The key to getting people to use your CRM
system is to make it simple and fast
Andy Eakins
Medical Innovations
"The implementation has been 100 per cent successful; It was perfect and fast."
Really Simple Opportunity Management
Really Simple Opportunity Management tracks all your potential and closed deals, allowing you to prioritise sales effort and giving you visibility of you and your teams' sales pipelines
- Create multiple Opportunities within each Account.
- Record historic won & lost Opportunities.
- Break each Opportunity down into product or service lines.
- Track Opportunities through your sales stages.
- Forecast your revenue using an easy-to-use dedicated sales forecast report writer.
- Forecast values by weighted, unweighted, deal count, monthly, quarterly, half-yearly or annually.
- Roll up Forecasts from individuals, to sales groups, to your whole organisation.
- Download Forecasts into Excel with just one click.
- Report sales by source, product line, sales person, sales group.
- Win/Loss reporting
- New Business/Repeat Business reporting
- Dashboard on home page shows real time overview of sales, pipeline and sales funnel.