Opportunity Tracking
Track and manage opportunities with enriched relationship insights, integrate with tasks, and benefit from simple pipeline status reporting.
Opportunity Tracking
Opportunity tracking helps program managers create and maintain information about contacts and relationships so they can act on appropriate triggers.
Enquire Opportunity Tracking provides the ability to create a pipeline view of opportunities so they can be tracked and managed. Data is provided including engagement status, and opportunity triggers can be configured to incorporate actions, reminders and alerts.
With this information program managers can connect opportunities to tasks or events to create new relationships, connect suppliers and customers, and support, including triggering actions or reminders.
Opportunities can be filtered, reported and integrated with other Enquire services to help facilitate communication, invite to make submissions or other processes.
- Configure data for tracking on contacts
- Align tasks, events, or actions for contacts
- View pipeline report on status, actions or events
Opportunity tracking can be used to maintain and manage lists of contacts that might be applicable for an upcoming grant, suppliers for project deliver or procurement needs, or building new networks to advance program goals.
Key features
Enquire makes managing funded projects and impact reporting easy with a wide range of ready to use no-code features that streamline administration, improve program visibility and automate reporting management.
Business Process Management
Budget and Finance
Template and Data Configuration
Contacts and Clients
Performance and Reporting
User and System Management
Key Features
Enquire makes managing grant, contract and impact reporting easy with a wide range of ready to use no-code features that streamline administration, improve program visibility and automate reporting management.
Template and Data Configuration
User and System Management
You are in good company
The Enquire difference
End to end lifecycle management
Enquire connects the dots throughout your lifecycle management with purpose-built processes to keep your programs running smoothly – from application, to assessment, to acquittal. With a powerful e-form builder to collect the information you need and business process workflows to speed up processes such as project reviews, document management and client reporting, Enquire makes end-to-end project delivery a breeze.
Configurable and scalable
Enquire is adaptable and configurable to changing business processes and battle-tested to get your programs off the ground fast, scaling up and down based upon your organisational requirements. Configure templated notifications, workflows and automations to streamline your programs and maximise their efficiency – reducing the time, money and effort of developing project assets.
User-centric cloud solution
Enquire’s cloud based no-code design and simple interface account for a range of end users – from program managers to non-profit staff and applicants. With access split between an internal management portal and external client portal, intuitive navigation is baked into every function and Enquire’s forward facing design supports all users as they complete their applications, reports and assessments.
Outstanding reporting capabilities
Take complete control of the narrative around your organisation’s impact with configurable and targeted reporting indicators. Enquire was purpose-built to effectively communicate how funding is spent in government and for-purpose programs – going beyond the dollars by linking costs to tangible outcomes that our users define. We enable organisations to tell compelling stories about the good they do, helping them secure future funding to expand their impact and deliver greater community outcomes.
Enhanced collaboration
Understanding the relationship between funding organisations and their applicants, Enquire supports all users to get more done together. Scheduled or automated notifications, workflow comments, and emails and alerts streamline communication with beneficiaries and stakeholders for complete transparency. Roles-based permissions and auto-reconciling information increases auditability and data accuracy.
Best practice standards
Enquire practices a collaborative and involved working relationship with our clients, resulting in 15+ years of client feedback-based and industry best practice development. We simplify all of the complex client-facing processes that create bottlenecks throughout the project lifecycle, rather than applying patchwork updates to individual processes like most overspecialised prosumer vendors.
Do more with integrations
Enquire is adaptive and ready to use with your existing systems, including Microsoft Office and other tools. With financial management and additional integrations, a natively responsive design ensures users can access all their information they need across mobile, tablet and desktop from their web browser.
Full support and training
Training comes customised to your organisation’s needs either in-house or web-based. You can request training as part of the Enquire program implementation or on an as-needed basis. Support is available 24/7 through the Tactiv Client Support services help desk. Software upgrades are included with standard support.
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© 2023 Tactiv Pty. Ltd. | All rights reserved. Enquire® is a registered trade mark of Tactiv Pty. Ltd.
© 2023 Tactiv Pty. Ltd. | All rights reserved. Enquire® is a registered trade mark of Tactiv Pty. Ltd.
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