Tracking Opportunities & Sales with iTEM

Tracking sales are a vital part of your business growth. With iTEM it makes it simple and effortless to follow these leads whether you are managing these yourself or whether you have a dedicated sales team.

Progress & Health

Opportunities & Sales

iTEM has good visual representation so you can look at an opportunity and instantly see its progress.

Reporting

Instant sales forecasting charts.

Workflow

iTEMs versatility enables you to make custom workflows with custom events, that way you can see the progress of any opportunity and tasks yet to be carried out. You can also make this workflow “strict”, making sure your junior sales team members follow it to the letter.

Quotations

Integrating the quotation module, you can create quotes from new or from the custom templates you create. Drawing from your company “Price List” you can calculate profits and margins in a number of ways.