Opportunity Management

Opportunity Management Features

  • Track opportunity costs
  • Sales forecasting
  • Contacts
  • Transfer opportunities to job costing
  • Easy job set up
  • Track Market Sectors
  • Lead tracking
  • Calendar
  • Action Items
  • Organizations
  • Track opportunity status
  • Project Revenue

The Opportunity Management Process

Most systems don’t track a project until it becomes a job and contract is in hand. CI can start tracking costs and communications the moment the project becomes an opportunity. 

Benefits

  • Sales forecasting
    • Project sales by market sector or sales rep.
  • CRM System
    • Track more than just AP vendors
    • Track more than just AR customer
    • Track Manufactures, Architects, Engineers, Partners, etc.
  • Microsoft Outlook Integration
    • Project Calendar
    • Project Partner Directory
    • Project Contact Directory

Reports

Flexible reporting capability driven by your criteria

  • Financial Projections
  • Opportunity Detail
  • Sales Forecast
  • Scorecard
  • Lead Log
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Call Today

Call today to schedule a free demo. You’ll know in the first 10 minutes if CI is a fit for your business.

Call (866)384-6464

CI Goes Green

CI has streamlined each process while taking the environment into consideration.  The less paper processed not only affects the number of trees, but the number of toner cartriges that hit our land fills will also be impacted.