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PT-BRYour sales process,
not ours
HOP Sales adapts to your sales cycle — fields, statuses, pipeline — and automates the way you always wished it could
A pipeline that mirrors your sales cycle
As many pipelines as you have deal profiles or client types. Your integrator names the stages the way your team calls them, ordered the way your team works.
The deal record adapts to the pipeline: each sales context displays its own fields and criteria. The rep sees exactly what's relevant for this deal — never a redundant field.
Multiple pipelines
As many pipelines as deal profiles or client types. Stages freely named and ordered, no limit.
Board view
All your deals at a glance, draggable from one stage to the next.
Adaptive record
The record changes with the pipeline. Qualification fields adjust to the context of each deal.
What you know about each deal
The pipeline stage says where a deal stands. Qualification says what you know about it: that's where real commercial intelligence is built.
The rep picks the pipeline that fits the prospect and/or deal profile: SPANCO for a structured cycle, BANT for quick qualification, or any model your integrator configures for your reality. Each pipeline carries its own qualification fields.
Those fields feed your dashboards: KPIs, charts, sales performance metrics. You build the views that make sense for your business — not generic reports imposed by the tool.
Structured cycle
Suspect, Prospect, Analysis, Negotiation, Conclusion, Order.
Suited to long sales cycles.
Quick qualification
Budget, Authority, Need, Timeline.
Ideal for qualifying inbound prospects or short cycles.
A model built for your business
Your integrator configures fields and criteria to match your reality. Multiple models can coexist depending on the prospect profile.
The right data, for the right people
Fields configured in deal records feed your dashboards directly. Numbers, percentages, charts, deal lists: each widget is built around what you actually need to see.
Sales management
Global view: revenue signed, closing rate, pipeline health, performance by rep. A dashboard configured by your integrator, visible only to authorised users.
Field rep
Their pipeline, their active deals, their follow-ups. Each rep sees their own data only — unless explicitly configured otherwise.
From need to signed order, without re-entry
Each deal can generate multiple quotes: by nature (software, services, hardware), by variant, or by version. Every quote is produced directly in HOP, versioned, and carries its own status: active, inactive, won, lost.
The product and service catalogue is the shared foundation: references, prices, terms. The rep builds quotes without re-entering what already exists.
Quote accepted? The invoice is generated automatically — no double entry, and full traceability between the deal and accounting.
Your referral partners, in the loop
Resellers, referral partners, independent agents: each one is a full contact in HOP — with their own record, rates, and statements.
Rate per partner
Each referral partner has a base commission rate defined on their record.
Refined by product
The rate can vary by partner / product or service type combination.
Adjustable down to the quote
If negotiation requires it, the rate can be modified at deal or quote level, subject to permissions.
Trigger of your choice
Calculate on signature, invoicing, or payment. Global setting overridable deal by deal.
Automation that knows your processWorkflow
The HOP workflow engine triggers on any change in any record — or on a time-based condition checked every day.
Follow-up reminder
A quote sent without a response automatically schedules a follow-up task in the responsible rep's agenda.
- Follow-up task created at D+7
- Quote signed before? Task cancelled
Stalled deal
A deal stuck at the same stage for too long is automatically flagged to the manager.
- Notification by email
- Or via Slack, or directly in HOP
Quote accepted
The rep is notified instantly. So is the referral partner, if there is one.
- Rep notification (Slack / email / HOP)
- Partner notification (email / extranet)
Your sales process deserves a tool that rises to it
A certified HOP expert near you handles deployment and configuration
Deployed by a certified partner · European infrastructure · Data outside US jurisdiction