Keep one record for each live deal, with its stage and its next step.
Opportunity Management is the record of one live deal: the buyer, what they want, the value, the stage it has reached and what happens next. It sits above the enquiry and below the invoice. When a salesperson resigns on Tuesday, their open deals are still on screen on Wednesday, with the last conversation written down.
An enquiry becomes serious the day a buyer asks for rates on a real quantity. From then on it is a deal, with a number attached and a competitor also quoting. Most small firms track it in their head and in a chat thread.
A deal record holds what the head was holding: quantity, expected value and stage. It also holds the objection nobody has answered, and the date the deal was last touched.
What your team uses today.
The module takes over these, one at a time, so nothing has to stop while it is set up.
- A salesperson’s personal notebook
- A sheet of expected closures sent each Friday
- Emailed quotation versions
The problems this is meant to ease.
What opportunity management does.
What this looks like in a working week.
Illustrative scenarios, written to show the shape of the work. They are not accounts of client systems.
The people who open this every day.
From first conversation to daily use.
Define your stages
You describe how a deal moves from enquiry to order. You get a written list of stages and what each stage means. Keep stages few.
Load live deals
Open deals from sheets and chats are imported. Salespeople check their own entries on a trial screen.
Link quotations
Quotations are attached to the deals they belong to. You see a deal with its full price history. Context follows the deal.
Review as a group
The sales manager runs a weekly review from the screen. You note which fields are missing and add them. Gaps show quickly.
Retire the side notebooks
Personal chats stop being the record. New deals begin on the system, and training covers handover.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Deals with a next step and a date
- Deals whose stage has not moved lately, by stage
- Lost deals with a recorded reason
- Deals carrying a competitor note
- Reassigned deals with the full history intact
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Lead management
- Pipeline management
- Quote and proposal management
- Order management
- Sales forecasting
Products that include it.
How we would put it in.
Questions owners ask about opportunity management.
Is a deal not the same thing as a lead?
A lead is a person who might buy. A deal is a specific quantity, a value and a closing month. In our Real Estate CRM the two sit on one screen, because a site visit and a booking belong to the same story.
Can two executives share one deal?
Yes. One owns it and others are added, which matters where a technical person joins the negotiation. Commission gets settled more calmly when the record shows who did what.
Does every deal need a value?
No, but a rough figure helps. An approximation beats a blank field. Executives guess better once they see last year’s guesses beside what actually closed.
Is deal tracking needed when we sell over the counter?
Probably not. Counter sales close the same day, and a billing system holds what you need. Deals matter when a sale takes weeks, needs a site visit or a sample, and can be lost to somebody quoting slightly lower.
Which things push the price of opportunity management up?
Salespeople, stages and quotation formats set the scale, and links to leads, orders and forecasts add effort. Each line of the quotation can be taken out or postponed without redoing the rest.
How is an opportunity management quotation put together?
Once the pipeline and quotation formats have been read, the work is itemised part by part. Strike one out and the total moves, so you see what each piece contributes. Leave the links for later if you like.
What decides when the team can start using it?
How many live deals must be brought over decides it. A release with stages, notes and quotations can come first. You supply the deal list and stage definitions, and the proposal lists dates. Data volume drives the pace.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle opportunity management today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements