Compare the Top Opportunity Management Software Tools in 2024
Opportunity management software can be very helpful for identifying, managing, and pursuing sales opportunities. Opportunity management software helps guide sales representatives and sales teams through the sales process in order to close deals at a higher rate. Effective opportunity management system will also automatically track all opportunity data such as email threads, contact information, activity logs, phone calls, and more. When sales reps have all the opportunity information at their fingertips, they're much more likely to close the sale. Opportunity management tools also provide transparency into deal pipelines, so sales representatives and their managers can visualize progress. Here's a list of the best opportunity management software:
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1
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
2
HubSpot CRM
HubSpot
HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.Starting Price: Free -
3
Act!
Act!
Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.Starting Price: $30.00/month/user -
4
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.Starting Price: $119 -
5
Pipeliner CRM
Pipelinersales Corp.
Pipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is no other CRM that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Plus, thanks to our automation engine and ease of integration with other systems (such as email, ERP, Marketing), Pipeliner eliminates many of the manual and routine tasks that other systems force on both salespeople and sales managers. The Pipeliner CRM experience is so different from traditional CRM which is why we drive the highest adoption rates, lower Total Cost of Ownership, and rapid Return On Investment. Plus with fast onboarding and how easy it is to learn to use and/or administer the system, there is little to no business interruption when deploying.Starting Price: $25 -
6
GoldMine CRM
GoldMine
GoldMine has removed the headaches of many CRM platforms. Because our interface is so common, your employees will feel right at home. Less time training means more time doing. Don’t “rent” your CRM System when you can OWN it and save BIG. Most companies save up to 70%. With one easy payment, its yours…forever! Take control, save money and have peace of mind you will never get “shut off”. CRM becomes much more powerful when you combine it with other powerful apps. Our cloud option will give you universal access with one login. Here are some popular Add-On applications. It’s your data and you need to keep it protected. We understand that. That’s why we have partnered with leading hosting providers who back up your data, protect it from intrusion and are compliant with certain data storage practices.Starting Price: $60 per user per month -
7
Salesforce
Salesforce
Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.Starting Price: $25.00/month/user -
8
Zoho CRM
Zoho CRM
Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.Starting Price: $14.00/month/user -
9
GreenRope
GreenRope
GreenRope is the all-in-one CRM that accelerates growth by increasing awareness, generating leads, and driving conversions. Leverage advanced automation, predictive analytics, and artificial intelligence (AI) with an intuitive, easy-to-use interface. Convert more and build long-lasting relationships with GreenRope's many features built to help you communicate with your leads and clients. From email marketing and social media to advanced marketing automation and more, all the tools you need to engage your contacts are right at your fingertips. It's now easier than ever to keep in touch and stay top-of-mind. We are strategists, developers, marketers, technology gurus, and people who care about helping you. Most of all, we are one unit, one team, and one family who works together to listen, create, and partner with inspiring businesses around the world. Let’s work together to build and grow your business!Starting Price: $99 per month -
10
Microsoft Dynamics 365
Microsoft
Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.Starting Price: $190 per user per month -
11
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
12
Freshsales
Freshworks
Freshsales is a full-fledged sales force automation solution for sales teams. It provides everything a salesperson needs to attract quality leads, engage in contextual conversations, drive deals with AI-powered insights, and nurture customer relationships. With built-in email, phone, chat, and telephony, Freshsales empowers sales teams with more time for selling by automating the sales process and increases efficiency and productivity in their daily activities. With Freddy AI, salespeople can get insights into the best deals to go after and what actions to take and predict revenue with sales forecasting. Businesses can take the next step forward towards powerful pipeline management with Freshsales. If you need a solution for your marketing teams to organize customer information, personalize and automate email campaigns, and find the right sales opportunities, then Freshsales Suite fits the bill.Starting Price: $9 per user per month -
13
Nimble
Nimble
