Opportunity Management
No more gaps
between sales and delivery teams
Facing handoff headaches? Not with us. Keka ensures your sales and project teams stay in sync, ensuring smooth transitions from deal to delivery.
OPPORTUNITY TRACKING
Stop switching: track every deal and project in one place
Why juggle between your CRM and project tools? With Keka, track everything in one place—from deals to delivery. Customize deal stages, set conversion probabilities, and keep your entire workflow under one roof.
DEALS
Plan your deals with precision: estimate costs, timelines, and margins
Take the guesswork out of deal planning. With Keka, you can conduct detailed task and resource estimations before a deal even becomes a project. Get accurate predictions for costs, margins, resource needs, and timelines—so every project starts on solid ground.
DOCUMENTS
Manage all your project information at one place
No more digging through endless email threads or scattered files! With Keka, you can store all your agreements, SOWs, and project specs right at the opportunity level. Quick access, easy retrieval, and everything you need—all in one spot.
ESTIMATIONS
Collaborate with experts for precise estimations
Some projects need more than just a good guess. With Keka PSA, you can bring in functional experts from across your organization to analyze the scope of work and provide spot-on estimates. Accurate planning has never been easier.
OPPORTUNITY TO PROJECT
Convert opportunities into Projects with one click
No more double data entry. With Keka PSA, turning an opportunity into a project is as easy as clicking a button—saving you time and keeping things moving smoothly.
ANALYTICS
Optimize your funnel with insightful dashboards
Stay on top of every stage, from prospecting to closing deals. With Keka’s dashboards, you can:
- Quickly spot which opportunities come from new prospects vs. existing clients.
- Track revenue by geography and practice areas with ease.
- Keep your entire sales funnel in clear view, so you know exactly where to focus.
CRM INTEGRATIONS
Integrate with your existing CRMs with ease
Already have a CRM you love? No problem. Keka seamlessly integrates with your existing tools, letting you track opportunities without the hassle of double entries. Everything stays connected, so you can focus on closing deals, not managing data.
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