WeOpportunity

Lead, Prospect and Account Management. WeOpportunity is web browser-based with a complimentary Lead App for iPhone or Android Users.
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Record Opportunities

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Distribute Leads

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Track Progress

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Manage Sales

WeSuite Go! Mobile Lead App

Stay Connected to your WeOpportunity database while on-the-go with our companion app! WeSuite Go! is included in your WeOpportunity subscription at no additional charge. Perfect for iPhone or Android users. Download WeSuite Go! today.

 

Customizable Visual Dashboard

I want to let you guys know how much we like the new WeSuite Go! app.  It’s super functional and helped us so much in increasing efficiency and work flow.  Great job on this one guys!!! 

Shawn Sharp

Owner, Kingdom Security LLC

Very easy to use! I see my sales staff using the app everyday!

Keith Schexneider

Managing Partner, Acadiana Security Plus

Great button placement and intuitive interface!

Andrea Fairbanks

Sales Administrator, Wilsons Security

Access Sales Data Quickly

  • Centralized sales data
  • Automate lead generation
  • Lead source 
  • Market tracking
  • Product/service tracking
  • Record estimated budget
  • Pipeline percentage
  • Pipeline stage definition
  • Record estimated project date
  • Opportunity status
  • Account dashboard
  • Contact management
  • Lead passing
  • Individual User dashboards
  • Real-time data

Create Detailed Leads

Record lead origin, source, market, type of sale, budget, estimated installation date, products, services, notes & even schedule an appointment before passing the Lead to either a group or to a sales person.

Lead Summary Sent to Sales Team

Open an existing Lead or record new detail, create notes, update products & services, add tasks & schedule information. Record sales stage, budget and project installation date.

Record, Track & Prioritize

Open an existing Lead or record new detail, create notes, update products & services, add tasks & schedule information. Record sales stage, budget and project installation date.

See Your Sales Team’s Appointments

See scheduled tasks and appointments for existing Leads & Opportunities by person, office, region. Hover over any item and detail appears. Same information goes to Outlook.

Turn Opportunities into Quotes!

When you change the Lead status to RFQ (Request for Quote), WeOpportunity automatically passes to WeEstimate, ready to create the job.

Reach out. We'd love to chat.

We’re always happy to talk about your sales process. Get in touch and start the conversation. 

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