Leads and sales opportunities

Keep track of the next conversation, as well as the potential sale.

The sales dashboard highlights overdue follow-ups and shows the weighted pipeline alongside won and lost deals.

A sales opportunity can go quiet simply because nobody is sure who should follow up. CRM-NG gives each deal an owner, a stage, an expected closing date and a next step, alongside its value and probability of success.

The board shows where deals sit in your sales process. The list makes it easier to compare values and dates. The dashboard draws attention to overdue follow-ups, missed closing dates and opportunities that have had little recent activity.

Take an inquiry through to an agreed job

Use Prospects for organizations you plan to approach and Leads for people you are already qualifying. When there is a specific opportunity to sell work, create a deal. You can then prepare an estimate using your product and service catalogue and plan how accepted work will be handed over to the delivery team.

For a recurring type of job, a project template gives the delivery team a useful starting point. They can check the customer, people and dates before creating the project, instead of rebuilding the plan from the sales notes.

CRM-NG also shows a weighted forecast. A $10,000 deal with a 30% probability contributes $3,000 to that forecast. This helps with planning, while invoices and payments continue to show what has actually been billed and collected.

Read more: Deals and forecasts · Prospects · Estimates