Your opportunity pipeline - now transparent and actionable
Know where to focus attention to win more deals, faster. Click into any opportunity to see important information like related contacts and organizations, forecast amount and expected close dates. There, you can also add notes, attach documents, and have collaborative conversations about how to win each opportunity. As opportunities progress, attach quotes and invoices, or once they’re won, create projects in one-click for post-sales teams to get up to speed and manage work quickly.
From your dashboard see a real-time view of your opportunity pipeline with clickable stages that display a real-time list of opportunities in that stage.
Leave no opportunity behind with alerts if an opportunity stays in one stage for too long. Then accelerate opportunity stages with digital signing of NDAs, contracts, and other documents.
Use any data from opportunities to create filtered opportunity lists, like one for those assigned to you, and another for those that close this week.
If you’re not yet ready to reach out about an opportunity, create a task to follow up. If you’ve already set up a meeting, though, then schedule a calendar event. Both are automatically linked to the opportunity so that when it’s time to act the information you need is just a click away. And if you don’t always work in Vtiger, don’t worry – events are automatically synchronized with Google, Outlook, and other calendars you use.
Receive information important to an opportunity in another file? Attach it to the opportunity in a click. As the opportunity progresses, if you need assistance from an expert across the business, @tag them in a note to call their attention to the opportunity.
Any data in Vtiger, from opportunities, to employees or products can be summarized in a report or pivot table, both of which can be exported to a CSV file. Alternatively, use data to create a pie, line, or bar chart – if you see yourself looking at it often, pin it to your dashboard for a real-time view of data as things change.
Create private forecasts that estimate revenues months, periods, or years out. Account for scenarios from the worst to best cases. Once your forecast is built, export it to a CSV file for further analysis or distribution.