Manage all your opportunities before signing.
OOTI offers you the possibility of managing all your prospects even before validating them, for example during a competition. This allows you to charge hours worked before having a signed contract or even see the potential for pending turnover.
You can also generate commercial proposals from models by grouping all the information of the case such as the fees by phase.
View and manage your potential project through the sales pipeline and classify them by stage of your sales process.
Create opportunities before they become active projects in competitions or tenders.
Start adding all the project details there before signing. Assign collaborators and start working on your opportunity.
Create tasks by priority and assign them to assigned project members.
Start estimating your fees by phase, percentage of work or deliverables.
Create and exporte all your fees' proposals with you integrated texte editor.
Set a goal at the beginning of the year and follow it throughout. This will allow you to get more new business in prevention of the year-end landing.