Overview
Opportunity® CRM provides a unified platform that seamlessly combines sales and analytics through its intuitive CRM and built-in Business Intelligence tools. Although the deployment process for updates could be smoother, its industry-specific solutions and data-driven approach make it a strong choice for growing, strategy-focused SMBs and large businesses.
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Starting Price
Custom
Opportunity CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Opportunity CRM?
Opportunity® CRM is a customer relationship management (CRM) software integrated with native business intelligence (BI). It is designed for SMBs and large enterprises seeking to centralize operations and scale efficiently. Moving beyond basic contact management, it provides tools for sales team management to enhance collaboration along with a ‘B2B Customer Portal’ that empowers clients to manage their own orders. All in all, this CRM helps businesses streamline complex workflows, eliminate data silos, and foster stronger customer relationships through a single, cohesive platform.
Opportunity CRM Pricing
The software offers a tiered pricing structure to support users’ preferences and needs. The plans are as follows:
- Opportunity Light: €20/user/month (for a minimum of three users)
- Opportunity Pro: €45/user/month (for a minimum of three users)
- Opportunity Bundle: to be defined based on needs and user count
Disclaimer: The pricing is subject to change.
Opportunity CRM Integrations
The platform integrates with a number of third-party applications, such as:
- Jira Software
- Outlook
- Power BI
- Telegram
- Hubspot CRM Software
- Mailchimp Software
Who Is Opportunity CRM For?
Opportunity CRM is suitable for SMBs and large enterprises across a range of industries, such as:
- Freelancing
- Startups
- Artisanal businesses
- Pharmaceutical industry
- Beauty and cosmetics businesses
- Construction firms
- Recruitment and staffing agencies
Is Opportunity CRM Right For You?
Opportunity® CRM helps businesses simplify operations by centralizing data across departments and offering tools like customizable sales pipelines, Kanban boards, and a self-service B2B portal that gives clients more control. Its native Business Intelligence makes it easy to turn data into actionable insights, without needing extra software.
With clients like Eurointerim and Pharma Laboratori, the platform’s tiered structure supports micro-enterprises to large corporations, making it highly scalable as business needs evolve.
Still doubtful if Opportunity CRM software is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Opportunity CRM Features
One of the notable Opportunity CRM features, this capability combines data management with BI, transforming raw customer and sales data into actionable reports and custom dashboards. It allows teams to analyze performance, identify trends, and make strategic decisions without needing separate, complex BI software.
The system provides comprehensive tools for sales and CRM optimization. Teams can manage customer records, track leads through customizable sales pipelines, and visualize deal progress on Kanban boards, ensuring a structured approach to converting prospects into loyal customers. This organized workflow boosts productivity and enhances overall sales effectiveness.
This feature enables automating and refining marketing campaigns to nurture leads effectively. The software enables the creation of automated email sequences and intelligent workflows, helping marketing teams engage contacts at the right time with personalized messaging to drive conversions and customer loyalty.
Opportunity® CRM enhances the B2B client experience by providing a self-service portal. This feature allows customers to autonomously manage their profiles, place orders, and track purchases, freeing up sales teams to focus on strategic upselling and new client acquisition. This not only improves efficiency but also empowers customers with greater control.
The platform offers modules to manage sales and post-sale support. It facilitates efficient issue resolution with scheduled interventions, a helpdesk for managing tickets, and detailed reporting to monitor the quality and speed of customer care efforts. This helps businesses maintain service consistency and customer satisfaction.
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