Opportunities and sales pipeline
Your sales opportunities at a glance
Added value with opportunities
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.
- Lightweight visualization of your sales pipeline
- Your sales opportunities at a glance
- Diverse evaluation options
How opportunities work
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.
Opportunities on 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.
Evaluations
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.
Knowledge Base Articles
Prerequisites
Modules “Services & CRM”, “Budget & Phases”
Related features
Contacts and companies, Activity feed, Offers
Frequently asked questions
What CRM features does Vertec offer?
Vertec brings all the features for a structured management of a customer database. However, the business software for service providers can manage much more than contact details and customer addresses: Maintain customer relationships and appointments, create offers that are closely linked to your project planning and use sales pipelines to increase your sales. With full text search, content stored in Vertec, including emails, can be searched by any authorized person. A complete overview is available on the feature page.
Can I track my offers and make them visible to all employees in my company?
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.
Is a sales pipeline included in Vertec?
Yes, in Vertec you can use the feature opportunities on contact/company or project/project phase level to create and evaluate sales phases with amount, probability and date.
Can I customize the sales pipeline according to my individual needs?
Yes, you can customize the sales pipeline to your needs. You can integrate additional fields or queries or create individual statuses.
What will Vertec cost, if I choose it?
The costs depend on the quantity of licensed users and the modules you selected. You can find all relevant information on the pricing page.
I would like to have an introduction to the features. Can you support me?
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.
How can I test Vertec without obligation?
You may test Vertec for 30 days free of charge and without obligation in your personal test environment.
Start your free trial now.
