Testimonials

"In just a few minutes, I was able to setup ClearOpportunity and easily start managing my sales opportunities and business potential."
Leslie, Business Owner

"ClearOpportunity has been a life saver for me."
Karen, Realtor

Video Library

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All you need to succeed!
Create new opportunity
Contact information
Notes you made
Emails you sent and received
Appointments you set up
Tasks you have created

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Your Personal Dashboard
Opportunity Forecast
Quickly review your backlog
Drill-down Details

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Easy changes; Anytime
Product names and descriptions
Opportunity status values
Chance to Win ratios
Dashboard color choices

Image Library

    ClearOpportunity

    The Power to Sell More in Less Time




Image Library
Opportunity Explorer Opportunity Explorer
  • Add, edit & update Opportunities.
  • Attach Outlook Items to Opportunities:
       Contacts, Emails, Appointments, Tasks.
  • Detailed notes with time & date stamp.
Company Explorer Company Explorer
  • Add, edit & update Companies.
  • Setup Parent Companies & Branches.
  • Attach Contacts and Opportunities.
  • View # of Opportunities & Total Revenue.
Interactive Dashboard - Personal View Dashboard - Personal View
  • View your Opportunities by Stage/Product. 
  • 30, 60, 90, 120 Opportunity Forecast 
  • 30, 60, 90, 120 Opportunity Aging
  • Interactive graphics - Drill down into details.
Interactive Company Dashboard Dashboard - Company View
  • View the health of your sales organization.
  • Drill down within the Dashboard for details.
  • Opportunity Forecast and Aging.
Interactive Team Dashboard Dashboard - Team View
  • View revenue potential by team members.
  • View Product revenue by team members.
  • Identify & allocate resources by strengths.
  • Track performance.
Reporting - Summary View Reporting - Summary View
  • Quickly & easily view summary sales data.
  • Filter reports by Rep, Products, Stage, etc.
  • Prioritize Activities
Reporting - Summary View Reporting - Detail View
  • Report sales & team member activity.
  • Access, analyze, & communicate data.
  • Make decisions easily & correctly.
 
 
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