Apptivo Opportunities App

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Opportunities

The opportunity is a deal that you have the possibility to close! Today, opportunity management has become more crucial, as it is directly in link with your company’s sales process. With Apptivo Opportunity Management, organize your opportunities, create multiple potential sales.

Application Features

Collecting opportunities is a crucial thing for a company’s survival and success. Besides creating opportunities manually, collect and create opportunities automatically from emails you receive. Be a step ahead of the conventional method.

collect Opportunities from emails

Have a prediction on future sales and also the past sales, more visually. Easily review your sales team performance to know their win/loss rates and also allows to view the percentage of the conversion process involved with every app in month and year format.

precise sales analytical reports

Produce better sales and productivity, with Apptivo Sales Automation software. Effectively track your leads, automate and streamline the sales cycle, making the most of each opportunity. Customize sales forecast reports and gain real time insights.

sales automation
multiple sales pipeline

Multiple Sales Pipelines

Collective sales pipelines in single dashboard. With Apptivo’s Sales Pipeline Management, create and track multiple sales pipelines. Apptivo makes it easier to manage and analyze information about opportunities, forecasts, and goals.

pipeline reports

Pipeline Reports

Built-in pipeline reports allows you to visualize opportunities in graphic dashboards. Get to look quickly at the number of deals in a sales stage, and how much the deal is.


Kaban view and layouts

Kanban Views & Layouts

The kanban view gives you a card view of all your opportunities, based on the sales stages. View all opportunities, move them from one sales stage to another by easy drag and drop from the kanban view.

Integrated Applications

Opportunities App integrates seamlessly with the following applications

Opportunities     Cases

With the integration of the opportunities and cases app, whenever your opportunity faces an issue, you can create a case and associate it with your opportunity. Learn More about Cases App

Application Roadmap

  • V7 Upgrade
  • Dashboard, Chart, Duplicates, Competitive Assessment Criteria
  • MJML Email Templates

  • Kanban View
  • Properties Table
  • Activities DB to ES

Major Update on the Application

Moved the Application to Live

Started Building the Application

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.