Supercharge Your Sales Pipeline with Opportunity Management CRM

Auto Capture, Identify, Engage, and Convert Every Opportunity into sales

TrackOlap Opportunity Management Software focuses on tracking and nurturing high-potential leads that are closer to conversion, engaging qualified prospects, maximizing sales potential, and driving growth by managing opportunities at the final stages of the sales funnel.

•  Lead Auto Capture
• Multiple Process Mapping
• Rule-based Automation
•  API Integration

One feature helps to Manage overall Products, Sales, and Teams

Capture Opportunity Effortlessly capture and map all opportunities linked to a single contact across various inquiry channels. Automatic Opportunity Assignment Rule-based automation criteria help to Assign opportunities, ensuring efficient lead distribution and management. Custom Form Managers or admins Can Create custom forms to define fields, names, and types for your unique opportunity management needs. Kanban View You Can Utilize Kanban boards to enhance workflow efficiency, track lead progress, and identify areas for sales improvement. Summary Reports Generate summary reports to gain actionable insights into your opportunity pipeline and track sales performance. Audit Report You Can Track opportunity stage changes such as contacted, prospect, and rejected—in detailed audit reports for enhanced visibility. Custom Workflows Managers or admins can design custom opportunity management pipeline sequences. Automatic lead Conversion Automatic lead conversion helps to ensure seamless mapping of field conversion to opportunities. Pipeline Management Utilize multiple sales pipelines to tailor your processes by workflow or product, enabling effective comparison and management. Manage Process Restriction Implement process restrictions in opportunity management based on department, work location, and employment type for enhanced control. Integration Integrate opportunity management tool with website, social media, and Google Ads to enhance lead capture and tracking Mobile CRM Access opportunities on the go with TrackOlap Mobile CRM, allowing to view and manage leads anytime, anywhere. How Trackolap Opportunity management works!

Automate your Opportunity Process with TrackOlap Opportunity Management Solution

Custom Sales Process Workflow

Managers or admins Can Create a custom sales process workflow to align your opportunity management strategy by setting up a unique process title, identifying prefixes, and managing features for streamlined operations.

• Workflow Automation
• Create Custom Form
• Opportunity Stage Automation
• Send Automated mails

Auto Capture Opportunity

Capture all required Information about opportunities from multiple sources to ensure a comprehensive view of potential deals and improve sales strategy, making prioritizing and converting high-potential leads easier.

• Centralized Data Collection
• Automated Lead Capture
• Qualify and Categorize Opportunity
• Real-Time Updates

Assign Opportunity

Automation Workflow Distribute Opportunities efficiently across sales teams by Assigning to the right sales reps based on predefined criteria, allowing sales reps to collaborate, and ensuring the right team members handle each opportunity with the appropriate permissions.

• Prioritize opportunities
• Bulk Upload/ via Manually
• Define Lead Assignment Criteria
• Receive Alert Notification

Zero Duplication

Implement contact deduplication rule to Prevent lead duplication via Automatically detecting and eliminating entries - ensures a clean and organized database for accurate sales tracking helps to reduce team conflicts across different sales opportunities.

• Duplication-free Database
• Zero Team Conflict
• Maintain data accuracy
• Role-Based Distribution

Stage-Wise Task Creation

Implement stage-wise task creation to streamline the sales process, categorizing leads as contacted, prospects, or rejected for targeted follow-up actions. By clearly defining tasks at each stage of the sales funnel, teams can prioritize their efforts with high-potential opportunities

• Performance tracking
• Real-Time task Update
• Automated Reminders
• Monitor Sales KPIs