-
Who we help
-
Work in a different sector?
Whatever sector you work in, we have functionality that can help
Learn how we can support you
-
Software
-
Implementation & support
Our team of experts will guide you through every step of your journey.
Learn about our support -
What is training management software?
What training management software is and benefits for your training business.
Read TMS guide
-
What you get
-
-
Request a quote
Tell us about your requirements and receive a personalised quote
Request your quote today
-
-
Who we are
-
-
Resources
-
-
-
-
-
-
Customer Events
View and register your interest for our upcoming customer events
View upcoming events
-
- Contact
Opportunity management with accessplanit


Manage your sales pipeline with ease
A clear and simple view of incoming enquiries and opportunities
A clear and simple view of incoming enquiries and opportunities – this is what you get when choosing the Opportunity Management module. Effectively manage and grow your sales pipeline in an easy-to-use format for course administrators and sales professionals alike.
Book a demo with accessplanit

The benefits of using accessplanit's Opportunities Module
1.
Store your enquiries
Store all course enquiries, allowing for greater visibility, and set-up tasks for your sales team as soon as they come in
2.
Email your clients
Produce quotes and email your clients, directly from the Opportunity Management module
3.
Link enquiries to courses
Quickly link enquiries to particular courses making it super easy for sales to track and for customers to book on the event that they want!
4.
Filter your enquiries
Filter and manage enquiries based on the source, assigned user, related course, and more
5.
Minimise your admin
Book candidates directly through the Opportunity Management module allowing for a smooth customer journey and minimum manual administration
6.
Add opportunities to Dashboards
Create dashboard gadgets, and create tasks, allowing administrators and sales to view all their opportunities at a glance