Kroolo CRM · Opportunities
Opportunity management, with the full picture of every deal.
Track value, stage, stakeholders and next steps for every opportunity. AI keeps notes and risks up to date so nothing slips before the close date.
Why Opportunities
Know where every deal really stands.
One record per deal
Value, stage, contacts, files, quotes and activity sit together on one page.
Win-chance insight
AI estimates the chance to close from activity, stage age and deal size.
Buying committee map
See who is involved, their role and when you last spoke with them.
Next-step reminders
Every opportunity has a next action, and stalled deals are flagged automatically.
Meeting notes to updates
Call summaries become notes, tasks and field updates without retyping.
Connected to the work
Link an opportunity to the Kroolo project that delivers it once it is won.
One record
Everything about the deal in one place.
Value, stage, contacts, files, quotes and conversations live on a single page, so no one has to ask for an update.
Activity timeline across email, calls and meetings
Files, quotes and notes attached to the deal
Custom fields for your sales process
Linked to the project that delivers it
People
Map the buying committee.
See who is involved, what they care about and when you last spoke. Single-threaded deals are flagged early.
Roles: champion, economic buyer, blocker
Last-touch date for each contact
Relationship strength at a glance
Suggested contacts to add
Risk
Catch risk before the quarter does.
Kroolo watches every open deal and tells you what is slipping, with the reason and a suggested fix.
Stalled-deal and no-next-step alerts
Close-date slippage tracking
Competitor and pricing mentions from calls
Manager view of deals needing help
Kroolo AI
Summaries that write themselves.
Kroolo AI turns calls and emails into notes, risks and next steps, and updates the deal for you.
Summarises any deal in seconds
Updates fields and tasks from call notes
Suggests the next best action
Summarise Helio Foods and what is blocking it.
Helio Foods · $46.5k expansion. Legal approved terms on Oct 24. The blocker is a missing security questionnaire, requested by their IT lead. No reply for 12 days. Suggested: send it today and offer a 20 minute walkthrough.
Create taskDraft emailAdd to review
Built for the whole team
One system, every role.
Sales rep
Spend time selling, not updating.
Notes, fields and tasks fill themselves from calls and email, and every deal shows its next step.
Sales manager
Coach on the deals that matter.
Open any deal, see the history and risk, and leave guidance right on the record.
Customer success
Pick up where sales left off.
Won deals hand over contacts, scope and promises, so onboarding starts informed.
Why teams switch
Less admin, more selling.
How it works
Three steps, no spreadsheets.
1
Create
Convert a lead or add a deal with value, contacts and a close date.
2
Progress
Move stages, attach quotes and log every touch in one timeline.
3
Close and hand off
Mark it won and kick off onboarding as a Kroolo project.
FAQs on Opportunities
More in Kroolo CRM
CRM overviewExplore
More from Kroolo CRM
- Visual Sales Pipeline and ForecastDrag deals across stages on a visual board, forecast by stage and spot at-risk revenue early, with one live view for managers and reps.
- Quotes, Approvals and E-SignatureBuild quotes from your product catalogue, route discounts for approval and collect e-signatures, with every version tied to the opportunity.
- Sales Analytics and Live DashboardsLive dashboards for pipeline, win rate, cycle time and forecast. Ask a sales question in plain language and get a chart you can share.
- Billing and Invoicing from Signed DealsCreate invoices from accepted quotes, schedule recurring billing and chase late payments automatically, so sales and finance see the same numbers.
- Lead Capture, Scoring and RoutingPull leads from forms, email, events and imports into one list. AI scores each lead, removes duplicates and routes it to the right owner in seconds.