Sales Lead can be created to initiate the sales process. Contacts can be added to a lead. If necessary, the role of the contact in the lead (contact person, decision maker, etc.) can be specified. You can then set its status (prospecting, qualified, or disqualified) and rating (hot, warm, or cold). The industry type of the lead and the source where the lead comes from can also be set.

Events such as meetings or appointments and tasks can be added to the lead. Documents and notes can also be included in the lead with ease.

When the lead is qualified, the lead can be converted to opportunity. The opportunity will retain the contacts and their role in the lead.

Charts to measure some of the lead's attribute can be generated easily in PNG format. The charts are:

• Lead conversion by month.
• Aggregated number of days spent for all leads for each lead status (prospecting, qualified, or disqualified). The result is represented as bar chart or pie chart.
• Number of leads for each status, rating, industry type, or source. The result is represented as bar chart or pie chart.

In addition to lead list view, contacts in the lead can also be shown in the expanded list, making it easier to find the contacts for the lead.

You can search the lead using any field of the lead. Searching can also be done to find contacts in the lead. For example, entering "decision maker" in the search phrase will find all contacts in the lead that have role as decision maker. It's that easy.

Sales process is captured in Opportunity. Sales stage can be set as the sales progresses. Each sales stage has a corresponding probability for winning the sales. The sales stages, with the probability in the bracket, are: Qualified (10%), Needs Assessment (20%), Solution Evaluation (30%), Proposal (50%), Purchasing Decision (70%), Refine Solution (80%), Verbal Agreement (90%), Purchase Order (100%), Lost (0%), Canceled (0%), and Suspended (0%). The probability of each stage can be set manually when necessary.

The expected revenue can be entered manually or it can be calculated automatically from the total price of the included products. The estimated revenue is calculated automatically by multiplying the expected revenue and the probability. The sales forecast can be made from the sum of estimated revenue from all opportunity. A chart can be generated to show the sales forecast over time.

You can also set its rating (hot, warm, or cold) and the source where the opportunity comes from. These two properties are copied from the lead when the lead is converted to an opportunity.

Products pricing can be set in the opportunity. It allows product discount, adding margin, or setting volume based pricing. Quotation can be generated at any point of time with the line items extracted from the included products.

Events such as meetings or appointments, tasks, documents and notes can be added to the opportunity. This opportunity related information can easily be found and viewed in the opportunity details. In addition, company details about the suppliers, manufacturers, or even the competitors can be easily added to the opportunity details.

Charts related to opportunity can be generated to get an overview of the sales process and its performance. Charts related to individual opportunity are:

• Expected and estimated revenue over time.
• Sales stage Gantt Chart.
• Working days or calendar days spent on each sales stage.

Charts related to all opportunities are:

• Aggregated number of days spent for all opportunities for each sales stage.
• Number of opportunities for each source, rating, or sales stage. The result is represented as bar chart or pie chart.
• Number of opportunities for each sales stage by month or by day. The result is represented in time series.