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Intuitive ERP > CRM > Opportunity Management

The Opportunity Management module maximizes the efficiency of your sales force by helping to manage and identify the best strategy for moving to close the deal. By providing a tool to effectively manage every component of an opportunity, Opportunity Management helps your sales professionals capitalize on sales potential with prospects and increase business from existing customers.

Manage sales opportunities by creating and linking opportunity records to specific accounts.
Track opportunities, including percent chance of close, opportunity value, and all associated data.
Add user-defined fields to each opportunity record.
Schedule interactions, such as follow-up phone calls and onsite meetings, into your existing Microsoft Outlook calendar.
Maintain a complete history of activities with specific notes about each opportunity.
Create and link appointments, tasks, notes, documents, e-mails and activities to specific sales opportunities.
Report on sales funnel and opportunity progress.