Download opportunities to a CRM friendly spreadsheet that you can use as your pipeline or easily upload to your CRM platform.
Download full opportunity records from any number of pages on our site straight into a CRM ready spreadsheet with the click of a single button.
This makes it possible to avoid the horrible copy and paste issue when tracking opportunities in your CRM. Simply download the spreadsheet and upload into your CRM for a fully updated pipeline. Since we get all new opportunities along with opportunity updates, your CRM can stay updated with minimal effort while helping your capture managers and business development team avoid a major headache.