Move sales opportunities towards a sale

See what remains before the sale.

See where each enquiry stands and what remains before a decision. ONE LOOP connects your maintained sales stages with ownership and next tasks.

Discuss this solution See the journey

What makes a good customer interaction.

Research on timely responses and relevant customer care.

expect interactions tailored to them: 71%; Respondents expect personalised interactions as part of the customer experience.; McKinsey Next in Personalization · US consumer survey, 2021.
Personalisation study (opens in a new tab)
the chance of a meaningful sales conversation: ≈7×; When following up within an hour rather than an hour later.; 1.25 million online enquiries, US · 2011. A conversation with a buying decision-maker.
Lead response study (opens in a new tab)

From enquiry to decision.

Your team sees opportunities by stage.

Organise enquiries into your sales stages. The overview shows where conversations and offers remain open.

Example: Enquiries are arranged in enquiry, conversation and offer stages. — Illustrative example · configured for your customer journey.

Each opportunity has a next step.

Keep the stage and owner current. Notes and tasks help your team know what needs doing next.

Example: An open opportunity shows its offer stage and owner. — Illustrative example · configured for your customer journey.

The sale is recorded deliberately.

Record a won or lost opportunity once the decision is clear. A configured workflow can then prepare customer handover.

Example: An opportunity marked as won leads to customer handover. — Illustrative example · configured for your customer journey.

Keep the path to the sale in view.

See opportunities through to the sale.

The maintained overview shows which enquiries are in conversation, at offer stage or already decided.

Example: A sales opportunity moves from offer to completion.

Spot where a decision is pending.

Open offers remain visible in their stage so your team can follow up appropriately.

Example: An open offer stays connected to a planned follow-up.

Make the next sales step clear.

The task and assigned owner show what needs to happen next for each opportunity.

Example: A follow-up has an assigned person and a next step.

Prepare meetings with the current context.

Contact details and notes help tailor advice and offers to recorded needs.

Example: Customer details prepare a booked consultation.

Connect the sale with a good customer start.

An opportunity recorded as won can start a configured handover to your customer care team.

Example: A welcome message connects customer onboarding and team handover.

Simplified examples, not live account data.

Start with your own customer journey.

We map your sales stages and ownership. Then we define tasks and handovers and test the journey from a new enquiry to a recorded decision.

Your questions, answered.

Does a Won status mean payment was received?

No. It records your sales decision. Payment must be recorded and checked separately through the relevant payment route. We deliberately configure any connection you need.

How do we get started?

We map your sales stages and ownership. Then we define tasks and handovers and test the journey from a new enquiry to a recorded decision.

Can my team continue the process?

Yes. We agree who handles each request and which details that person needs. Messages, tasks and ownership are configured to fit. Your team remains responsible for personal advice and decisions.

What needs setting up before launch?

We check the required features and connections in your account. Together, we review permissions, message templates and any usage costs. Then we test the complete journey with a sample contact.

Make your next customer interaction count.

We’ll show you how this solution fits your business and your team.

Discuss this solution