An opportunity can arrive from anywhere. It can be a new prospect or an existing customer. Both of them are equally important because both bring business. You can keep a record of any type of opportunity in FinCRM and track the progress ever so often. You can also allow your clients to see the progress in opportunity pipeline so that they can trust you even more.

industry1

Have a Brief Look at Opportunity Status

Want to have a glimpse at the sales pipeline? The kanban view of FinCRM is the solution. You can see opportunities filtered on the basis of their status. Have a look at the number of opportunities in every stage and prioritize deals you can close faster to achieve targets. The more clearly you see, the more efficiently you work.

industry1

Convert Opportunity into Account/Contact in No Time

We take a great care that you don’t need to go through the deal of entering data repeatedly. In opportunities section in FinCRM, we provide a tab to directly store details of an opportunity to contact/account manager. We understand that customer retention is also as important as customer acquisition. So by saving customer details in a flash, you can pitch the same customer through marketing campaigns to do business with you.

industry1

Avail Consolidated View of Activities in CRM

Why to juggle between windows, when you can have the entire opportunity information on one screen? From date and time for opportunity creation to meetings & calls held with the prospect, you can see and update everything from one window. You can also schedule meetings or calls with the prospect from the same window in just a few clicks.

industry1

Track Every Conversation through Streams

It takes a great deal of hard work and a number of follow-ups to win an opportunity. You need to track every conversation with prospect for ease of communication and better service. We have integrated streams to fulfill this purpose and keep a record of every follow-up. Streams help you to pitch the prospect in the right way on every follow-up and improve chances of closing the deal faster.