Opportunity Management & Tracking
Get complete control over your sales opportunity process with full opportunity management and tracking in Prospect CRM.
Manage Opportunity Pipelines
Prospect CRM's opportunities are a great way to help your Sales team track and close new customer sales. Record information such as a potential sale's estimated value, what type of sale it is, any notes as the opportunity moves through the sales process, and much more. CRM Pipelines help identify the stage that the potential sale is at and where possible sales are falling out of the sales pipeline to improve conversion rates.
Efficient Lead Tracking
Track leads from the first touchpoint through to close with powerful Opportunity Tracking in Prospect CRM. Make the most of an opportunity by utilising CRM opportunity management to close new business sales.
Benefits of Opportunity Management
- Opportunity tracking helps B2B product sellers generate high quality leads
- Convert one-off buyers into repeat customers
- Identify actionable insights through opportunity tracking to maximise customer lifetime value
- Ensure opportunity processes are being followed company wide
- Customise opportunity pipelines to be more meaningful to your business & complement existing workflows to drive sales growth
Turn Leads into Deals with Back-Office Integration
When integrated with your back-office systems, like accounting and inventory management, Prospect CRM helps you unlock even more value with automated follow-ups and reminders. The integration allows sales representatives to gain real-time access to stock levels and product availability, so they can deliver a transparent experience to customers during every sales cycle.
Key Features Suited to Small Businesses
Foundation for Growth
Opportunity management and tracking offers a focused format for data logging in an order management system so businesses can truly understand their customer base and purchasing behaviours.
Kanban View Pipelines
Prospect CRM’s Kanban view displays opportunities on a board, providing a clear overview of their current pipeline status to increase visibility, improve efficiency and help the team focus.
Opportunity Guttometer
Prospect CRM’s Guttometer records the likelihood of opportunity conversion. Once a value is entered, it can then be used within Reports for more extensive opportunity analysis.
Customisable Workflows
Tailor processes according to your business’ needs with customisable workflows. This simplifies processes and helps smaller businesses escape restrictive processes that require extreme modifications.
Task Setting
Set tasks and reminders on opportunities to ensure you’re always on top of your sales pipeline and hitting business targets.
Worst Likely & Best Figures
Generate more accurate sales forecasts with a leaderboard that helps you determine which sales are most likely to close, and by when, with 'Worst', 'Likely', and 'Best' statistics.
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Users that love Opportunity Tracking in Prospect CRM
Opportunity Tracking Blogs & Resources
Multi-channel Sales: Where to start
Looking for advice on where to start with multi-channel sales and CRM? Look no further! This blog covers the basics of B2B sales and opportunity tracking, and best practices for generating optimal traffic.
Making the most of an Opportunity
Learn how to utilise CRM Opportunities to track & close new business sales.
Understanding Kanban View/Layout
This article describes what Kanban Reports are and how they can be used to improve the efficiency of your sales process.
Getting started with Worst, Likely and Best figures
This article helps to explain how Worst, Likely & Best figures are calculated within the CRM.
Opportunity Tracking FAQs
What is Opportunity Tracking?
Opportunity tracking helps businesses manage sales pipelines by tracking potential deals from initial contact to closure. It ensures sales teams stay organised, prioritise high-value opportunities, and increase conversion rates.
How can I use Opportunity Tracking in my business?
Use opportunity tracking to better manage your opportunity pipelines, refine processes, and boost sales efficiency. Check out our article on how to best utilise CRM opportunities to track and close new business.
Can I customise opportunity pipelines to match my sales process?
Yes, the system allows you to tailor pipelines, stages, and workflows to align with your sales strategy, ensuring a structured and efficient process. Plus, our Onboarding team will guide you through the setup, helping you configure everything to fit your specific requirements.
Does this feature support automated follow-ups & reminders?
Yes, the system allows you to automate follow-ups, task assignments, and reminders to keep opportunities moving through the pipeline. Automated notifications help sales teams stay proactive, reducing response times and improving conversion rates. Additionally, scheduled email follow-ups and task reminders ensure consistent communication with prospects at the right moments.
How much does Opportunity Tracking cost?
Opportunity tracking is an essential and powerful feature of Prospect CRM and is available on all subscription plans.