The Simple, Smart CRM for Office 365 and G Suite Teams. Skip the set-up. Nimble is the only CRM that builds itself for you. Thousands of teams are already working smarter everywhere with Nimble. Nimble gives you everything you need to organize your contacts. Build relationships, find opportunities, and reach your goals. Today Page organizes your pipeline, social signals, appointments, and tasks in one intuitive dashboard. Automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. Easily locate contact information and team's interaction history to access a 360-degree view of your customers and leads. You can also add notes to a record, update deal status, and access social handles.Starting Price: $19 per user per year -
14
Flowlu
Cloud Solutions Global FZCO
A comprehensive, all-in-one solution for business management and team collaboration. Streamline your workflow and propel business growth to new heights. Experience seamless integration of powerful features: CRM: Effectively manage customer relationships through contact management, lead generation, and sales pipelines. Project & Task Management: Plan, organize, and monitor projects using intuitive tools like Kanban boards, Gantt charts, and real-time progress reports. Document Builder: Easily create professional quotes, invoices, proposals, and other essential documents. Financial Management: Keep track of revenue, expenses, and cash flow with insightful financial reports. Knowledge Base & Mind Maps: Build a centralized repository of company knowledge, FAQs, and training materials for easy access and reference. Client Portal: Offer clients secure access to project updates, invoices, documents, and communication channels for enhanced collaboration.Starting Price: $29 USD/mo -
15
Salesflare
Salesflare
Simple yet powerful CRM for small businesses selling B2B. It automates your CRM from existing data to build better relationships and make more sales. A fast, visual and easy-to-use sales machine. Built on happiness with the latest tech, by humans for humans. Don’t worry about storing telephone numbers, email addresses or postal addresses for every customer anymore. No more searching for LinkedIn profiles. Salesflare gathers this information from emails, email signatures, social profiles, and more. Everything automatically appears in your address book. Don't know where to email them? Based on their first name, last name and company, Salesflare will find their business email address in a matter of seconds. Stop losing time on reporting what you’ve done. Salesflare connects to your calendar and mobile phone to log your meetings and phone calls with customers for you.Starting Price: $30/month/user -
16
Copper
Copper
Use Google Workspace? Then you should use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.Starting Price: $9 per user per month -
17
Followup CRM
Followup CRM
Followup CRM is a simple sales and project management CRM built for construction companies that will give you visibility into your team’s activity, allow you to report your progress internally, and open up channels for transparent collaboration across teams. In other words, exactly what you need to take the next step as a successful business. Convert won opportunities to projects seamlessly without losing any data. Track milestones, manage processes, and integrate with external systems to ensure on-time delivery and happy customers. As every business knows, winning a client is only the beginning. Keeping everyone involved aligned in delivering the product or service, is the most important part of any customer relationships.Starting Price: $55/user/month -
18
Crisp
Crisp
Give your customer messaging experience a human touch. Increase customer satisfaction using a live chat. Beyond chat software, Crisp simplifies your customer support by unifying all the channels of your customer relationship. Your customers benefit from an incredible shared inbox experience. Respond to your website visitors from one solution and reduce your costs thanks to our live chat app! Statistics show that website visitors who receive assistance through a chat are more likely to make a purchase. With our free chat solution, you can send automated messages that create a proactive customer service which converts visitors into opportunities. Think CRM software is about contact management? Think again. Crisp CRM has much more to offer than a simple CRM software. Crisp comes with dedicated features that will help small businesses to automates repetitive tasks to let them close more deals. Get more hot leads straight into your pipeline.Starting Price: $25.00 per month -
19
Xapsys CRM
Xapsys
The growing CRM for Sage and Xero. Empower your sales team in minutes, nurture your customer relationship and grow your business, the easy way. Contact management. In minutes, all your contacts are imported from Sage and synchronized both ways with Xapsys CRM. Instantly find your contacts thanks to a powerful search engine, or simply filter them by company type, account manager or city. Create new companies with different currencies, tax rate, price band and assign them to the account manager of your choice. Save time with the “find on maps” widget which will populate all known fields from a company´s name. Sales pipeline. Easily manage and track your sales opportunities to prioritize your work effort. With a few clicks, move your prospects from one stage to the next as you progress the deal. Opportunity statuses can be customized to reflect the steps of your sales process, together with the certainty percentage you typically experience for each stage of your sales funnel.Starting Price: 20 GBP / user / month -
20
LeadMaster
LeadMaster
LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.Starting Price: $50.00/month/user -
21
HelloLeads
HelloLeads
