Opportunity Management
Bridge the gap between sales and projects
Say no to communication breakdowns. Keka’s opportunity management connects sales and project teams, so
everyone’s on the same page from start to finish.
opportunity Tracking
Stop switching: Track every deal and project in one place
With Keka, there’s no need to switch between your CRM and project tools. Track everything in one place and create custom deal stages with conversion probabilities.
Estimations
Plan your deals with precision: Estimate costs, timelines, and margins
Conduct detailed task and resource estimations for every deal before it converts into a project.
Gain accurate predictions for costs, margins, resource requirements, and timelines, ensuring precise planning.
Documents
Manage all your project information at one place
No more digging through multiple email threads for project documents! Store all your agreements, SOWs, and specifications at the opportunity level for easy access and retrieval.
Estimations
Collaborate with experts for precise estimations
Some projects need experts from various fields for accurate planning and estimation. With Keka PSA, you can invite functional experts from your organization to help analyze the scope of work and provide precise estimates.
Opportunity to project
Convert opportunities into projects with one click
Keka PSA makes it easy to convert opportunities into projects with a single click, saving you time and effort by eliminating double data entry.
Analytics
Optimize your funnel with insightful dashboards
Stay on top of every stage, from finding new prospects to closing deals.
Easily identify which opportunities come from new prospects versus existing clients.
Easily track revenue from different geographies and practice areas.
CRM Integrations
Integrate with your existing CRMs with ease
Keka lets you easily integrate with your existing CRMs, so you can seamlessly track opportunities without any double entries.
Everything you need to scale your business, all at one place!
From tracking new project opportunities to aligning resources and managing billing, handle it all on one platform.
Start growing with Keka today
Handle all aspects of your business with our PSA platform, suitable for companies of any size.
Seamlessly track projects, align resources, and manage billing on a single platform, removing the need to switch systems.