Opportunity Manager™ is retail sales and operations management software from Opportunity Interactive for the residential and commercial in-home services industry, with a particular focus on HVAC, contractors, and subcontractors. It covers the workflow from leads, sales quotes, and customer proposals to installation work orders, job costing, and management reporting. Rather than being a general-purpose CRM, it is positioned as an industry-specific closed-loop system for sales and installation.
The product emphasizes a “high-touch” homeowner buying experience. Sales reps can involve customers in the estimating process through an interactive workflow, while the system generates quotes from custom product and labor pricing databases. It also supports professional proposals, proposal comparisons, electronic signatures, accessory upsells, and tiered financing. On the installation side, it provides automated job packets, labor budgets, on-site photos/videos/notes, materials and equipment lists, change orders, and more, helping reduce omissions and rework. For operations, teams can centrally manage retail pricing, costs, and margins, and track performance and profitability through more than 20 types of reports covering sales, leads, products, referrals, jobs, and other areas.
The website lists four plans: Basic, Basic+, Professional, and Elite, with user counts of 1, 2, 5, and unlimited respectively, and proposal template limits ranging from 5 to unlimited. Exact pricing is not publicly disclosed. The FAQ states that pricing is customized based on company size, requirements, and add-ons, and that users can request a free quote or demo. For integrations, it explicitly supports QuickBooks, Gensco, and ServiceTitan, making it a fit for North American service businesses already using these systems.
Its strengths are its clear focus on industry-specific workflows, tight linkage between sales, quoting, installation, and operational reporting, and cloud-based web access across multiple devices. It can be valuable for contractors that need to standardize their sales process, increase accessory sales, and control job costs. Limitations include the lack of publicly available enterprise-level details on security and compliance, APIs, permission models, backup policies, and similar topics. Pricing and free trial information are also not disclosed, so procurement evaluation will likely require substantial direct communication.
Opportunity Manager™ is best suited to HVAC and in-home service companies in the United States and Canada, especially businesses with offline sales and installation teams that want to replace Access-based or manual quoting workflows. Access from China, domestic Chinese payment options, and Chinese localization are not disclosed, so real-world usability in China is unknown. Chinese companies looking for similar capabilities may also want to evaluate local CRM, field service management, or work order systems, as well as overseas alternatives such as ServiceTitan, Jobber, and Housecall Pro.
⚠ 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 opportunitymanager.com official site.
opportunitymanager.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 Limited (proxy recommended). Click "Visit Official Site" to reach opportunitymanager.com directly.