HelloLeads is an enterprise-class lead capture, lead tracking and lead management solution that’s both cloud-based and mobile-driven, caters to B2B and B2C users. This sales management/contact management software specializes in transforming and solving the pain of every sales professional in managing lead information and scheduling sales follow-ups. This complete lead management solution helps to manage, engage, and convert your leads. HelloLeads helps sales teams to improve conversion rates by providing deeper insights on prospects, driving rapid lead response, and improving selling discipline. This simple and smart lead management solution offers you the tools and capabilities you need to drive engagement with your leads and potential clients at every opportunity, whether at trade shows, exhibitions, field sales, social media marketing, and various other sources. It offers a combination of web-based and mobile (Android and iOS) lead management for large-scale sales teams.Starting Price: $12 per month for 2 users -
22
Capsule
Zestia
The smart simple online CRM. Build stronger customer relationships, make more sales and save time. Be more organized with your customer information in one place. Easily track conversations, know the history and deliver more personal experiences. Feel in control of your sales as you tailor your pipeline to match your sales process and easily spot the deals in need of attention and those about to land. Make more informed business decisions as you easily spot the activities having the most impact on your sales figures with our insightful reports. Shape Capsule around your teams so they only see the information they need. Focus their activity and report on their progress. Capsule works seamlessly with popular applications such as G Suite, Mailchimp, Xero and many more. With caller ID and a reminder to make a note in your CRM after a call, Capsule Mobile keeps you organized wherever you are. Access all of Capsule on Android and iPhone.Starting Price: $18 per user per month -
23
Streak
Streak
Keep your pipeline moving. Set up and customize a perfect process for your team no matter the use case or how you work. As simple as a spreadsheet — adding, editing, and collaborating is a breeze. Easily filter, sort, and group your data in any configuration to quickly identify bottlenecks. See upcoming tasks across all your pipelines. Automatically capture data from your contacts and emails. Get notified as things progress through your pipeline by never forgetting a follow-up with tasks and reminders. Work where you’re comfortable — inside your inbox! Built directly inside of Gmail for desktop and mobile, with G Suite integrations (Sheets, Chat, Drive, and more) to help you access and gather your data quickly. Automatically share emails, notes, and call logs with your team so you can pick up where they left off. Access pipeline data alongside your emails and from your pocket so you always have the context you need.Starting Price: $39.00/month/user -
24
Wakeupsales CRM
Wakeupsales
Wakeupsales CRM is an all-in-one Customer Relationship Management tool to streamline your sales activities, improve your productivity & create powerful customer relationships. In other words, Wakeupsales helps sales folks save time & become more effective by taking care of every-day problems like unorganized database, overlapping assignments, multiple tool handling, manual management of contacts, jumbled up spreadsheets, poor relationships with customers, lesser business visibility or even sales funnel leakage. Available on cloud, on-premises & android platforms... Wakeupsales CRM has really made lives easier for people from more than 30 countries.Starting Price: $9.00/month/user -
25
Maximizer CRM
Maximizer Software
Maximizer CRM Software comes fully loaded with features, for Powerful Client Management! Modules for Sales Management, Marketing Automation and Customer Service, as well as third-party integrations and mobile CRM are included in your monthly subscription. Maximizer is the only CRM available that offers both a Cloud CRM Solution, as well as a self-hosted, On-Premise CRM option. Decide which option is best for your needs. You owe it to yourself, and your customers, to discover just how easy Maximizer CRM is to use! Maximizer CRM Wealth Manager is an integrated customer relationship management solution ideal for organizations of all sizes. Maximizer CRM is deployable both in the cloud and on-premise. Maximizer CRM features include marketing automation, sales management, customer service and support, and business productivity tools. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Maximizer CRM's business intelligence tools feature customizable dashboards.Starting Price: $29.00/month/user -
26
Method:CRM
Method Integration
Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.Starting Price: $25.00/month/user -
27
Deskera CRM
Deskera
Capture more leads with email blasts and no-code landing pages. Close deals faster with sales automation & provide world-class customer support with email and chat helpdesk. Add as many contacts as you want - a million, 10 million - no problem. The more contacts you have, the more you sell. Import existing contacts via excel, drop them in via webhooks or capture them via landing pages on your website. Add as many fields as you want. Select a high-conversion funnel template, or create one from scratch. Build as many funnels as you want. Build conversion funnels to drive your visitors towards paid conversions, upsells, and cross-sells. Track the performance of each step in the funnel and optimize it based on actionable data. Select one of the awesome email templates, pick the target segment and send it. Track open and click rates and compare performance across different campaigns and segments.Starting Price: $99 per user per month -
