CRM Opportunity Management
Insyte CRM opportunity management for the window furnishing industry provides a easy interface for your sales consultants to follow-up with their customers no matter how many quotes are in the system. Insyte allows sales consultants to forecast deals they believe customers will proceed with. Insyte provides accurate conversion when there are more than one quote so your quote vs orders are not inflated like other systems. This gives your organisation and sales consultants clarity on what business has not yet been closed. Insyte Dashboards allows your sales consultants to know exactly where all quotes are sitting in the sales pipeline and what potential revenue can be closed.
Opportunity management provides:
- 1. A Single view of all quotes, activities and revenue allowing you to intelligently provide the customer with the right deal.
- 2. Opportunity management allows commercial clients to quote to many different construction companies without inflating the deal size.
- 3. Opportunity management provides sales forecasting and visibility of revenue missed or to be closed.
Insyte Opportunity Manager Screenshots
Single view of all quotes, activities and revenue.

Opportunity Manager Dashboard

Opportunity Manager Dashboard Charts

More Screen Shots of Insyte Functionality

Configure Price Quote Module
Simply sell complex products in the window furnishing industry with Insyte CRMWindow Furnishing Industry
Focus on customers
not on complex time consuming
product configuration quoting

Mobile Sales App
Sell on mobile devices, anywhere, anytime with Insyte CRM for the window furnishing industry.Mobile Sales App
Win more deals and grow faster.
Collaborate as a team and track
Results in real time.

Opportunity Manager
Manage customers, intelligently provide customer with the right deal.Opportunity Manager
Sing view of all quotes
Sales forecasting
Insights on potential revenue

