Manage your sales opportunities from detection to signature.
Turn every identified project into a signed deal with opportunity management that is centralised, collaborative and AI-driven.
360° view of your pipeline, reliable real-time forecasts.
The challenge of managing opportunities without a dedicated tool
Siloed opportunities
Information scatters across spreadsheets, emails and disconnected tools. Without dedicated opportunity management CRM, managers have no way to know which deals to prioritise.
Gut-feel forecasts
Sales forecasts are built on gut instinct rather than reliable data. Structured opportunity management prevents deals lost to better-organised competitors.
+18% missed growth
Companies with a structured opportunity management process record 18% higher growth.
The impact on your sales pipeline
Real-time
visibility
Automatic weighted value, continuous update of forecast revenue.
One-click
quote creation
Centralised document management and automated follow-ups.
Reliable
forecasts
Based on objective data, realistic targets.
0 information
loss
All activity linked to every sales opportunity is tracked.
Every opportunity becomes a central object, driven by data
From identified need to signed order, every step is tracked, accessible and actionable in efficy's opportunity management CRM.
Your AI agents calculate the weighted value, alert on blockages and accelerate conversion.
A 360° opportunity record that brings together all relevant information
Interaction history, associated documents, contacts involved, stages completed and next actions.
Fields update automatically as each sales opportunity progresses.ally as each sales opportunity progresses.
Forecast revenue is calculated in real time thanks to automatic weighted value.
Quote creation takes just a few clicks from opportunity management.romuis la opportunity management.
Team coordination that accelerates conversion
Customised pipeline with stages tailored to your cycle.
Progress is shared in real time in opportunity management CRM.
High-potential opportunities that merit immediate attention are identified instantly.
Documents, proposals and contracts attached to each opportunity.
Managers have complete visibility without having to chase their teams.
Reliable sales forecasts driven by data
Thanks to up-to-date data and integrated analytical tools, every sales director has a precise view by period, sales rep, segment or product family in opportunity management.
The complete history of every CRM opportunity, including lost ones, is a goldmine of information for improving future conversion rates.
Related features
What our clients say
"Before efficy's platform came on board, customer knowledge was pretty vague in the minds of sales representatives and we didn’t have this single view of the customer"
"I would definitely recommend efficy. It is a Belgian company that is close to its customers and has a pragmatic approach. efficy's platform itself is user-friendly and easy to master"
"Thanks to the advantages of efficy's platform, we can now recruit our new lawyers and trainees while maintaining the same number of assistants."
Ready to take action?
Visualise all your opportunities in real time.
Find out how structured CRM opportunity management can transform your pipeline, make your forecasts more reliable and accelerate your growth.