28
Funnel CRM
Funnel CRM
Never miss closing a deal, or following up with a customer again. All growing businesses run into the same fundamental problems. Losing track of your leads, buried under email, forgetting to followup. The good news? Funnel solves them all. Try Funnel CRM free for 14 days. A simple CRM software to track leads, manage follow-ups, less data entry, more sales. Its that quick and easy. Use our simple form builder to create contact forms. Paste the code you get into your website, done. Contact form submissions create deals that are placed in a sales funnel, instead of a messy inbox. Know when your messages have been viewed by your customers. Awe your customers with professional, well-formatted proposals. Multiple currencies supported. Funnel builds and maintains your contacts database, based on the information they provide through the contact forms. No effort required. You can use your favorite email client or mobile phone to reply to your customers.Starting Price: $10.00 per month -
29
Sellsy
Sellsy
Manage your sales cycle from start to finish with Sellsy, a complete online customer relationship management (CRM) and online sales management software. With Sellsy, sales teams regardless of size and industry can manage and track leads, create quotes and invoices, and engage customers with ease. A modular offer based on a team's specific needs, Sellsy comes with business management, CRM/opportunity management, subscription management, POS, website blog and ecommerce, purchases, margins, expense tracking tools, and so much more.Starting Price: $50.00/month -
30
Synap CRM
Synap Software Labs
Turn Leads into Sales Opportunities, Opportunities to Customers, and Customers to more and more Orders. Finally an easy-to-understand CRM that can also connect to the rest of your business. Billing doesn't have to be painful! So you just started an online store or you have been running a store for a while. As you have found, filling your site with products and managing inventory, then advertising those products is no small task. We built a tool that could do all that hard stuff in days rather than months and helps you maintain your seller's edge so you can sell more of your products. Import products, categories, or inventory fron ANY source and upload it to your store right from your desktop. Quick & Simple. The success of any store depends on its ability to properly advertise its merchandise. It's been proven that individually targetted ads on a per-product basis work best. Although this is the best method, it is also the most time-consuming.Starting Price: $45.00/month/user -
31
InTouchCRM
InTouchCRM
InTouch is an award winning sales and marketing system, bringing together more than 10+ core business tools, to give you a one-stop-shop to not only manage your business but to grow your business too, eliminating the need to use multiple systems at a high cost. InTouchCRM enables you to store your contacts safely in the cloud, meaning your team can access them from any place, at any time for optimum collaboration on the go. Access all important information about your prospects and customers- contact history, engagement rate, their position in your sales cycle and more. Record details of calls, meetings and interactions with your customers so that your team can remain up to date and your customers can receive a smoother experience.Starting Price: $14 per user per month -
32
CRMnext
Acidaes Solutions
Easy to use drag and drop screen designer to create a digital journey with customized CSS and integrated workflows for straight-through processing. It has out-of-box industry and product-specific templates which can be easily customized. Combine the power of intuitive user interface, complex process designer and smart business rule engines to fast track the execution of your digital strategy. Create responsive designs that perform optimally across a wide range of devices, thus increasing engagement & offering a frictionless experience. Give customers complete control of their journey to convert impulsive sales opportunities. Create smart, integrated journeys with automated business rules for instant fulfillment. Adopt the best customer-centric practices that transcend silos and reduce time to create digital journeys by 70% with a codeless drag and drop designers.Starting Price: $15.00/month/user -
33
Soffront
Soffront Software
Complete CRM & Marketing Suite. We offer fully managed marketing services and an award-winning software platform to establish your brand, generate more leads, and close more sales. Bring over your existing customer workflows into your CRM software. Soffront will help you keep the workflows that work and improve the rest. Design different categories of workflows if you have different types of customers. Break down your workflows into stages and tasks to be completed for each stage. Create re-usable email templates for different stages of the workflow and automate customer follow-up with automated follow-up emails and newsletters. Create beautiful landing pages to turn visitors into email subscribers or leads. Visually design both click-through and squeeze pages from your web browser using a drag-and-drop page builder without any programming knowledge. Our marketing automation software includes hundreds of pre-built templates – choose one, tweak the content, and publish.Starting Price: $15 per month -
