CRM and Lead Generation

Datalyse allows you to generate and/or manage sales opportunities, identifying potential contacts for our business or the service we can offer and advising them throughout the sales process.

Create business opportunities

Study and analyse interested contacts in advance to shape the sales process and accelerate the closing of deals.

Los states of opportunityThe "Opportunities" section allows us to have a structured follow-up of our opportunities so that we do not miss any process or any opportunity. It allows us to have a visual scheme for decision making.

The fields and properties are the relevant contact information that we can see at every opportunity. In Datalyse you can customise your fields according to your needsThis option allows you to edit and create fields for: contacts, companies, opportunities, tasks and budgets.

OPPORTUNITY CREATION

For companies and/or contacts

Not all companies work in the same way, that's why Datalyse CRM has designed the possibility to create sales opportunities in several locations within our platform.

Create different pipelines of opportunities

In Datalyse you can create different process tables from the Start package. If you have different operational and business processes in your company, from Datalyse you can reproduce them through multiple Pipelines.

Customisable properties

Fields and properties are the relevant contact information that we can see in each opportunity. In Datalyse you can customise your fields according to your needs; this option allows you to edit and create fields for: contacts, companies, opportunities, tasks and budgets.

Reports and graphs

Datalyse can generate its own graphs with information about what is happening on the platform. These graphs can be simple or compound, for example to see in a graph the status of opportunities by agent or to see the status of opportunities by closing date and agent.

Create automations for opportunities

Datalyse has the possibility of programming actions based on the time of creation of the opportunity and its status, which is an extra help for the user with the aim of closing the sale in less time.