Pipeline & opportunities

Move deals through your stages, price them from products, send quotes and close them as won or lost.

Work your pipeline

See every open opportunity by stage on the Pipeline board or as a list, and move deals forward.

Keep your product catalogue and what each product costs per currency, with prices counted each, per hour, per day or as a fixed fee.

Build an opportunity's value from products, quantities and discounts, calculated by EVORIV instead of typed by hand.

Turn a priced opportunity into a quote, send it as a secure link, and see when the customer views, accepts or declines it.

Record the outcome of a deal, and why you lost when you did, so your win rate and history stay accurate.

Capture, qualify and convert the people who might become customers.