ManageB2B Cloud Computing ERP is the next generation business platform with built-in CRM and SFA for subscription or purchase. ManageB2B ERP, enterprise resource planning is designed for B2B/SMBs.

Opportunitie & Project Manager

Opportunities & Projects - a project to your Contact is an Opportunity to you. ManageB2B supports your sales organization with the Opportunity Manager. At the first hint that a customer or prospect has a need, you can enter it for tracking, time management and updating the probability % of closing the sale. When it moves to the Proposal / Quote stage, one mouse click gets you there. This module holds the data that you gather for understanding what the Customer needs, in order to arrive at the perfect solution from you.

Use this module for:

  • Notes regarding the Project
  • Action Items and Due Dates (Time Manager)
  • Account Pipeline
  • Sales Forecast
  • Credit Approval by the back office
  • Sales Management Approvals (configurable)
Front Office - Sales Back Office - Finance
CRM: Leads - Contacts - Accounts MRP - WMS - Inventory
Special Sales Items Procurement
Opportunities & Projects SO Process & Backlog
Price List & Inventory Invoice & Deferred Rev.
Sales Proposals & Quotes Accounts Receivable
Sales & Service Orders - SO Business Reports (BI)
Sales & Inventory Forecast Sales Tax Records
Sales Commissions Accounts Payable
Service, Support & RMA G/L - Fixed Assets - Dashboard
eCommerce - Integrated ERM Administration