I am curious if allocPSA can manage sales opportunities, or the opportunityy pipeline. If so, can you customize the status possibilities for each opportunity?
Thanks!
Knox
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For me, the most benefit would be better time entry, expense entry, skills tracking, and invoicing.
For opportunity management and other CRM type functions, I'd rather see some interface to another product like SugarCRM. Let Sugar focus their time, energy and attention on CRM and you guys focus on building out a GREAT services solution.
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We seem to have missed this question in our scans.
At the moment, there's no specific concept of an 'opportunity' in alloc, merely Client entries, with comments/notes, and Tasks, with which you could associate opportunities, perhaps by using the Priority as an indicator of how important/close the deal closure was for that opportunity.
We've quite a long pipeline of new features coming along in v1.4 and even more in v1.5, so if there's enough interest, we may look at implementing something for a latter version.
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HI,
I am curious if allocPSA can manage sales opportunities, or the opportunityy pipeline. If so, can you customize the status possibilities for each opportunity?
Thanks!
Knox
For me, the most benefit would be better time entry, expense entry, skills tracking, and invoicing.
For opportunity management and other CRM type functions, I'd rather see some interface to another product like SugarCRM. Let Sugar focus their time, energy and attention on CRM and you guys focus on building out a GREAT services solution.
Hi Knox.
We seem to have missed this question in our scans.
At the moment, there's no specific concept of an 'opportunity' in alloc, merely Client entries, with comments/notes, and Tasks, with which you could associate opportunities, perhaps by using the Priority as an indicator of how important/close the deal closure was for that opportunity.
We've quite a long pipeline of new features coming along in v1.4 and even more in v1.5, so if there's enough interest, we may look at implementing something for a latter version.