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BUSINESS OPPORTUNITIES

Tableaux de bord complet

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.

Pipeline

View and manage your potential project through the sales pipeline and classify them by stage of your sales process.

Vision projets potentiels
Pipeline commerciale

Opportunities

Create opportunities before they become active projects in competitions or tenders.

Details

Start adding all the project details there before signing. Assign collaborators and start working on your opportunity.

Tasks

Create tasks by priority and assign them to assigned project members.

Fees solver

Start estimating your fees by phase, percentage of work or deliverables.

Solver d'honoraires
Proposition et contrat PDF

PDF proposals

Create and exporte all your fees' proposals with you integrated texte editor.

Goals

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.

Fiche projet

Discover all our features

 

Project Management

 

Opportunities

 

Time and budgets

 

Invoicing

 

Teams and collaboration

 

Finance analytics