Lead Management: You can register new leads manually or via file import. The data associated with the leads will allow you to manage them commercially with the goal of converting them into customers. Additionally, you can configure business rules for assigning leads based on different criteria.

Opportunity Management: You will be able to manage all business opportunities that involve sending offers and quotes to potential clients or leads. Furthermore, you will be able to check the status of each opportunity (under analysis, offer submitted, under negotiation, won, canceled, etc.). 

Commercial actions or tasks:  The tool implemented by your chosen Digitizing Agent will allow you to create commercial actions and tasks, both manually and automatically.

Reporting, planning and sales monitoring: You can track your performance using key performance indicators (KPIs), opportunity lists, and other metrics, with varying levels of data aggregation to suit your needs. You can also generate reports to monitor and track your sales activity, including efficiency ratios, sales stage status, pipeline, and other measurable attributes (such as products, quotes, etc.), categorized by channels, profiles, roles, and/or sales stages. These reports can display, at a minimum, monthly, cumulative, and/or comparative data across different sales periods.

Alerts: You will be able to view Customer Alerts in different types of graphical formats (icons, pop-up messages, etc.).

Document management: The solution will include software for centralized document management capable of inserting and/or linking documents related to your business activity, as well as those provided by the customers themselves.

Responsive Design:  You'll have a functional interface on all types of devices.

Integration with various platforms: You will have APIs or Web Services available for consolidating information and data from your entire company.