Access control on quote generation & approval
When the quote is sent to the opportunity, Scopex allows customers to easily accept and eSign the quotation.
Opportunities
Management
Get A DemoOpportunities Management
An opportunity is the next stage of the lead that brings more business to the company. Creating and managing opportunity is key to your business success. Create your opportunity in just a few clicks.
Opportunity control
Keep the deal moving, without losing context
The important operational moments are grouped together—so your team has the details, approval confidence, and follow-up discipline to close faster.
Resolve customer queries with hands-on information
No information is lost as a lead passes through the pipeline. Scopex keeps the history of every discussion in one place.
Alerts & notifications on delayed tasks
Scopex sends automated alerts for delayed work, including missed meetings, calls, and follow-ups.
Generate and share quotes effortlessly (Online/PDF formats)
Stop wasting time on spreadsheets. On clicking any opportunity or lead you can see new quotation button, it will bring you to new menu where you can manage your quote. An opportunity has all lead's details, including expected revenue, success rate, what is next action for that opportunity, the date of the next action, the date on which opportunity may close etc. Opportunity can be either created or selected from the existing customer. The details gets updated automatically for the customer selected from the database.
Templates with Tax & Discount options
Scopex is designed with the super templates that manually edit discounts and taxes, price of the products in the quote.
Get stock information and adjust delivery commitments.
Scopex has most efficient stocking method. Get product availability information right in the quotation.
Track negotiations and discussions for a faster sales closure
Scopex has more efficient templates such as price and discount manual edit the quotation to negotiate and close the deal faster.
Monitor sales team's activities on a real time basis for each opportunity.
Visual scheduling console allows viewing real time activity of the sales team. Provides mobile apps with GPS tracking to make the field workforce more productive.
Automate reminders for scheduled task/activities.
Scopex allows you to automate notifications/reminders for the well defined scheduled activities/task right within the app. Task can be collaboratively edited manually.
Manage customer level quotation history.
Turn quotations into sale order if the customer is willing to proceed with the order and send invoice to the customer in single click.
Revenue intelligence
Turn opportunity activity into a clearer forecast
Bring every signal in the pipeline together, so sales leaders can act early and plan from a view that is always current.
Analyze opportunity
Score opportunities by age, territory, sales team, source, and pipeline stage—from new and qualified to proposition and won.
Real-time forecasting
Use pipeline analysis and past trends to understand projected revenue, deal activity, and the decisions that move the business forward.
Frequently Asked Questions
What is opportunity management software?
Opportunity management software helps sales teams track potential deals from the initial sales opportunity through negotiation and closing. It keeps customer details, deal values, activities, follow-ups, and opportunity stages organized in one system.
How does opportunity management software help sales teams?
It gives sales representatives a clear view of active deals and upcoming actions. Teams can prioritize high-value opportunities, track customer interactions, manage follow-ups, and identify deals that need attention.
Can opportunity management software track the sales pipeline?
Yes. It allows businesses to organize opportunities by stages such as qualification, proposal, negotiation, and closed. Sales managers can monitor pipeline progress and get better visibility into expected sales.
Can opportunity management software help improve deal conversion?
Yes. By providing timely follow-up reminders, opportunity insights, sales activity tracking, and pipeline visibility, the software helps sales teams manage prospects more effectively and reduce the chances of losing valuable opportunities.
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