Pre-Configured No-Code Solution

Opportunity Management

Our digital opportunity management solution centralises, tracks, and prioritises sales opportunities so teams can focus on the right deals, forecast more accurately, and close business faster. It sits within or alongside our CRM solution and give sales, marketing, and leadership a shared, real-time view of the pipeline.

Key Features

Pipeline and stage management

Visual pipelines with configurable stages, probability, values, and close dates to track each opportunity from initial qualification through to won/lost.

Opportunity and contact data

Central records for deal sise, products, stakeholders, activities, notes, and competitors, linked to accounts and contacts for a 360° customer view.

Task, reminder, and follow up automation

Automated tasks, alerts, and reminders (email, in app, SMS) to ensure timely follow ups and prevent deals from stalling.

Activity tracking and omnichannel comms

Logging of calls, emails, meetings, and social touches, with email tracking, call logging, and integrated communication channels.

Lead capture and qualification

Tools to capture leads from web forms or campaigns, qualify them, and convert them into tracked opportunities with standard fields and workflows.

Advanced analytics and intelligence

Forecasting and revenue prediction: Reporting and forecasting tools use pipeline data to project revenue and support planning and target setting.
Win‑rate and funnel analysis: Dashboards and reports highlight conversion rates, bottlenecks by stage, and performance by rep, product, or segment.
AI‑driven scoring and insight: We provide the option to use AI and machine learning to score opportunities, predict likelihood to close, and recommend next best actions or messaging.
Customer and segment insights: Analysis of behaviour and history to identify trends, refine targeting, and personalise offers and content.

Collaboration & workflow

Shared visibility and collaboration: Shared dashboards, comments, and activity feeds so sales, marketing, and managers can coordinate on key accounts and deals.
Standardised processes: Configurable stages, fields, and playbooks help enforce consistent qualification and progression criteria across the team.
Integration with other systems: Connectors to CRM, email, calendar, marketing automation, CPQ, and finance tools to reduce re‑keying and keep data in sync.
Mobile access: Mobile apps give field or remote sellers access to opportunity data and the ability to update deals on the go.

Key business benefits

Higher win rates and revenue: Prioritising high‑value and high‑probability deals, ensuring timely engagement, and reducing leakage in the funnel increases conversion and revenue.
Greater sales efficiency: Automation of data entry, follow‑ups, and reporting frees reps to spend more time selling and less time on admin.
Better forecasting and decision‑making: Reliable, real‑time pipeline data supports accurate forecasts and more informed resource allocation and territory planning.
Improved customer experience: A structured, well‑tracked process and full interaction history enable more relevant, responsive, and personalised engagement throughout the buying journey.

Strategic and organisational impact

Stronger cross‑team alignment: Marketing, sales, and customer success can work from a single view of opportunities, improving handoffs and campaign targeting.
Scalable, repeatable sales model: Standardised workflows and analytics make it easier to onboard new reps and scale best practices across regions and teams.
Continuous improvement: Ongoing analysis of pipeline data helps identify where processes, messaging, or offerings need refinement to sustain growth.

Pre-Configured No-Code Solutions

Quick Start Applications

While our No-Code platform offers the power to build completely bespoke solutions from a “green field” site, you don’t always need to start with a blank canvas. Kick-start your digital journey with our range of Quick Start Solutions.

These pre-configured, enterprise-ready solutions allow you to deploy proven functionality instantly. Whether you need to solve a single problem immediately or are looking for add-ons to a larger system, you can choose the path that fits your timeline.

Powered by Our No-Code Platform

Because this solution is powered by our core platform, you get more than just an application. You gain access to a powerful toolkit including a Visual Workflow Builder, Automated Document Creation, and Multi-Channel Notifications, allowing you to extend and adapt the system as your business evolves.

Visual process building

Design and manage business logic with an intuitive drag-and-drop interface, using a large library of pre-built activity blocks.

AI

From a visual workflow builder that allows you to create automations from a simple text prompt to an AI assistant that can run processes for you.

Truly no-code automations

Unlike competitor platforms that often require scripting, Builda allows you to build sophisticated automation without needing SQL or Python knowledge.

Flexible triggers

Initiate workflows automatically on a schedule, in response to user actions (like adding or editing data), or from another process.

Extensible & customisable

Easily extend the platform’s out-of-the-box functionality to meet your exact business requirements.

AI

AI

Book Demo