Opportunity CRM Discount - Up to 30% off

Opportunity® CRM is a platform with BI and AI that helps sales and customer care manage customers, leads, offers, and more.L

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CRM

What is Opportunity CRM?


Opportunity CRM is a customer relationship management system that integrates business intelligence (BI) and artificial intelligence (AI). It utilizes a business process management (BPM) framework to seamlessly connect various modules, including lead and customer management, offers, and orders. Key features encompass a shared calendar with analytics capabilities, an advanced customer care and maintenance system, basic product lifecycle management (PLM) support for document processes, and a marketing intelligence system for data collection on customers and competitors. The platform emphasizes privacy and security across all devices and offers integrated, flexible BI tools.

  1. BPM-based backbone connecting all business processes
  2. Integrated BI, analytics, and predictive dashboards
  3. Highly customizable to unique company workflows
  4. Strong integrations, including Mailchimp and BI
  5. Web-based, desktop and mobile optimized access
  6. Advanced customer care, service and maintenance

Eligibility


Number of Seats/Users: Opportunity CRM offers discounts based on the number of users or seats. A higher volume typically leads to a better discount structure, especially for enterprise-level usage.

Commitment to a Long-Term Contract: Discounts are often provided to companies that commit to using the service for a longer period (e.g., 1-year or 3-year contracts). A longer commitment shows Opportunity CRM that the company is serious and willing to invest in the platform long-term.

No Active Discounts: Companies that are not already receiving other active discounts may have a better chance of qualifying for additional discounts from Opportunity CRM. Opportunity CRM reserves discounts for new customers or those not currently under promotional pricing.

Volume or Usage Commitment: Opportunity CRM offers discounts if you agree to a minimum amount of usage or transaction volume. This could be based on data storage, transactions, or other metrics tied to how much you will use the platform.

Enterprise-Level Negotiation: Companies that qualify as “enterprise” due to their size or complexity (e.g., having large teams, multiple departments, or geographical presence) may be eligible for additional discounts from Opportunity CRM. Such companies are often in a position to negotiate for better pricing.

Early Renewal or Prepayment: Opportunity CRM often offers discounts if you renew early or prepay for the entire contract period. This is a common approach to securing a lower price.

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Opportunity CRM - Up to 30% off

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Reviews


Here at Spendbase our internal data shows that Opportunity CRM is perceived very positively by Spendbase clients, with satisfaction consistently in the 4–5 out of 5 range and strong comments about flexibility and business impact.

From our side, the main themes look like this:

What Spendbase clients value most
– High flexibility & customization
– Adaptable to complex and unique processes (including public-funding and PNRR-type workflows).
– Tailor-made CRM flows built together with the vendor team.
– Integrated ecosystem
– Strong links with existing company systems, ETL processes and data cubes.
– Smooth integrations with tools like Mailchimp and BI platforms.
– Shared calendars, customer care, basic PLM, and marketing intelligence in one place.
– Business impact & analytics
– Predictive, “pre-invoicing” data that helps intervene before final results.
– Intuitive dashboards for admin and finance teams, easy report consultation.
– Better visibility on leads via service logs and clear pipeline views.
– Ease of use & adoption
– Described as “facile ed intuitivo”; sales teams trained in under an hour.
– Mobile-optimized web access appreciated for quick user management and order entry.
– Vendor support
– Frequent mentions of professional, attentive support and effective training.

Areas Spendbase clients say could improve
– User interface
– Aesthetic and usability could be more modern; existing clients note work is in progress.
– Performance & deployment
– Lead search by email reported as a bit slow.
– Deployment of new developments and adaptations can take time.
– Access model
– Being only online, without a dedicated app, is a minor downside for some teams.

Adoption patterns we see
– Often introduced as a replacement for failed CRM attempts that couldn’t match internal processes.
– Used heavily by:
– Sales and account teams (leads, orders, calendars)
– Admin/finance (invoices, reporting)
– Marketing (email campaigns via Mailchimp sync)

From a Spendbase discount perspective, our internal data shows that companies get the best value when they:
– Centralize as many CRM, care, and BI workflows as possible into Opportunity to avoid parallel tools.
– Negotiate around integration, customization hours, and training bundles, since these are high-usage areas.
– Plan for an initial adaptation phase of a few months and reflect that in contract terms and pricing.

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Beyond discounts, you may qualify for up to $100K in AWS credits.

FAQ


1. How can I apply a discount to an opportunity?

You can manually enter a discount percentage or amount for each item within an opportunity.

2. Is it possible to set up automatic discounts based on quantity?

Yes, you can create discount categories that automatically apply discounts based on predefined rules or criteria.

3. Can I apply different discounts to different products within the same opportunity?

Absolutely, you can customize discounts for each line item based on customer-specific pricing agreements or volume-based discounts.

4. Are there any restrictions on applying discounts to certain products?

Yes, you can mark specific products or services as non-discountable to prevent any discounts from being applied to them.

5. How do I ensure that discounts are applied correctly in my CRM system?

Ensure that your discount lists and price lists are properly configured and that the currencies match to avoid errors.

6. Can I offer different tiered pricing for different customer segments?

Yes, you can set up tiered pricing structures that offer varying discounts based on customer segments or order quantities.

7. Is it possible to apply a discount to an entire opportunity at once?

Yes, you can apply a discount across all items in an opportunity by using the 'Reset Discounts' action.

8. How do discounts appear on customer-facing documents?

Discounts are displayed on document layouts, showing the discount percentage for each line and totaling the discount at the bottom.

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