Cynergy Opportunity Manager

Cynergy Help Desk Opportunity Manager keeps track of leads, quotes, and products effortlessly while effectively turning leads into customers. A web based sales pipeline view and access for management that is permission driven.

Advanced Opportunity Management puts your entire sales department i.e., outside sales representatives, inside sales, and management on the same page. Utilizing this feature will provide entire teams with critical information about a lead or customer at a glance including proposals, contracts, and job specifications that can be easily attached to each opportunity. Management can view full pipeline, help desk notes, contact, product information, and emails in order to assess strategies and shorten the time to close. Management can view, sort, and run reports to make the most of your time to identify the processes that yield the most profit.

Every module in Cynergy Help Desk offers unlimited user-defined fields.

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View Opportunity Workflow Process [Requires Acrobat Reader]