Opportunity Manager™ is cloud-based retail sales and operations software from Opportunity Interactive for the residential and commercial home services industry, with a particular focus on HVAC contractors. It emphasizes an end-to-end workflow from leads and sales proposals to installation job packets and management reporting, aiming to bring sales teams, installers, technicians, office staff, and business owners into one standardized sales and delivery process.
The product centers on a structured sales process and quote/proposal creation. Sales reps can use interactive presentations to involve customers in the estimating process. Quotes are generated from a company-defined database of product and labor pricing, with support for professional proposals, e-signatures, add-on product sales, tiered financing, and proposal comparisons. On the installation side, it provides automated job packets, labor budgets, on-site photos/videos/instructions, materials and equipment lists, and change orders to help reduce omissions and rework. For operations, teams can centrally manage retail pricing, costs, margins, and budgets, and analyze performance and profitability through more than 20 categories of reports covering products, leads, proposals, sales, referrals, jobs, and more.
The official website lists four plans: Basic, Basic+, Professional, and Elite. They include 1, 2, 5, and unlimited users respectively, with proposal templates ranging from 5 to unlimited, and varying levels of financing, profit reporting, QuickBooks/Gensco integrations, and other features. However, specific pricing is not publicly disclosed. The FAQ says costs depend on company size, requirements, and add-ons, and that users need to contact the company for a free quote. Disclosed integrations include QuickBooks, Gensco, and ServiceTitan. There is also a reference to Opman Payments, but details are limited.
The main advantage is its highly focused industry fit: it is well suited for HVAC contractors looking to standardize sales, quoting, installation handoffs, and cost management. Browser-based cloud access also lowers the barrier for mobile use. The downsides are that the website does not disclose common enterprise procurement details such as a free plan, self-service trial, data security certifications, permission model, or API documentation. Pricing also requires a quote, so transparency is only average.
Opportunity Manager™ is best suited to HVAC and home services companies in the U.S. and Canadian markets, especially contractors that want to improve proposal professionalism, add-on sales, and installation coordination. Access from China and supported payment methods are not disclosed, so real-world availability is uncertain. For deployment in China, buyers would also need to assess network connectivity, the English-language interface, North American industry workflows, and compatibility with local finance/payment systems. Alternatives include ServiceTitan, Jobber, Housecall Pro, as well as local Chinese low-code CRM, field service, or WeCom/DingTalk ecosystem solutions.
⚠ This review is compiled from public sources and does not constitute a purchase recommendation. Verify all facts on the vendor's official site. Verify on opactive.com official site.
opactive.com is an United States SaaS Tools provider. TG4G tracks its product information, an overall rating of 6.0/10, and a China-accessibility score of Workable. Click "Visit Official Site" to reach opactive.com directly.