Deal tracking

Exreach Opportunities

Track follow-ups without a generic sales board.

Track temperature, next steps, and status for deals that are not yet quotations.

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app.exreach.app/opportunities
Exreach opportunities list with temperature, follow-up dates, and status

What you get

What this module covers.

  • Temperature and status

    See which deals need attention this week.

  • Tied to companies

    Link opportunities to customers and contacts you already track.

  • Path to quotation

    Move from interest to a priced quote without re-keying context.

Related modules

Quotations and Projects Companies and Contacts Playbook

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