Complete control of every opportunity.
Give your sales team visibility of every potential sale — from first contact to order won.
At the heart of OpenCRM’s Sales Management tools is a powerful Opportunities module. From lead capture and qualification through to quotation, forecasting and order won, all sales activity is managed in a single system — helping your team stay organised, work more efficiently, and close more deals.
From Opportunity to Quote in one click
Turn Opportunities into Quotes with a single click. OpenCRM automatically pulls through the relevant information, eliminating duplicate data entry and speeding up the quotation process.
Generate PDF Quotes, email them directly from the CRM, track outstanding proposals, and receive automatic reminders when Quotes are due to expire — helping your team stay proactive and close more business.
One-click conversion
Opportunities become Quotes instantly, with no re-keying.
Email straight from the CRM
Generate PDF Quotes and send them without leaving OpenCRM.
Expiry reminders
Automatic prompts when a Quote is due to expire.
Manage the entire lead lifecycle
OpenCRM helps your sales team manage the entire lead lifecycle, from first contact through to a fully qualified sales opportunity. With built-in activity tracking, reminders and follow-up tools, every enquiry receives the attention it deserves.
Whether Leads originate from your website, affiliate partners, inbound emails or manual entry, they’re captured in a single system — giving your team complete visibility and control over the sales process.
Captured from anywhere
Website, affiliates, inbound email or manual entry.
Built-in follow-up
Activity tracking and reminders keep every enquiry moving.
Complete visibility
See exactly where every prospect sits in your process.
Grade and prioritise your leads
Score and prioritise Leads using criteria that match your sales process, giving your team a clear view of which prospects deserve immediate attention. Custom labels and weighted values help you identify high-potential opportunities and allocate resources more effectively.
As Leads reach milestones that you define, they can be seamlessly progressed through the next stage of your sales process — ensuring a consistent approach to qualification, follow-up and conversion.
Weighted scoring
Rank prospects with values that match your process.
Custom labels
Tag and segment leads however suits your team.
Milestone progression
Move leads on automatically as they qualify.
Reach the right audience
Build highly targeted Campaign lists using custom searches, filters and saved views to ensure your marketing and sales activities reach the right audience. Whether you’re segmenting prospects, existing customers or specific industry groups, OpenCRM makes it easy to create and manage focused Campaign audiences.
Once your lists are ready, take action immediately — send personalised email, generate telemarketing activities for your team, or produce merged letters and documents, with all activity tracked in your CRM.
Custom segments
Searches, filters and saved views build precise lists.
Personalised email
Send tailored communications straight from your lists.
Tracked engagement
Full visibility of follow-up actions and results.
Visualise your sales
Gain instant insight into the health of your sales operation with graphical pipeline views that can be analysed by month, quarter or year. Clear visual reporting helps you identify trends, monitor potential revenue and spot opportunities that need attention before they impact your forecast.
Drill down into individual sales pipelines across your team, making it easy for managers to track performance, monitor deal progression and ensure opportunities keep moving through the process.
Graphical views
Analyse by month, quarter or year in a click.
Spot trends early
Identify opportunities that need attention before they slip.
Team drill-down
Track each rep’s pipeline and deal progression.
Information at your fingertips
Go beyond tracking deal values and gain a clearer picture of future cash flow by recording expected revenue alongside anticipated payment dates. OpenCRM lets you forecast income based on when revenue is expected to be received — not simply when an Opportunity is won.
Detailed revenue forecasting and reporting tools give valuable insight into future performance, helping sales leaders monitor projected income, identify potential shortfalls and make informed decisions based on realistic expectations rather than headline pipeline values.
Expected revenue
Record anticipated payment dates, not just deal values.
Cash-flow view
Forecast income by when it will actually land.
Spot shortfalls
See realistic projections and act before gaps appear.
Automate your sales process
OpenCRM can automatically update Opportunity values, sales stages and related records whenever a Quote is created, keeping your sales data accurate and consistent across the entire system. By removing manual updates and duplicate admin, workflow automation helps your team spend less time maintaining records and more time progressing opportunities.
With key information synchronised automatically, everyone works from the latest sales data — giving managers more reliable forecasts and sales teams complete confidence in the numbers.
Auto-updated records
Stages and values update the moment a Quote is raised.
No duplicate entry
Synchronised data removes manual maintenance.
Reliable forecasts
Everyone works from the same accurate numbers.
Fully integrated quotes & products
OpenCRM’s fully integrated Product and Quote management lets you build professional Quotes using products from your central catalogue, while maintaining visibility of costs, sales prices and profit margins. Your team creates accurate quotations quickly, while always understanding the profitability of every deal.
When a Quote is accepted, convert it to the next stage — a Sales Order or an Invoice — with a single click. By eliminating duplicate data entry and manual admin, OpenCRM streamlines the entire sales cycle without ever leaving the CRM.
Central catalogue
Build Quotes from your products, with live pricing.
Margin visibility
See cost, sale price and profit on every deal.
One-click to order
Convert an accepted Quote to a Sales Order or Invoice.
Sales management questions, answered
The common things teams ask before moving their sales process into OpenCRM.
What is sales management software?+
Sales management software helps businesses organise leads, track opportunities, manage quotations, monitor sales performance, and improve visibility across the entire sales pipeline.
How can a CRM improve sales performance?+
A CRM centralises customer information, automates repetitive tasks, improves reporting, and helps sales teams prioritise the right opportunities — leading to better productivity and more consistent follow-up.
Can OpenCRM support multiple sales teams?+
Yes. OpenCRM can support multiple users, teams, territories and sales processes, with configurable permissions, reporting and dashboards tailored to different roles.
How quickly can we get started with OpenCRM Sales Management?+
Most organisations can begin managing leads, opportunities, contacts and sales activities quickly, with training, onboarding support and configuration options available to match your business requirements.
Do I have to sign a long contract?+
No. OpenCRM subscriptions are based around the accepted principle of Pay As You Go. In other words, you pay a monthly subscription in advance and can cancel at any time.
Ready to take control of every opportunity?
See OpenCRM’s Sales Management in action, or start your free trial today — no up-front commitment, no hidden fees.