Pipeline and Referral Tracking              << Back to Overview <<

CAPITAL*Base enables sales officers to track opportunities from initial inquiry through account opening using either a standard sales process or one customized to suit your firm’s needs. View and report on all your open opportunities so you always know where you stand.

• Manage all key opportunity data for maximum sales productivity and effectiveness.
• Utilize the built-in Sales Process or customize it to suit your specific business needs.
• Launch Fee Exception Request Form from the opportunity and streamline the process.
• View all sales opportunities at once or filter by prospect name, organization, Status, or Potential Amount.
• View Opportunity Snapshot and e-mail key summary data to managers with one click.
• Launch activities such as literature requests, e-mails, proposals or custom forms.
• Choose from one of the 20+ pre-formatted Pipeline Reports.