Pipeline Management & Deal Origination
BizProSys/CPMS allows your marketing staff to track potential deals for existing and prospective clients in a pipeline database. It also allows them to track all of the relevant details on these deals, to check them against your risk asset/product filters and to automatically move them seamlessly into the client's file if the deal is pursued. The database information can then be used for important MIS purposes, such as to determine how many potential deals offered to your company were actually done. These deals can then be monitored and reported upon as you like.