Maintaining an overview of sales activities and thus making the future somewhat predictable is challenging. Evaluated sales opportunities up to forecasts support your sales team.
Increase transparency in sales
Sales opportunities for the sales organization and the corporate forecast.
In the German cloud or on your own server
Over 35 years of experience in CRM, customer management & organization
With integrated AI agents
Your All-in-One Solution
Overview of sales opportunity features
Maintain an overview
Success rates as a measurement tool
Success rates from converted offers to orders help to incentivize sales staff and obtain realistic assessments of sales opportunities.
From quotation directly to sales opportunity
Convert quotations into sales opportunities with just a few clicks and keep track of the entire sales process. Customers, contacts, and projects are transferred automatically, so all important information is directly linked. This makes it easy to follow up on quotations systematically and ensures that no follow-up is forgotten.
Evaluations and forecasts
Various evaluations of sales opportunities, by employee or group, up to forecasts, help decision makers maintain an overview.
CRM/sales opportunities
Feature overview
Filter options by employee, status, types and date
Export to Excel
Transformation and linking of offers
Automatic retrieval from threshold value in offers
Graphical evaluations and daily reports via email
Classification and evaluation by group
Custom fields
Assignment to projects
Evaluation in the forecast
Link to offers and orders
Bring your growing business processes into a digital home
work4all connects what belongs together: projects, customers, invoices, documents, articles, employees. Everything clearly integrated in one software system.
One control centre instead of lots of special tools and makeshift solutions
Experienced process and digitalisation specialists by your side
Easy to use for all department - even when you're on the move
“Transparent customer and project management, fair prices and DATEV integration make work4all a real home for our business.”
Managing Director, Steffens Systems GmbH