34
Teamwork CRM
Teamwork.com
Easy-to-use sales CRM software that separates your leads and opps pipelines. Teamwork CRM lets you split leads and opportunities into separate pipelines giving you greater visibility and control over your sales process. No more trying to keep track of your leads across multiple spreadsheets and emails. With Teamwork CRM, you have full visibility over your sales process — giving you more insights on how to accelerate it and make sure nothing falls through the cracks. With one central place to track everything from first touch to winning the deal, your team will know exactly where to focus their time and see how each deal is progressing at every stage of the sales cycle. Separate your deals into leads and opportunities to create an even more results-focused pipeline and give you more accurate forecasting for projected revenue. With increased visibility comes increased revenue.Starting Price: $8 per user per month -
35
Infor CRM
Infor
Infor CRM is more than just a database, it's a full view of your customer interactions. Infor Customer Relationship Management (CRM) software provides a view of every customer touch point across an organization’s sales, marketing, customer service, and support teams. Rich customer profiles and sales productivity tools can help users to identify opportunities to maximize the impact of each interaction and streamline sales activities. Drive accurate forecasting, informed decision making, and effective team and territory management with a robust selection of analytics, sales management tools, and proactive alerts. Infor CRM is a cloud-based application that includes sales, customer service, marketing analytics, and reporting; and integrates easily with Infor ERP solutions, Birst® Networked BI, other products in Infor’s Customer Experience Suite, and more. Manage the full customer lifecycle in one environment, capitalize on future sales opportunities, and deliver exceptional experiences. -
36
TDF CRM
White Cup
Customer Relationship Management (CRM) is Easier with TDF CRM. With over 20 years of focus on the distribution industry and experience, TDF CRM empowers distributors like you to gain easier access to intelligent information that drives growth, increases profitability, differentiates your business, and improves employee engagement. TDF CRM seamlessly integrates with your other enterprise business systems, such as ERP/accounting systems, phone systems, shipping systems, etc. This integration provides you with quick and easy access to a wide range of business intelligence, reporting, and analytics, allowing you to analyze sales performance and sales trends at multiple levels across the organization. -
37
SAP CRM
SAP
SAP solutions go beyond traditional CRM software. In addition to core CRM functionality, they provide in-memory technology and Big Data insights to help you drive contextual, personalized customer engagement in real time – across any channel or line of business. Get the deep customer and social insights you need to make an impact in every deal – anytime, anywhere. Deliver contextual, individualized customer experiences across all channels and make every customer feel like your only customer. Provide a personalized digital shopping experience with our solutions for mobile, social, and e-commerce. Give your service reps the customer visibility and real-time problem-solving tools they need to win loyalty and cut costs. -
38
FinCRM
FinCRM Technologies
• FinCRM is CRM software with features such as accounts management, opportunity management, revenue forecasting, lead capture automation, and many more. It is a full-fledged CRM developed to increase the velocity of your sales and marketing efforts. This budget-friendly CRM software has the caliber to provide the most outstanding experience of all time. You get zero data leakage, automated sales & marketing process, sales tracking, pipeline management, and many other benefits. Moreover, FinCRM is CRM-cum-office management software solution. You also get task management, daily time sheets, meeting reminders, financial data management, and a long list of features, which helps you in easing your daily office operation mess. -
39
Boostr
Boostr
Welcome to the Future of Revenue Management for Media Companies. Skip the spreadsheets and software that’s not built for you. We’ve designed an omni-Channel AdSales CRM and OMS designed to run your entire media business. -
40
Sellution
Sellution
Scale & Grow Your B2B SaaS or Online Service Company Using Sales CRM, Automation and Artificial Intelligence. Sellution's fully unified All-In-One CRM Sales platform was built from the ground up to help businesses sell more and sell faster using the the power of sales automation and artificial intelligence. You'll be able to log into one platform and see all your customer data... all in one place. Sellution offers a full range of CRM tools, which serve to streamline the way you organize your contacts and deals in your sales pipeline. With Sellution your sales teams are going to be able to leverage a modern day sales automation machine to help them make more calls, send more emails and close more deals. -
41
Sugar Discover
SugarCRM
