Opportunity Management in unityBMS
UnityBMS equips your sales team with the tools they need to manage opportunities effectively and close deals faster. It streamlines the entire sales process, helping your team stay organized and focused. With advanced customer segmentation, you can target the right audience with precision. The platform also provides detailed revenue estimation to support smarter forecasting. Additionally, sales reps can create and manage multiple proposals per opportunity. UnityBMS ensures that every stage of the sales cycle is well-supported and efficient.
Navigate Your Sales Opportunities with Precision
Turning qualified leads into customers requires a well-structured approach, and UnityBMS provides the tools you need to manage every step of the process. From advanced customer segmentation to detailed revenue estimation.
UnityBMS supports your sales teams in managing opportunities efficiently and effectively, ensuring that every prospect is handled with care and precision.
Core Features of Opportunity Management
UnityBMS allows you to manage sales opportunities, track progress, and close deals efficiently—all in one place. It enables your team to handle every stage of the sales pipeline with clarity and control. With support for multi-currency transactions and multiple business profiles, you can manage diverse opportunities globally. Automated workflows streamline follow-ups, proposals, and deal updates. This helps your team stay organized, responsive, and productive. Ultimately, UnityBMS strengthens client relationships and drives successful deal closures.
Advanced Customer Segmentation
Detailed Revenue Estimation
Multiple Opportunities per Lead
Multiple Proposals per Opportunity
Streamlined Sales Processes
Tasks, Notes, and Reminders
Customizable Fields
Streamlined Financial Transaction Tracking
Every business is unique, and UnityBMS recognizes that by offering customizable fields for managing opportunities. Easily add custom fields to capture the specific data points that matter most to your business.
Whether it’s tracking industry-specific metrics or adding unique client details, UnityBMS provides the flexibility you need to manage opportunities your way.
Opportunity Tracking & Activity Records
Keep a detailed log of all interactions and activities related to each opportunity. UnityBMS allows you to track every step of the process, ensuring that your team has a complete record of what’s been done and what still needs to happen. Document every email, call, meeting, and note associated with an opportunity. UnityBMS provides a comprehensive record of all interactions, giving your team the context they need to make informed decisions.
Task Assignment & Tracking
Real-Time Notifications
Custom Reports & Analytics
Document Management
Book a Demo Today
All our customers and partners agree that we have the easiest-to-use all-in-one business software. From day one, you’ll experience how seamless and intuitive business management can truly be. Allow us to show you this too—and discover how simplicity drives real results.
