UkuuPeople Opportunity Manager

1 opportunity_management_add_on_

Pipeline management, lead management, sales management--whatever you call it. This is it.

The Opportunity Management Add-on is perfect for tracking leads from a cold contact all the way through to a won opportunity. This is also a great tool for nonprofits looking to track the process of closing the deal with a grantor or major donor.

Simply create opportunities and track your interactions with that opportunity from lead through won or lost opportunity. Then view the total monies, lifetime amounts, average payment, YTD, and previous year on a per-contact, per salesperson, or overall basis.

360⁰ View

  • Track your sales, donations, or growth opportunities in your funnel. View by client, date range, or salesperson.

Make Connections

  • Watch how your opportunities connect to organizations, contacts, and touchpoints as you interact with your people and tribes.

This Version

  • Current Version: 0.9.0

Requirements

Tested

  • Tested up to WordPress 5.3

We recommend servers running version 7.3 or greater of PHP as well as either version 5.6 of MySQLor at least version 10.1 of  MariaDB.

* Each license is valid for 1 year; billed yearly until cancelled.

Single or Multisite

Opportunity Management

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