Tracking leads and opportunities
VOGSY allows you to handle every detail of the lead management phase:
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Create an opportunity card that stores vital information about the lead and that you can use as the basis for the rest of the project.
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Automatically generate a quote and email it to the opportunity’s contact person.
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Send and receive notifications about changes to the status of the opportunity so the team can act quickly.
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Keep track of all communications between team members concerning the opportunity.
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Track the health of the opportunity.
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Store all proposal and project documents in your shared VOGSY folder on Google Drive where all team members can easily access them.
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Turn your 'won' opportunities into live projects with all the required information already generated.
But the ultimate goal of an opportunity is to convert the prospect into a paying customer, and to do that you must agree with the opportunity’s contact person on what is to be delivered, and for how much. In VOGSY you can generate a quote from an opportunity that you can then send to the customer.