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Opportunities

Better visibility of your sales pipeline.

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Prospects & ContactsAccounts & ClientsOpportunitiesCampaignsAnalysisSummary

Easy to use, intuitive, and always available

Adding opportunities, contacts, or events to your pipeline is extremely simplified by our intuitive interface and drag-and-drop usage.

The pipeline provides your sales team and yourself a comprehensive view of your activity at any time.

CRM Pipeline
My Opportunities

With Nicoka CRM you manage the entire lifecycle of your opportunities: progress status, target account and prospect, probability of closing a sale, description.

You keep a record of all actions performed: sending emails, creating tasks, adding notes, scheduling appointments, logging phone calls or meetings. Each participant thus contributes to enriching the opportunity.


All this data is accessible through the search engine.


Opportunité
Drive your sales activity

Nicoka CRM allows you to visualize all the actions taken by your sales team on one screen. You can thus follow up, take bulk actions on your pipeline.


Recent actions are visible in the opportunity listing. This listing is fully customizable, you can easily create your own display "variants", add filters, restrict access...

Opportunités listing
Streamline your sales process

Nicoka CRM easily adapts to your business and gives you the ability to build your own workflow. You define your sales stages, their sequence, associated probabilities... to ensure consistency and optimize your productivity.


If you are missing a feature, feel free to contact us.Nicoka CRM is constantly evolving to best adapt to technological advancements.

Salaire
Specific Fields

All the standard fields necessary for managing opportunities such as value, description, probability of signing... are predefined in Nicoka CRM.


However, each company is unique and has very specific needs. That's why we offer you the possibility to qualify and instantly add other criteria useful for your management. Thus, you can at any time enter and add custom fields.

Custom Fields
MAIN FEATURES
Manage all information related to opportunities
Document management
Configure your sales stages
Track all the actions of your sales team
Intelligent pipeline
Access data securely, no matter where you are.

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Call campaign management

Mass processing, enrich your prospecting files, ...

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Accounts & Clients

Nicoka CRM allows you to manage your clients, your contacts, your quotes, have a comprehensive view...

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Try Nicoka CRM for 7 days.

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