Clients & Opportunities
Manage all your clients' information from one place. Keep track of your history of communications, meetings and future opportunities.
Highlights
Search through your clients for an up-to-date view of all their activities with your organization. For each client, you can keep track of all their information. This includes documents you may have sent them, meetings, and tasks performed for them. This history is available at a glance so you don't have to worry about where to find it.
An "opportunity" is potential business with a current client or a potential client. Use conflux to track your opportunities as the move from a sales lead to an order. A snapshot overview of your opportunities will give you insight about the sales of your organization.