Every deal with its value and odds — know the month before it ends
A qualified lead becomes an opportunity with its value, stage, win probability and expected close date. Quotes come from it, and when you win, the customer becomes a contact and an account automatically.
- Weighted value for forecasts
- Lost reasons
- Quotes from the deal
From lead to won deal
Leads live in the CRM; an opportunity starts when there is a real request with a value. That keeps interest and deals clearly apart.
Convert a lead to an opportunity
One click on the lead creates the opportunity, marks the lead qualified and carries its company, mobile and e-mail into the deal.
Stages with win probability
Six ready stages, each with a default win probability, from first step to won or lost.
Value and close date
Each deal has its expected value and close date, so you know what should close this month.
Weighted value
Value × win probability — a realistic sales forecast instead of an optimistic total.
Lost reasons
When a deal is lost you write down the reason, and over time you see why deals slip: price, timing or competition.
Won = contact and account
Marking a deal "won" turns the lead into a contact and a company account automatically, with its full history.
The quote comes from the deal itself
No retyping: create the quote from the opportunity with the customer details already filled in, and send it on WhatsApp or by e-mail. Make as many versions as you need until the customer agrees.
- Customer details flow into the quote
- Send on WhatsApp and by e-mail
- Duplicate and adjust a quote quickly
Know what will close this month
The total of open deals is not enough — a deal in its first stage is not worth the same as one waiting for a signature. The weighted value multiplies each deal by its win probability, giving a realistic forecast per rep and per stage, and shows where deals pile up.
- Weighted value of open deals, and per rep
- Expected close date on every deal
- Win probability and lost reasons
Accounts, deals and quotes in one module
Leads and contacts are part of the core CRM. When your sales team grows, add the Sales module to your package: company accounts, opportunities, quotes and invoices — connected to calls, WhatsApp and the customer profile.
- Leads in the core CRM
- Accounts, deals and quotes in the Sales module
- Tax e-invoices that meet ZATCA rules
Frequently asked
What is the difference between a lead and an opportunity?
What stages and win probabilities come ready?
What happens when I win the deal?
Are opportunities part of the core CRM?
Does each rep see only their own deals?
Can I make several quotes for one deal?
Let customers reach you instantly
We set up a trial of the Klamna platform with your numbers and team, and show you how it organises calls and chats from day one.