Sales & Quotes

Manage and report on sales opportunity life cycle

Where is your future business coming from? Gold-Vision allows you to simply identify and analyse opportunities by account and contact. Opportunities provide a focus for notes, activities and related quotations, allowing you to work more effectively.

• Opportunity stages and activities types can be optimised for your business processes and terminology.
• Incorporate formal processes (e.g. opportunity assessment) into user-defined areas. Or keep it very simple by simply adding notes.
• Use the power of workflow and alerting to ensure that you are in control of your own, your team's or your organisations pipeline.
• Our integrated (zero cost) Microsoft SQL Reporting Services solution provides powerful reporting to back up the day-to-day effectiveness. Report on revenue pipeline, not just order pipeline.