Key Features of XOLBY Opportunities
Customizable Sales Pipelines: Tailor pipelines to your business with stages like New Lead and Closed/Won. Drag-and-Drop Interface: Easily move opportunities through stages. Automated Lead Assignment: Assign leads based on criteria like geography. Comprehensive Opportunity Tracking: Monitor each opportunity's history. Pipeline Analytics: Gain insights into performance with metrics. Stage-Based Automation: Trigger actions when opportunities move stages. Integrated Communication: Manage interactions within the platform. Win Probability and Forecasting: Assign probabilities for accurate forecasting. Custom Filters and Sorting: Locate opportunities with filters. Mobile Accessibility: Manage opportunities on the go.
Customizable Sales Pipelines for Any Workflow
XOLBY Opportunities lets you tailor your sales pipeline to match your unique business process. Easily define and customize deal stages—like “New Lead” to “Closed/Won”—for a pipeline that works the way you do.
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Drag-and-Drop Simplicity
Move deals through your pipeline with an intuitive drag-and-drop interface. Instantly visualize where each opportunity stands and make smarter decisions, faster.
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Smart Lead Assignment & Tracking
Automatically assign leads to the right team members based on workload, region, or other criteria. Keep track of every interaction, update, and milestone in one centralized timeline.
Automation that Moves Deals Forward
Trigger follow-ups, tasks, and updates as opportunities shift stages. With XOLBY’s stage-based automation, your sales process stays consistent, timely, and effective.
Real-Time Pipeline Analytics & Forecasting
Access powerful analytics to monitor conversion rates, deal velocity, and revenue forecasts. Use data-driven insights to fine-tune your sales strategy and maximize growth.
Integrated Communication for Seamless Follow-Up
Manage calls, emails, and texts directly from within the platform. All communication is logged under each opportunity so your team never misses a beat.
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