Your sales opportunities at a glance
With Opportunity, Vertec offers an elegant way to map, manage and evaluate your sales pipeline in a lightweight way. You enter the expected amount, probability and targeted sales date for each opportunity. Vertec shows you a visual and tabular overview of the open opportunities at a glance.
Do you have many initial contacts or inquiries that do not need to be accompanied by a project? Then take advantage of the opportunity to create sales opportunities directly on a contact or a company. Opportunity can also be created later on for a project.
For many projects, it is worthwhile to store the sales opportunities directly on the projects or on individual phases. By recording the opportunities on the project phases, you get a comprehensive overview of the sales opportunities of larger projects.
The wide range of evaluation options provide answers to the questions: “What opportunity did a project emerge from?,” “What is the expected turnover per salesperson?”. Or, with a click, you can see the opportunities gained, lost or still open over a certain period of time.
Product line “Expert”
modules “Services Services & CRM,” “Budget & Phases”
Contact Management , Activity History , Tender Submission
Get an overview of all offers that have been sent. You can make this view globally visible to all users. This way, each and every employee of your company knows which offers are active and pending.
Yes, you can customize the sales pipeline to your needs. You can integrate additional fields or queries or create individual statuses.
The costs depend on the quantity of licensed users, the product line (Standard or Expert) and the modules you selected. You can find all information on this on the pricing page .
We would be happy to show you in a non-binding demo how Vertec can make your daily work easier. You will learn how your tasks and processes can be implemented in the software. Post your personal demo appointment now in our booking calendar .
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
