Apptivo Opportunities App

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Opportunities

The opportunity is a deal that you have the possibility to close! Today, opportunity management has become more crucial, as it is directly in link with your company’s sales process. With Apptivo Opportunity Management, organize your opportunities, create multiple potential sales.

Application Features

Collecting opportunities is a crucial thing for a company’s survival and success. Besides creating opportunities manually, collect and create opportunities automatically from emails you receive. Be a step ahead of the conventional method.

collect Opportunities from emails

Have a prediction on future sales and also the past sales, more visually. Easily review your sales team performance to know their win/loss rates and also allows to view the percentage of the conversion process involved with every app in month and year format.

precise sales analytical reports

Produce better sales and productivity, with Apptivo Sales Automation software. Effectively track your leads, automate and streamline the sales cycle, making the most of each opportunity. Customize sales forecast reports and gain real time insights.

sales automation
multiple sales pipeline

Multiple Sales Pipelines

Collective sales pipelines in single dashboard. With Apptivo’s Sales Pipeline Management, create and track multiple sales pipelines. Apptivo makes it easier to manage and analyze information about opportunities, forecasts, and goals.

pipeline reports

Pipeline Reports

Built-in pipeline reports allows you to visualize opportunities in graphic dashboards. Get to look quickly at the number of deals in a sales stage, and how much the deal is.


Kaban view and layouts

Kanban Views & Layouts

The kanban view gives you a card view of all your opportunities, based on the sales stages. View all opportunities, move them from one sales stage to another by easy drag and drop from the kanban view.

Integrated Applications

Opportunities App integrates seamlessly with the following applications

Cases

Opportunities     Cases

With the integration of the opportunities and cases app, whenever your opportunity faces an issue, you can create a case and associate it with your opportunity. Learn More about Cases App

Cases

With the integration of the opportunities and cases app, whenever your opportunity faces an issue, you can create a case and associate it with your opportunity. Learn More about Cases App

Contacts

Having Opportunities and Contacts App integrated, you can effectively create and maintain all your contacts related to your opportunities instantly on the go. Learn More about Contacts App

Customers

Apptivo enables you to link all the business opportunities associated with your existing customers from the Opportunities App. Learn More about Customers App

Estimates

Depending on the type of the opportunity, you can convert it to an estimate. Ensure to fill in the desired items of that opportunity in the Items of Interest tab, as the estimate will be created for those items. Learn More about Estimates App

Invoices

Depending on the type of the opportunity, you can convert it to an invoice. Ensure to fill in the desired items of that opportunity in the Items of Interest tab, as the invoice will be created for those items. Learn More about Invoices App

Items

With the integration of the Opportunities and Items App, all items from the Items App will be listed where you can select the required item/product desired by the opportunity. This will be added to the Items of Interests tab, and Invoices & Estimates will be generated based on this. Learn More about Iteam App

Leads

A qualified lead can be converted to an opportunity, which moves the values of the fields from the leads app to the opportunities app, reducing the manual re-entry of data. Learn More about Leads App

Orders

Depending on the type of the opportunity, you can convert it to an order. Ensure to fill in the desired items of that opportunity in the Items of Interest tab, as the order will be created for those items. Learn More about Orders App

Projects

After having won the business opportunity, you can convert that opportunity to a project instantly, where you can work on with your customer deliverables. Learn More about Projects App

Targets

On creating an Opportunity, it can be added to the Target List from the Opportunities App. Search and select the required target list from the list, and this opportunity will get added to the target list. Learn More about Targets App

Employees

Every opportunity record in Apptivo has the “Assigned To” field referring to whom the created opportunity is assigned to, which pulls in the employee records from the Employees App. Learn More about Employees App

Teams

Every opportunity record in Apptivo has the “Assigned To” field referring to whom the created opportunity is assigned to. Besides being assigned to individual employees it can also be assigned to Teams. Learn More about Teams App

Documents

Having integrated with the Documents App, all documents and files associated with the opportunities can be duly attached to respective opportunity record. You also have the ability to email the documents right after attaching it. Learn More about Documents App

Emails

Offers you an unique email experience. Easily send out emails from opportunity and have quick access to all emails related to the opportunity on the go! Learn More about Emails App

Notes

Having integrated with Notes App, you can quickly write down small pieces of information that are related to the opportunities you have created. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.

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