Won
A won outcome is recorded; creating a Customer remains a separate handoff.
ERPX CRM / Opportunities
Sales pipeline software that continues into quotations and orders
ERPX CRM is sales pipeline software for B2B teams. Each opportunity carries an amount, probability, expected closing date and sales stage, and the pipeline continues into ERPX Sales quotations and orders instead of stopping at a won deal.
In the CRM journey
What is opportunity management in ERPX?
Opportunity management is tracking each potential deal from first interest until it is won or lost. In ERPX, an opportunity is a deal with a Lead, Prospect or Customer. Its Sales Stage sets its status, and every stage change is recorded with the time spent in the previous stage.
Deal discipline
Sales pipeline management built on stage, amount and probability
Opportunities belong to a Lead, Prospect or Customer. The stage, expected closing date and amount make each deal useful to the seller and the pipeline report.
Sales stage and outcome
The deal moves with its stage
- 01
Open
Prospecting and qualification
- 02
Quotation
Proposal and commercial offer
- 03
Negotiation
Terms under review
- 04
Won
Commercial decision reached
Deal record
Amount × probability = weighted value
Expected closing, currency, owner, territory and optional item lines keep the weighted value tied to a real commercial opportunity.Lost
Reason and competitors give the outcome meaning in pipeline analysis.
The deal workspace
Move from pipeline view into the deal behind the number
A seller sees the stage and owner in the pipeline, then opens the linked party, amount, probability, timing and item context.
- Lead, Prospect or Customer party
- Amount, probability and expected closing
- Stage history, owner and territory
OpportunitiesOpportunity pipeline and deal detail in ERPX CRM.
In detail
How Opportunities works
Opportunity management
One record for the party, the value and the items.
Create an opportunity from a Qualified lead, or directly for a Prospect or Customer. Set the amount, probability (0–100), currency and expected closing date, and add item lines with quantity, UOM and rate.
- Item total fills the amount when no amount is typed
- Contact, territory, industry and market segment for reporting
- List view and a Kanban board by status
CRM pipeline management
Stage-driven status with a full stage history.
Prospecting sets Open, Proposal/Quotation sets Quotation, Negotiation/Review sets Negotiation, Closed Won sets Won and Closed Lost sets Lost. Qualification and Needs Analysis are also in the standard set, and you can add your own stages.
- Stage changes record who, when and time in the previous stage
- Mark as Lost records a lost reason and competitors
- A Lost deal can be reopened; Closed is final
Pipeline reporting
Weighted pipeline, win rate and average deal size.
The Sales Pipeline report shows total and weighted pipeline, total opportunities, win rate and average deal size, with value by stage, a trend and top opportunities. The Sales Funnel counts Active Leads, Opportunities, Quotations and Converted.
- Weighted pipeline adjusts each deal by its probability
- Lead Lifecycle traces one lead from enquiry to quotation
- Export to PDF, CSV or PNG for review meetings
Pipeline to order
Your sales pipeline continues into quotations and orders.
Winning a deal does not create a customer by itself. Convert to Customer is a separate, duplicate-safe step. The team then raises a Sales Quotation in ERPX Sales, negotiates it line by line, and converts the Agreed lines into a Sales Order.
- Converting again returns the existing customer
- Quotations can also go to a Lead or Prospect directly
- Agreed price is locked on the Sales Order
Worked example
Example: how one export deal is weighted in the pipeline
A buyer asks for a USD 40,000 order. The owner updates the stage and probability as the deal moves. Figures are illustrative.
| Sales stage | Probability set by the owner | Weighted pipeline value |
|---|---|---|
| Qualification | 30% | USD 12,000 |
| Proposal/Quotation | 60% | USD 24,000 |
| Negotiation/Review | 80% | USD 32,000 |
| Closed Won | Outcome recorded | Leaves the open pipeline; the team converts the customer and raises a Sales Quotation |
Each stage change is kept in the history, so time in stage and win rate come from recorded movement.
Connected work
Where this record connects
Each part of ERPX CRM keeps its own purpose while preserving the relationships needed by the rest of the journey.
Leads
Lead management software that gives every enquiry an owner, territory, source and follow-up date, and converts only Qualified leads into opportunities.
ExploreProspects & Contacts
Contact management with one record per person, contacts created from leads automatically, and prospects that group the people and deals at one company.
ExploreCRM Reports
CRM reporting on total and weighted pipeline, win rate, the sales funnel and each lead’s lifecycle from first enquiry to Sales Quotation.
ExploreBuyer questions
Questions about Opportunities
What is sales pipeline software?
Sales pipeline software tracks open deals by stage so a team can see what is likely to close and when. ERPX CRM tracks each opportunity’s amount, probability, expected closing date and sales stage, then reports total and weighted pipeline. Won deals continue into ERPX Sales quotations and Sales Orders in the same system.
How is an ERP sales pipeline different from a CRM-only pipeline?
A CRM-only pipeline ends when a deal is marked won, and the order is created somewhere else. In ERPX, an opportunity moves into a negotiated Sales Quotation in the same system, and the agreed lines become a Sales Order that drives delivery, invoicing and, where needed, production or a letter of credit.
Can I see what a won opportunity turned into?
Yes. The CRM Transaction Chain report starts from a lead, prospect or opportunity and follows the related CRM records, the converted customer and the Sales Quotations it produced. From there, the Sales Transaction Chain continues to the orders, deliveries and invoices, so you can prove where a piece of business came from.
How does ERPX calculate weighted pipeline?
ERPX adjusts each active opportunity’s amount by its probability and adds the results. A USD 10,000 deal at 40% contributes USD 4,000. The Sales Pipeline report shows weighted pipeline beside the raw total, so a large gap between the two tells you the pipeline is thinner than it looks.
Can I create an opportunity without a lead in ERPX?
Yes. An ERPX opportunity can be created directly for an existing Customer or Prospect. For a deal that arrives with no lead, such as a phone call to a manager, Create Lead and Link creates the lead and its contact at the same time. The guarded route from a lead requires the Qualified status.
Does winning an opportunity create a customer in ERPX?
No. Mark as Won closes the deal and moves the stage to Closed Won, but the customer is created separately with Convert to Customer. That step is duplicate-safe: converting a lead that already has a customer returns the existing one. Once the customer exists, ERPX Sales can raise the quotation and Sales Order.
Can ERPX record why deals are lost?
Yes. Mark as Lost in ERPX asks for a lost reason from your Lost Reasons list and lets you record competitors. Both feed win and loss analysis in the Sales Pipeline report. Reopening a lost opportunity clears these fields, so log a note first if you need to keep that history.
Can an ERPX opportunity be in a foreign currency?
Yes. Each ERPX opportunity holds its own currency alongside amount and probability. Export deals in USD or EUR and domestic deals in your company currency can be tracked in the same sales pipeline, and the currency carries over when a Qualified lead is converted to an opportunity.