More Than Just Customer Management
Conrep’s Customer Management module isn’t just for tracking current clients—it’s a powerful CRM platform that enables your team to:
- Capture and nurture leads from first contact through qualification
- Track interactions, emails, and follow-upsacross the sales team
- Convert qualified leads into opportunitiesfor new or existing customers
- Collaborate across teamsto win more staffing projects faster
Whether it’s a net new account or a new opportunity with an existing client, Conrep gives you the tools to track, manage, and close deals efficiently.
End-to-End Opportunity Lifecycle
Manage the full sales journey in one place:
- Lead Conversion:Lead Conversion: Seamlessly convert leads into qualified opportunities without data loss
- Opportunity Stages: Customize sales stages—e.g., Qualification, Proposal, Negotiation, Closed-Won
- Lead Conversion:Lead Conversion: Seamlessly convert leads into qualified opportunities without data loss
- Client & Contact Linking:Associate opportunities with accounts, decision-makers, and recruiters
- BDM Collaboration: Assign multiple team members or recruiters to a single opportunity
Smart Sales Tracking
- Pipeline Visualization:Real-time view of open deals by stage, owner, region, or client
- Revenue Forecasting:Project revenue based on deal size, probability, and close date
- Activity Logging: Track all calls, emails, meetings, and follow-ups tied to each opportunity
- Reminders & Alerts: Set automated follow-up tasks and receive alerts for stalled opportunities
Integrated Deal Management
- Document Storage: Attach contracts, proposals, SOWs, and NDAs directly to each opportunity
- Notes & Collaboration: Keep internal notes, tag colleagues, and streamline handoffs
- Custom Fields & Workflows: Tailor opportunity screens to match your sales process
Reporting & Insights
- Opportunity pipeline by customer, recruiter, or vertical
- Win/loss analysis and deal aging reports
- BDM and sales team performance tracking
- Drill-down reports by region, client, or project type
Built for Staffing Sales Cycles
- Staffing sales are unique—Conrep understands that. Whether your BDM is working a new tech requisition or expanding into healthcare staffing with an existing client, Conrep’s CRM and Opportunity Management ensures they stay organized, proactive, and ahead of the competition.
Why Choose Our Opportunity Management?
- Seamless Integrations:Fully integrated with your ATS, Job Requisition, and Timesheet modules
- Syncs with email and calendar for logging communication
- Share data with payroll and billing teams for accurate project setup after deal closure
Ready to Supercharge Your Sales Process?
Book a demo and see how Conrep’s Opportunity Management can streamline your sales pipeline, from first contact to signed contract.