Manage CRM opportunities

A CRM opportunity card is a concise summary of a potential sales opportunity within Devinstock CRM system. It typically includes essential details such as the lead's name, company, deal size (potential value), stage in the sales pipeline (status), expected close date (deadline), and any relevant notes or activities.

You have successfully created an opportunity. Please visit its page to begin managing it.

Email Communication

Devinstock CRM streamlines email communication by integrating with popular email platforms like Gmail, Gsuite and Outlook. Users can send and receive emails directly within the Devinstock interface, ensuring all communication related to a lead or opportunity is centralized and easily accessible by team members.

Call Management

With Devinstock CRM, users can log call summaries, enabling sales representatives to summarize important details of each call, such as the outcome, and follow-up actions required. This ensures a comprehensive and centralized view of all interactions with leads and prospects.

Reminders and Alerts

Devinstock CRM help sales teams stay organized and on top of their tasks with reminders and alerts. Reminders can be related to a follow-up call, email, or meeting, users can set reminders for important actions and deadlines. These reminders ensure that no opportunity falls behind and that each lead receives timely attention.

Appointment Scheduling

Devinstock simplifies appointment scheduling by allowing users to book and manage appointments directly from the platform. This ensures efficient time management and smoother coordination with leads and clients.