Sales Opportunity Manager

CRM Software for Contractors

Sales Opportunity Manager

Total Office Manager’s integrated Sales Opportunity Manager provides a complete sales management platform for HVAC, plumbing, and electrical field services businesses.

Sales Opportunity Manager

Improve Customer Experience

Gain powerful insights on the entire customer journey and use that information to improve marketing and sales communications.

Custom User Defined Fields

Create custom fields for your customer accounts unique to your business needs.

Easily Add New Sales Opportunities

Quickly add sales opportunities including priority, probability, sales stage, marketing source, desired product or service, and estimated sales revenue.

Sales Person Assignments

Easily assign the correct sales person to each opportunity for follow up and sales management.

Integrated Appointment Setting

Schedule sales calls with the built-in appointment setting functionality.  Includes notes, scheduled date and time, and set reminders.

Sales Leads by Marketing Source Reports

Report on the types of sales leads including both online and offline efforts such as referrals and tradeshows.  Then determine what types of leads generate the biggest closure rates to improve marketing and sales planning.

Full Sales Dashboard for Managers

Know instantly at any given time exactly what your current sales volume is.  Know the numbers for each sales person and how they rank within the sales team.  The dashboard also includes monthly, quarterly and annual revenue and much more.

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Discover the Aptora Advantage

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