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Opportunity and Pipeline Management

Our B2B CRM will manage your opportunities so you can stay connected to the people and information essential for every sale closure. From anywhere. Track all associated activities as they happen and receive updates when action is required. Send emails effortlessly using templates.

Key features:

  • Quickly create immediate quotes
  • Use Price Book to manage your products and services to clarify quotes and contracts
  • Price Book allows an accurate understanding of your revenue source.
  • Streamline the whole sales process and have a detailed overview of your opportunities
  • View critical details in a rich activity timeline of your customer's activity
  • Keep your team informed with real-time updates
  • Get a clear perspective over your performance and your quarterly targets

Try Easy Project in 30 days free trial

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