CRM Opportunity Management

Insyte CRM opportunity management for the window furnishing industry provides a easy interface for your sales consultants to follow-up with their customers no matter how many quotes are in the system. Insyte allows sales consultants to forecast deals they believe customers will proceed with. Insyte provides accurate conversion when there are more than one quote so your quote vs orders are not inflated like other systems. This gives your organisation and sales consultants clarity on what business has not yet been closed. Insyte Dashboards allows your sales consultants to know exactly where all quotes are sitting in the sales pipeline and what potential revenue can be closed.

Opportunity management provides:

  • 1. A Single view of all quotes, activities and revenue allowing you to intelligently provide the customer with the right deal.
  • 2. Opportunity management allows commercial clients to quote to many different construction companies without inflating the deal size.
  • 3. Opportunity management provides sales forecasting and visibility of revenue missed or to be closed.

Insyte Opportunity Manager Screenshots

Single view of all quotes, activities and revenue.

insyte opportunity manager window treatment software

Opportunity Manager Dashboard

opportunity manager dashboard window treatment software

Opportunity Manager Dashboard Charts

opportunity manager dashboard charts window treatment software

More Screen Shots of Insyte Functionality

Configure Price Quote Module

Simply sell complex products in the window furnishing industry with Insyte CRM

Window Furnishing Industry

Focus on customers
not on complex time consuming
product configuration quoting


Mobile Sales App

Sell on mobile devices, anywhere, anytime with Insyte CRM for the window furnishing industry.

Mobile Sales App

Win more deals and grow faster.
Collaborate as a team and track
Results in real time.


Opportunity Manager

Manage customers, intelligently provide customer with the right deal.

Opportunity Manager

Sing view of all quotes
Sales forecasting
Insights on potential revenue



Contact us now for more information or a free demonstration

Insyte, Software for the Made to Order Industry

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Feature List

  • Dashboards

  • Customer Relationship Management

  • Sales lead scheduling and optimisation

  • Territory management

  • Quoting

  • Order/Job management

  • Customer self service

  • Quote/order management
  • Automation

  • Blinds and Curtains configurator

  • Installers and job scheduling

  • Supplier order management

  • Wholesale online ordering

  • Debtors

  • Manufacturing tracking

  • Inventory

  • Customer service

  • Document management

  • Campaign & sales reporting

  • API integration