Gain unprecedented insight into sales performance with Sugar Discover—A time-aware approach to revenue analytics that tracks extensive metrics and historical performance to alert you proactively to issues or opportunities. Going a step further, Discover provides root cause analysis for its findings without you having to do anything. Sugar is the only CX platform built on a cutting-edge event stream database that records every change in the customer journey to rewind the past and predict the future. Sugar Discover comes with key metrics and commonly used KPIs out-of-the-box to eliminate the need to build your own analytical database, learn a complicated tool, or hire a data scientist. Unlike standard reporting, Sugar Discover gives you historical perspective—it leverages data from every point in time to enable more informed decisions. Discover’s time-aware technology helps you understand past performance to make accurate predictions about the future. -
42
Aurea CRM
Aurea
Manage every lead, opportunity, and interaction with customers throughout their journey with Aurea CRM — a comprehensive customer relationship management solution with integrated campaign management. Aurea CRM lets you drive customer engagement tools deep into your sales organization. With end-to-end capabilities for sales and marketing, we’ve created a one-stop-shop that delivers a compact overview of team activities, sales pipelines, and key performance indicators so you can set priorities and make informed decisions. Get on-demand access to everything you need to know about customers and prospects in one location. With simple mobile tools, sales teams can access and update information from the field. Optimize your opportunity management processes with data-driven recommendations to help you profit from relationship networks, and identify the best opportunities in the funnel. -
43
Strategy Mapper
Point N Time
Integrate Your Key Account Management And Sale Process Within Saleforce With Strategy Mapper. Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce! Strategically manage your key accounts to drive increased revenue and success all within Salesforce. Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage. Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence” to maintain the competitive advantage. Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity. Dynamically and graphically document your customer’s organization (role and stance for key players). Documents and easily communicates competitive and their strengths and weaknesses (SWOT).
Guide to Opportunity Management Software
Opportunity management software is a tool used to help businesses improve their sales process. It helps companies identify, organize, and track opportunities in the sales pipeline. It can be used to create detailed reports and dashboards that allow managers to monitor the progress of each opportunity and make data-driven decisions about how best to move forward.
The primary purpose of an opportunity management system is to maximize revenue by identifying and tracking leads and potential customers. It allows companies to stay organized throughout the entire sales cycle, from initial contact all the way through closing deals. These systems work by collecting customer data from sources like email, web forms, CRM systems, marketing automation software, and more. This information is then analyzed and stored in one central location which makes it easily accessible for all team members involved in the sales process.
To get started with opportunity management software, you will first need to set up a few key features such as lead scoring parameters that define what constitutes a valid lead or customer. You will also need to configure automated follow-up emails so that when a lead enters your system they automatically receive an email with additional information regarding your product or service offering. Once these settings are configured, you’re ready to begin capturing leads and managing opportunities within your system.
Some of the main features of an opportunity management system include: customization options so that you can tailor it specifically for your industry; automated tasks that remind users when certain actions are due; visual graphical representations including tables, pie charts and bar graphs; custom reporting tools allowing you to view progress on specific goals; activity tracking ensuring users have visibility into what has been done throughout each stage of the process; integration support with other existing systems such as CRM’s or ERP’s; notification capabilities informing users when important activities occur; role-based security allowing different teams access only pertinent information related to their jobs; and search functionality permitting users to quickly locate any relevant data within the system quickly.
By leveraging an opportunity management system businesses are able to gain greater visibility into their pipeline which enables them optimize their processes for increased efficiency while reducing costs associated with manual processes such as paperwork or collecting payments. Additionally, these systems provide valuable insights into customer behavior through detailed analytics which helps inform decisions made throughout every stage of the sales cycle ultimately leading to more closed deals resulting in higher revenues overall for businesses who use them effectively
Features of Opportunity Management Software
- Automated Sales Pipeline: Opportunity management software provides a visual representation of the sales pipeline, which helps to quickly identify where an opportunity is in the process and how close it is to being won or lost. This feature allows sales teams to gain a better understanding of their progress and the effectiveness of their strategies.
