Sales Opportunities
Sales Opportunities with visual tracking
Manage each sale with its own record, move stages with a click, and automate follow-ups to not lose a single euro.
Total control of every lead in your funnel
What are sales opportunities in Clientify?
It’s a feature that allows you to register, visualize, and manage each sales process from the first call to closing, with traceability and automation.
Each opportunity includes its status, value, responsible person, estimated date, and associated activities. This way, you prioritize better, automate follow-ups, and don’t let any sales slip away.
Complete visibility of the sales pipeline
Why use sales opportunities?
- Structured tracking: dedicated record for each sale, no chaos or forgetfulness.
- Visual control: move opportunities in custom pipelines by phase.
- Revenue forecasting: estimate amounts and closing dates accurately.
- Integrated automation: activate tasks, bots, or emails according to the stage.
- Unified multichannel: emails, meetings, calls, and documents all in one view.
How can you apply it?
Use Cases: Sales Opportunities
Education
Lead Follow-Up: Every potential student is an opportunity. From the first information to final enrollment.
Industry and Manufacturing
Closing Big Deals: Every key distributor or client has a profile with meetings, technical documents, and tracking of the long sales cycle.
IT and Software
Post-Demo Management: After the demo, an opportunity is created with all tasks, emails, and calls needed until the contract is signed.
Marketing Agency
Closing Quotes: Each request turns into an opportunity with customized stages based on the service offered.
Travel Agency
Selling Customized Itineraries: Every personalized trip is managed as an opportunity from the first contact to confirmation.
Health, Beauty, and Wellness
Tracking treatments or memberships: Each consultation or plan is managed in stages: first appointment, proposal sent.
They already use Clientify
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And then what? Keep relying on all the support from Clientify to digitalize and scale your business.
