Optimize your sales process and effectively manage opportunities.
Sales Funnel Management
Orca SaaS's powerful sales funnel management system allows you to track all opportunities and increase conversion rates.
Sales Stages
Default sales stages:
- First Contact: Initial communication with potential customer
- Qualified Lead: Potential customer with identified needs
- Proposal Preparation: Creating custom proposal
- Negotiation: Discussing price and terms
- Closing: Finalizing the deal
Creating Custom Stages
Add custom stages that fit your sales process:
- Go to Settings > Sales Funnel menu
- Click 'Add New Stage' button
- Define stage name, color and order
- Set stage transition rules
Opportunity Cards
Create detailed cards for each opportunity:
- Customer information
- Deal value and probability
- Related documents
- Activity history
- Notes and reminders
Automated Workflows
Automate repetitive tasks:
- Automatic email sending on stage changes
- Task assignments
- Reminder notifications
- Reporting
Analytics and Reporting
Measure your sales performance:
- Conversion rates
- Average sales time
- Drop rates per stage
- Revenue projections