- Contact Tracking & Management: The software allows users to record and track all customer contact including emails, meeting notes, phone calls, and more. This allows for better customer relationship management by helping organizations keep detailed records on individual customers and opportunities.
- Lead Tracking & Assignment: Opportunity management tools provide some degree of lead tracking capabilities so that leads can be tracked from source through qualification and quoting before they are converted into opportunities. This allows organizations to accurately assess their marketing efforts while also ensuring that leads are assigned to the most suitable people within the organization.
- Automated Alerts & Notifications: Opportunity management systems offer automated alerting capabilities so that sales staff can stay informed about changes in opportunities throughout the sales cycle. These alerts can include pricing updates, follow up reminders, status changes, etc., ensuring that no detail goes unnoticed during critical stages of the sale lifecycle.
- Advanced Analytics & Reporting: The software offers advanced reporting functionality that can help organizations identify trends over time such as win rates, opportunities by region or product line, customer behavior insights and much more. This data-driven approach gives organizations insight into what’s working (and what’s not) so they can adjust their strategies accordingly
What Are the Different Types of Opportunity Management Software?
- Opportunity Tracking Software: This type of software helps companies track customer interactions, sales leads, and potential business opportunities. It can be used to capture important information about prospects and keep track of the progress of deals.
- Pipeline Management Software: This type of software helps businesses manage the sales cycle from start to finish. It can help teams organize their entire sales process, including lead generation, qualification, quotation and proposal follow up, as well as tracking key performance indicators such as win rates.
- Forecasting Software: This type of software is used to generate accurate forecasts for future revenue streams based on past performance data. It allows companies to plan resources efficiently and maximize profitability with real-time visibility into opportunities in the pipeline.
- Account Planning Software: Account planning software helps businesses build personalized customer plans that focus on long-term customer satisfaction and retention goals. These plans are designed to enable users to better understand customer behavior and trends in order to make more informed decisions about how best to nurture relationships over time.
- Collaboration Tools: Collaboration tools provide a unified platform for teams working on joint projects or campaigns related to opportunity management. They facilitate communication between stakeholders across departments by providing a shared workspace where documents can be accessed in real-time for instant collaboration.
Advantages Provided by Opportunity Management Software
- Improved Tracking: Opportunity management software allows businesses to easily track opportunities from initial contact through the sales cycle. This helps ensure that all opportunities are accurately identified and tracked, resulting in improved decision making throughout the entire process.
- Increased Visibility: By having a centralized database of all opportunities, companies gain valuable insights into the performance of their sales teams and the overall success of their business. This helps them make better decisions about which areas need attention and investment, as well as provides a clearer picture of where improvements can be made.
- More Efficient Processes: Opportunity management software also enables businesses to streamline and automate processes such as lead scoring and qualification, enabling them to quickly assess prospects and move through sales cycles faster. This saves time for both sales teams and customers alike, which can result in improved customer experience.
- Better Organizational Structure: Using an opportunity management tool helps increase organizational efficiency by allowing for easy access to critical data at any stage of the process. This makes it easier for staff members to stay on top of leads, manage accounts effectively, and better coordinate efforts across departments.
- Improved Sales Performance: By having a comprehensive view of all opportunities within a company's portfolio, management is able to better identify strengths and weaknesses within the organization’s current strategy. This makes it easier to adjust processes or resources accordingly in order to maximize sales performance over time.
Who Uses Opportunity Management Software?
- Sales Managers: Sales managers use opportunity management software to track and manage the activities of their sales staff. They can review progress, set targets, and determine which strategies are most successful.
- Customer Relationship Managers: Customer relationship managers use opportunity management software to maintain relationships with customers and prospects. They can analyze customer data, create targeted campaigns, and monitor customer feedback.
- Marketing Professionals: Marketing professionals use opportunity management software to plan and execute marketing campaigns, measure ROI from various channels, and track customer behavior.
- Business Analysts: Business analysts leverage opportunity management software to identify trends in market data and customer behavior. This helps them make informed decisions about product offerings or marketing initiatives.
