OppTuna Features
General Features
- pure Web solution: nothing to install, works with any popular browser (IE7/8, Firefox, Safari)
- context-specific notes, attached documents, reminders, history on all resources
- automatic virus scanning of uploaded files
- quick search -- find most records in one click
- UTF-8 support for multi-byte international character sets
- simple, uncluttered, ajax-enhanced interface for maximum usability
- convenient bookmarkable, emailable URLs for all resources
- your own private database instance and custom URL
Lead Management
- import from spreadsheet
- import from multiple website forms
Opportunity Management
- best filter/sort interface in the biz
- multiple personalized custom views for Opp summary
- multiple Classes for different verticals, product lines, etc., each with separately configurable sales process (phases and milestones)
- probability-weighted values and totals
- unique Pipeline View shows progress vs milestones for all open Opps
Homepage Dashboard
- personalized choice of widgets and placement
- many personal, system overview, and management insight widgets available
- useful overview of the state of the pipeline; see at a glance what's hot, what needs attention
Account Management
- customer, prospect, vendor, and partner Accounts
- customizable Systems tab catalogs relevant equipment, software, etc. at customer's location
- Contracts tab catalogs current/pending/expired service contracts for customer
- import Account Contacts into Outlook or other email or contact management system
Support Features
- email notifications of incoming Issues
- integrated with optional Customer Portal
- customer-viewable and private (internal only) Issues
- private notes and attachments on customer-viewable Issues
Customer Portal
- customer portal access for Account Contacts
- customers can submit and track Issues
- add notes and attach documents
- update contact information
Configuration and Admin Features
- user roles and permission levels
- default and user-specific timezones
- configurable email notifications for important system activities
Marketing Features
- create, save, and export custom marketing lists from Leads and Account Contacts
- upload email lists to Constant Contact
- custom campaign-specific Lead fields
- online Lead capture from multiple website forms
- spam reduction features for website forms
- opt-out flag for Leads and Contact records


