Sales leads are a vital resource for sales and vtiger CRM offers sales teams a full range of lead management functions.

Manage leads end-to-end (from creating leads to converting them into opportunities)

Capture leads directly from your Web site and transfer to vtiger CRM

Import leads from external sources, such as Web downloads, trade shows, seminars, direct mail, and other types of campaigns

Add multiple products to the leads

Qualify leads to next stage based on information captured in lead details

Convert leads into sales opportunities, accounts, and contacts with a single-click

Lead conversion mapping for all the custom fields

Create fully customizable lead reports

Export leads to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

Opportunity Management is another important sales function covered by vtiger CRM.  Opportunities are labeled Potentials in vtiger CRM.  vtiger includes the following features for Opportunity Management:

Track all sales opportunities end-to-end in a sales cycle

Associate opportunities with accounts, contacts, activities, and other modules to have a better visibility on the opportunities

Generate quotes, sales orders, and invoices from the potentials

Create fully customizable opportunity reports

Export opportunities to spreadsheet software, such as Microsoft® Excel®, OpenOffice® and others to analyze the sales pipeline and quickly identify the bottlenecks if any

Track all accounts and related contacts, opportunities, cases, and other details from a common repository

Specify parent-child relationships between accounts and their subsidiaries or other divisions

Import accounts from external sources, such as ACT, GoldMine, and other applications

Generate quotes, sales orders, and invoices for the accounts

Track purchase history of the customers and analyze opportunities for up selling and cross selling

Create fully customizable account reports

Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others to analyze the buying patterns of a customers and set up loyalty programs

Attach customer-specific documents to accounts for a quick reference in future

Track all contacts and related opportunities, cases, activities, and other details from a common repository

Create the hierarchy of contacts within a company to have a better coordination while dealing with customers

Import contacts from external sources, such as ACT, GoldMine, and other applications

Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis

Synchronize contacts with Microsoft® Outlook®

Add all important customer-related e-mails to vtiger CRM for quick reference in future

Store all the details of customer meetings and calls in a n intuitive calendar

Manage daily tasks of the vtiger CRM users to have a streamlined sales process

Pre-build reports for sales force automation

Sales pipeline analysis by stage

Monthly Sales pipeline analysis

Sales opportunities by lead source

Drill-down the dashboards by time and opportunity stage