Sales Opportunities
Record potential opportunities by customer, company or prospect and track their progress through the sales conversion process.
Track sales opportunities, prepare professional quotations, manage sales and control financial processes from a single platform.
Manage opportunities, proposals, sales activities and performance tracking from one central workspace.
Record potential opportunities by customer, company or prospect and track their progress through the sales conversion process.
Create quotations for products and services online, generate them in HTML or PDF format and easily share them with customers.
Record completed sales with product and service details, monitor representative performance and report on your sales processes.
Track income, expenses, cash, bank, collections, payables and receivables while managing your financial position centrally.
Manage products with pricing, VAT, stock and order information while tracking customer orders with statuses and histories.
Manage dealers centrally, track customer and order operations and route sales processes to the appropriate dealer or region.
Follow every stage and team activity from the moment a new opportunity is created until the sale is completed.
Record potential sales together with customer, product, value and responsible user information.
See where each opportunity stands and plan calls, meetings and follow-up activities on time.
Evaluate won and lost sales, pipeline value and team performance using up-to-date data.
Find answers to common questions about the DinamikCRM sales management infrastructure.
Yes. Sales opportunities can be tracked through stages that reflect your own sales process, allowing you to see exactly where every opportunity stands.
Yes. Proposals can be created in connection with customers and sales opportunities and followed throughout the sales process.
Yes. User performance can be evaluated through opportunities, activities and sales results.
Yes. Sales results and opportunity statuses can be reported to evaluate the performance of your sales process.
Yes. Sales opportunities, activities and proposals work together with the related customer records and become part of the shared customer history.
Try DinamikCRM free for 14 days. Get started without installation and test it with your team using your real business processes.