Commercial Steps

Classify your potential projects by stage and manage them through your sales pipeline.

Fees calculator by phases

Start estimating your fees by phase and visualize the amount in details.

Opportunity details in OOTI

Fees proposals

Edit and export your proposal as PDF to send to your potential clients.

Opportunity creation window in OOTI

Create opportunities and start adding all the project details

Create opportunities before they become active projects in competitions or tenders.Start adding all the project details there before signing. Assign collaborators and start working on your opportunity.

back line
line back

Centralize all needed information.

To gain time, you need eveything in one place. Stop going from file to file. In a blink of an eye, capture important KPI related to your activity.

Opportunity graph in OOTI

The secret to your growth is in the data you're overlooking.

Maximise reach and impact with detailed dashboards on your potential projects. Track your performance, fees and probabilities with an eye on the budget used too !

Ensure future business
and make previsions to
take better business decisions

Opportunity pipeline in OOTI

Pipeline

View and manage your potential projects through the sales pipeline and classify them.
Proposals
Create and export all your fee’s proposals with the integrated text editor.
Fees
Start estimating your fees by phase, percentage of work or deliverables.
Fee proposal in OOTI
Tasks
Create tasks by priority and assign them to project members.
Financial forecasts in OOTI
Annual Goals
Set  a goal at the beginning of the year and follow it throughout.
Financial forecasts in OOTI
Tenders
Manage your competition’s progress and the potential revenue related.

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