Seize Every Opportunity for Your Business

Salesteer collects all the opportunities generated by various sources into a single list, from the work of the sales department to automated contact forms

View all opportunities in an intuitive list, including the lead's name, code, and the status of the connected offer. Effectively manage opportunities by assigning a responsible user, attaching documents and files, following the conversation history, commenting, and assigning tasks.

Decide priority

Opportunities represent the first exchanges with a new lead. The client can immediately understand the project and the related budget, or it could be an initial approach with people who have only shown interest in our products and services. To always have a clear idea of which type of opportunity to prioritize, you'll have a clear and sortable view according to different parameters.

Work with order

With just one click, you can switch from the general list to the individual Opportunity. In each tab, you will find detailed information and you can manage all the work to be done: make an offer, assign tasks, upload attachments, and track the entire history of negotiations with potential customers.

Integrations

You can save time by connecting, for example, the contact form of your landing pages to the Opportunities section. In this way, contacts who use the form will be directly uploaded to your CRM, opening a new opportunity. This is just one of the ways in which Salesteer can integrate with your sales strategies.