- Financial Professionals: Financial professionals use opportunity management software to track expenses for products or services, forecast future income streams, analyze budgets, and develop financial plans.
- Account Managers: Account managers rely on opportunity management software to keep track of client accounts and stay up-to-date with relevant industry news or new opportunities that can benefit their clients.
- Executive Leaders: Executive leaders employ opportunity management tools to identify areas of improvement within a business or uncover new revenue opportunities in order to drive strategic growth initiatives.
How Much Does Opportunity Management Software Cost?
The cost of opportunity management software can vary greatly depending on the features you require and the number of users. Generally, prices range from free (for basic solutions) to hundreds or even thousands of dollars per year for more comprehensive solutions.
For small businesses with limited budgets, there are several free or low-cost options available that provide functionality such as contact management and tracking leads. These types of solutions may be adequate for businesses just starting out until they are ready to invest in a more robust solution.
Mid-range solutions offer features such as integration with CRMs, pipeline management, analytics capabilities, automated workflow process automation, and reporting tools. Some solutions also include sales forecasting capabilities and help desk support options. Prices for these types of offerings range from around $30 to 500 per month or more depending on the number of users and features included.
For larger companies looking for a deeper level of automation and intelligence, enterprise-grade opportunity management software can range from $500 to thousands of dollars annually per user plus other one-time set up fees depending on the specific needs of your organization. These types of offerings typically include advanced analytics capabilities, integrated customer relationship management (CRM) system compatibility, data migration assistance if needed, comprehensive design customization options including custom dashboards and reports, as well as detailed training and support services such as live webinars or onsite visits if requested by the customer.
Opportunity Management Software Integrations
Opportunity management software often integrates with other types of software, such as customer relationship management (CRM) and business intelligence tools. These allow organizations to streamline their workflow by managing customer interactions, tracking data, and providing insights into customer trends or sales opportunities. Additionally, lead generation tools integrate with opportunity management platforms to capture leads from different sources and provide information about those leads in one place. Email marketing automation applications are also often used in conjunction with opportunity management software to send emails triggered by certain triggers or contact events that can improve lead conversion rates. Finally, project management tools can be used to manage projects related to the opportunities generated by the opportunity management system.
Recent Trends Related to Opportunity Management Software
- Increased Focus on Automation: Opportunity management software is designed to automate various parts of the sales process, such as lead tracking and follow-up. This can free up resources for other areas of focus, helping companies become more efficient and productive.
- Improved Customer Insights: By leveraging customer data from opportunity management software, teams can gain a better understanding of their customers’ needs, wants, habits, and preferences. This helps them tailor their approach to each prospect and increase chances of closing deals successfully.
- Streamlined Forecasting: Software features like built-in analytics help provide insights into potential opportunities that may have otherwise been overlooked. Teams can use this information to accurately forecast future performance and optimize decision making in order to maximize profits.
- Enhanced Collaboration: With tools like shared calendars and task lists, opportunity management software allows teams to collaborate more effectively across departments. This makes it easier for everyone involved to stay on the same page and work together towards achieving success.
- Accessibility Anywhere: Modern cloud-based solutions make it possible for users to access real-time data from anywhere at any time. This improves convenience while also reducing barriers associated with traditional on-premises systems.
How to Choose the Right Opportunity Management Software
- Determine Your Requirements: Before looking at different solutions, you need to understand exactly what your needs are and how you plan to use the software. Make a list of core requirements that must be met and document any potential features and functionalities that would be nice to have.
- Research Vendors & Solutions: Identify potential vendors through online research or by consulting with industry experts. Evaluate each vendor’s features and capabilities to determine if they meet your requirements. Conducting a free trial may also help you better understand how the system works in actual practice. Compare opportunity management software according to cost, capabilities, integrations, user feedback, and more using the resources available on this page.
- Get User Feedback: Speak with other users who are already utilizing opportunity management software from the vendors on your shortlist, such as customers or colleagues in similar industries. Ask about their experience with customer service, ease of use and cost effectiveness in order to get an honest opinion about each system.
- Compare Costs & Features: Once you’ve narrowed down your selections, compare costs between each solution along with its included features This will help you make an informed decision when choosing which opportunity management software is right for you before making a purchase commitment