CRM & Sales / Opportunities
Keep every opportunity moving toward a decision
Mojeep connects an opportunity to its customer, owner, stage, value, activities, and quotes so the team can review the next step and decision context.
Qualify
Sales owner
Proposal
Sales owner
Follow-up
Sales owner
Purpose in your workflow
What is Opportunities?
Opportunities focuses on a particular deal’s pipeline and value. Sales connects leads, communication, quotes, and follow-up into the wider process.
Capabilities for everyday work
Pipeline stages
organize deals around the way your sales team works.
Value and currency
record expected amounts with their currency.
Ownership and timing
set the owner, expected close date, and next step.
Quote context
connect a commercial proposal to the deal and customer.
How it works
- 1Qualified lead
- 2Deal & stage
- 3Activity & quote
- 4Recorded outcome
Illustrative business workflow
From inquiry to clear follow-up
After qualifying a fictional inquiry, the team creates a deal with a value and owner. It records a meeting and next step, then links a quote to the opportunity. Stage changes reflect actual progress rather than scattered conversation updates.
How AI assists
Permitted deal tools let agents use sales context and perform specific changes. Follow-up and decisions remain subject to organization permissions.
Explore Mojeep agentsConnected work, clearer follow-up
Clear records, steps, and ownership help teams avoid repeatedly gathering information and hand work over with context. Use the capabilities and workflow above to identify what fits your organization.
Permissions and reviewable controls
Access follows organization scope, user roles, and permissions. Agent actions depend on tool enablement and approval policy; supported execution and audit records help teams review changes. Verify access before expanding use.
Related products
Leads
In Mojeep, a lead record connects the inquiry source, need, status, and follow-up owner; sales reviews qualification before creating an opportunity.
Quotes
Mojeep lets sales teams create quotes linked to a customer and opportunity, select catalog items and a price list, and review totals, versions, and approval status.
Sales
Mojeep connects leads, opportunities, conversations, activities, and quotes in the sales workflow; configured agents can assist without replacing employee ownership.
Analytics
Mojeep analytics brings together available organization data on usage, leads, opportunities, orders, support, SLA, and CSAT for the selected reporting period.
Frequently asked questions
Do opportunities support stages and owners?
Yes. Deals can be organized by pipeline, stage, and owner.
How are values in different currencies presented?
Currency is stored with the deal value; analytics separates values by currency.
See how Mojeep fits your team
Discuss the workflows, data, and permissions you need, and review the product experience with the Mojeep team.
Book a demo